Capital Asset Advisory Services LLC

Position in PECO — Phillips Edison & Company, Inc.

CIK 1666024 Williamston, MI

Position in PECO

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$403,048

+$40,673 QoQ

Shares Held

9,684

0.0% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#259

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

Capital Asset Advisory Services LLC holds $2,164,706 across 3 REIT - Retail names. PECO ranks #2 (18.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPG	Simon Property Group Inc.	6,216	$1,390,208
2	PECO	Phillips Edison & Company, Inc. This page	9,684	$403,048
3	O	Realty Income Corp	5,995	$371,450

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$403,048	9,684	0.0%	Shares	Sole	2026-08-14
2026-03-31	$362,375	9,684	0.0%	Shares	Sole	2026-04-24
2025-12-31	$344,459	9,684	-13.1%	Shares	Sole	2026-01-09
2025-09-30	$382,676	11,147	0.0%	Shares	Sole	2025-10-02
2025-06-30	$390,479	11,147	-15.5%	Shares	Sole	2025-07-07
2025-03-31	$481,266	13,189	0.0%	Shares	Sole	2025-04-09
2024-12-31	$494,059	13,189	-1.5%	Shares	Sole	2025-01-22
2024-09-30	$505,125	13,395	0.0%	Shares	Sole	2024-10-17
2024-06-30	$438,150	13,395	-14.1%	Shares	Sole	2024-07-24
2024-03-31	$559,141	15,588	+2.0%	Shares	Sole	2024-04-16
2023-12-31	$557,523	15,283	-16.9%	Shares	Sole	2024-01-09
2023-09-30	$616,800	18,390	-20.1%	Shares	Sole	2023-10-18
2023-06-30	$784,555	23,021	-13.5%	Shares	Sole	2023-08-02
2023-03-31	$868,605	26,628	-15.5%	Shares	Sole	2023-05-12
2022-12-31	$1,002,768	31,494	-1.6%	Shares	Sole	2023-03-08
2022-09-30	$897,796	32,007	0.0%	Shares	Sole	2022-11-14
2022-06-30	$1,069,353	32,007	-0.7%	Shares	Sole	2022-08-11
2022-03-31	$1,108,252	32,226	—	Shares	Sole	2022-04-29
No filing history on record for this holder in this stock.