WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Position in PECO — Phillips Edison & Company, Inc.

CIK 1632972 PLYMOUTH, MN

Position in PECO

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$2,524,544

+$537,992 QoQ

Shares Held

60,657

+14.3% QoQ

Ownership

0.047%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#119

of 441 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $113,451,084 across 19 REIT - Retail names. PECO ranks #8 (2.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	O	Realty Income Corp	750,135	$46,478,364
2	SPG	Simon Property Group Inc.	100,720	$22,526,028
3	NNN	Nnn REIT, Inc.	221,559	$10,309,140
4	REG	Regency Centers Corp	116,273	$9,271,609
5	FRT	Federal Realty Investment Trust	51,760	$6,389,254
6	ADC	Agree Realty Corp	72,786	$5,512,811
7	KIM	Kimco Realty Corp	141,107	$3,577,062
8	PECO	Phillips Edison & Company, Inc. This page	60,657	$2,524,544

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,524,544	60,657	+14.3%	Shares	Sole	2026-07-15
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.