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Equibles

NewEdge Advisors, LLC

Position in PECO — Phillips Edison & Company, Inc.

CIK 1633516 NEW ORLEANS, LA
Back to PECO Full portfolio

Position in PECO

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$2,401,099
+$244,360 QoQ
Shares Held
57,691
+0.1% QoQ
Ownership
0.045%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#123
of 444 holders
Holding Since
Jun 2022
17 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, 2026

NewEdge Advisors, LLC holds $31,222,639 across 14 REIT - Retail names. PECO ranks #4 (7.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 O
Realty Income Corp
 171,838 $10,647,082
2 SPG
Simon Property Group Inc.
 36,812 $8,233,003
3 SKT
Tanger Inc.
 157,081 $6,199,987
4 PECO
Phillips Edison & Company, Inc.
This page 		57,691 $2,401,099
5 KIM
Kimco Realty Corp
 38,403 $973,516
6 NNN
Nnn REIT, Inc.
 19,608 $912,360
7 FRT
Federal Realty Investment Trust
 6,690 $825,813
8 BRX
Brixmor Property Group Inc.
 20,560 $648,256

All Filings in PECO

Export CSV
17 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,401,099 57,691
2026-03-31 $2,156,739 57,636
2025-12-31 $1,986,406 55,845
2025-09-30 $1,993,611 58,072
2025-06-30 $1,959,017 55,924
2025-03-31 $2,046,176 56,075
2024-12-31 $2,124,768 56,721
2024-09-30 $2,203,433 58,431
2024-06-30 $1,893,058 57,874
2024-03-31 $1,995,232 55,624
2023-12-31 $2,083,372 57,110
2023-09-30 $1,755,617 52,344
2023-06-30 $1,355,804 39,783
2023-03-31 $1,474,848 45,213
2022-12-31 $59,915 50,576
2022-09-30 $1,384,996 49,376
2022-06-30 $2,369,136 70,911