Ellevest, Inc.

Position in PECO — Phillips Edison & Company, Inc.

CIK 1644128 NEW YORK, NY

Position in PECO

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$400,093

+$41,722 QoQ

Shares Held

9,613

+0.4% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#262

of 441 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Ellevest, Inc. holds $1,448,116 across 2 REIT - Retail names. PECO ranks #2 (27.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	SPG	Simon Property Group Inc.	4,686	$1,048,023
2	PECO	Phillips Edison & Company, Inc. This page	9,613	$400,093

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$400,093	9,613	+0.4%	Shares	Sole	2026-08-10
2026-03-31	$358,371	9,577	-0.6%	Shares	Sole	2026-05-11
2025-12-31	$342,681	9,634	+2.8%	Shares	Sole	2026-02-10
2025-09-30	$321,843	9,375	+0.7%	Shares	Sole	2025-11-14
2025-06-30	$326,059	9,308	+0.1%	Shares	Sole	2025-08-05
2025-03-31	$339,211	9,296	0.0%	Shares	Sole	2025-05-14
2024-12-31	$348,228	9,296	+0.4%	Shares	Sole	2025-02-14
2024-09-30	$349,307	9,263	+0.4%	Shares	Sole	2024-11-13
2024-06-30	$301,782	9,226	-0.1%	Shares	Sole	2024-08-14
2024-03-31	$331,331	9,237	+1.3%	Shares	Sole	2024-05-13
2023-12-31	$332,734	9,121	+0.6%	Shares	Sole	2024-02-06
2023-09-30	$304,207	9,070	+0.5%	Shares	Sole	2023-11-09
2023-06-30	$307,469	9,022	+1.6%	Shares	Sole	2023-08-09
2023-03-31	$289,567	8,877	+0.3%	Shares	Sole	2023-05-04
2022-12-31	$281,911	8,854	+1.1%	Shares	Sole	2023-02-03
2022-09-30	$245,689	8,759	-19.6%	Shares	Sole	2022-11-02
2022-06-30	$363,834	10,890	+3.3%	Shares	Sole	2022-07-18
2022-03-31	$362,676	10,546	—	Shares	Sole	2022-04-19
No filing history on record for this holder in this stock.