Tradewinds Capital Management, LLC
Position in PECO — Phillips Edison & Company, Inc.
CIK 1616026
BELLINGHAM, WA
Position in PECO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$41,620
+$4,200 QoQ
Shares Held
1,000
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#383
of 441 holders
Holding Since
Mar 2022
18 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, 2026Tradewinds Capital Management, LLC holds $44,532 across 2 REIT - Retail names. PECO ranks #1 (93.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PECO |
Phillips Edison & Company, Inc.
This page
|
1,000 | $41,620 | |
| 2 | O |
Realty Income Corp
|
47 | $2,912 |
All Filings in PECO
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $41,620 | 1,000 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $37,420 | 1,000 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $35,570 | 1,000 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $34,330 | 1,000 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $35,030 | 1,000 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $36,490 | 1,000 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $37,460 | 1,000 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $37,710 | 1,000 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $32,710 | 1,000 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $35,870 | 1,000 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $36,480 | 1,000 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $33,540 | 1,000 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $34,080 | 1,000 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $32,620 | 1,000 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $56,579 | 1,777 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $28,050 | 1,000 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $33,410 | 1,000 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $34,390 | 1,000 | Shares | Sole | 2022-04-25 | |
| No filing history on record for this holder in this stock. | ||||||