Sequoia Financial Advisors, LLC
Position in PECO — Phillips Edison & Company, Inc.
CIK 1599900
Akron, OH
Position in PECO
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$904,319
+$323,860 QoQ
Shares Held
21,728
+40.1% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#194
of 443 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PECO Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Sequoia Financial Advisors, LLC holds $14,558,282 across 15 REIT - Retail names. PECO ranks #6 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
11,752 | $2,628,334 | |
| 2 | O |
Realty Income Corp
|
37,446 | $2,320,154 | |
| 3 | NNN |
Nnn REIT, Inc.
|
45,353 | $2,110,275 | |
| 4 | KIM |
Kimco Realty Corp
|
59,735 | $1,514,282 | |
| 5 | BRX |
Brixmor Property Group Inc.
|
36,564 | $1,152,862 | |
| 6 | PECO |
Phillips Edison & Company, Inc.
This page
|
21,728 | $904,319 | |
| 7 | KRG |
Kite Realty Group Trust
|
23,757 | $674,223 | |
| 8 | REG |
Regency Centers Corp
|
7,238 | $577,158 |
All Filings in PECO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $904,319 | 21,728 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $580,459 | 15,512 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $607,998 | 17,093 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $456,520 | 13,298 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $535,748 | 15,294 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $611,754 | 16,765 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $848,543 | 22,652 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||