WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Position in PECO — Phillips Edison & Company, Inc.

CIK 1632972 PLYMOUTH, MN

Position in PECO

as of Mar 31, 2026 · filed Apr 8, 2026 Compact

Position Value

$1,986,552

-$2,001,769 QoQ

Shares Held

53,088

-52.7% QoQ

Ownership

0.042%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2023

11 quarters on record

Voting authority Sole 0.19025015069318868.ToString("F0")% Shared 0.ToString("F0")% None 99.80974984930681.ToString("F0")%

Real Estate · as of Mar 31, 2026

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $55,421,723 across 16 REIT - Retail names. PECO ranks #6 (3.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	O	Realty Income Corp	460,409	$28,167,822
2	SPG	Simon Property Group Inc.	30,171	$5,627,796
3	ADC	Agree Realty Corp	57,451	$4,330,656
4	FRT	Federal Realty Investment Trust	40,552	$4,307,027
5	NNN	Nnn REIT, Inc.	89,048	$3,742,687
6	PECO	Phillips Edison & Company, Inc. This page	53,088	$1,986,552
7	REG	Regency Centers Corp	19,101	$1,445,181
8	KIM	Kimco Realty Corp	62,448	$1,403,206

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,986,552	53,088	-52.7%	Shares	Sole	2026-04-08
2025-12-31	$3,988,321	112,126	-0.8%	Shares	Sole	2026-01-08
2025-09-30	$3,881,143	113,054	-2.1%	Shares	Sole	2025-10-29
2025-06-30	$4,043,758	115,437	+17.7%	Shares	Sole	2025-07-10
2025-03-31	$3,578,866	98,078	-2.2%	Shares	Sole	2025-04-16
2024-12-31	$3,755,252	100,247	-1.1%	Shares	Sole	2025-03-17
2024-09-30	$3,822,662	101,370	-20.2%	Shares	Sole	2024-10-24
2024-06-30	$4,153,417	126,977	-3.2%	Shares	Sole	2024-07-16
2024-03-31	$4,703,525	131,127	-7.1%	Shares	Sole	2024-04-15
2023-12-31	$5,149,954	141,172	-2.3%	Shares	Sole	2024-01-30
2023-09-30	$4,845,758	144,477	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.