NewEdge Advisors, LLC
Position in PECO — Phillips Edison & Company, Inc.
CIK 1633516
NEW ORLEANS, LA
Position in PECO
as of Mar 31, 2026
· filed Jun 3, 2026
Position Value
$2,156,739
+$170,333 QoQ
Shares Held
57,636
+3.2% QoQ
Ownership
0.046%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 0.055520855021167326.ToString("F0")%
Shared 0.ToString("F0")%
None 99.94447914497884.ToString("F0")%
Common Shares in PECO Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026NewEdge Advisors, LLC holds $24,974,174 across 13 REIT - Retail names. PECO ranks #4 (8.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
163,821 | $10,022,568 | |
| 2 | SPG |
Simon Property Group Inc.
|
32,802 | $6,118,557 | |
| 3 | SKT |
Tanger Inc.
|
118,911 | $4,040,595 | |
| 4 | PECO |
Phillips Edison & Company, Inc.
This page
|
57,636 | $2,156,739 | |
| 5 | KIM |
Kimco Realty Corp
|
35,827 | $805,032 | |
| 6 | FRT |
Federal Realty Investment Trust
|
5,912 | $627,913 | |
| 7 | NNN |
Nnn REIT, Inc.
|
12,606 | $529,830 | |
| 8 | BRX |
Brixmor Property Group Inc.
|
18,003 | $518,486 |
All Filings in PECO
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,156,739 | 57,636 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $1,986,406 | 55,845 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $1,993,611 | 58,072 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $1,959,017 | 55,924 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,046,176 | 56,075 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,124,768 | 56,721 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,203,433 | 58,431 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,893,058 | 57,874 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $1,995,232 | 55,624 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,083,372 | 57,110 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,755,617 | 52,344 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,355,804 | 39,783 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,474,848 | 45,213 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,610,339 | 50,576 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,384,996 | 49,376 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,369,136 | 70,911 | Shares | Sole | 2022-08-09 | |
| No filing history on record for this holder in this stock. | ||||||