Cetera Investment Advisers
Position in PECO — Phillips Edison & Company, Inc.
CIK 1666741
SCHAUMBURG, IL
Position in PECO
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$24,585,576
-$2,181,916 QoQ
Shares Held
657,017
-12.7% QoQ
Ownership
0.521%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in PECO Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026Cetera Investment Advisers holds $143,240,005 across 19 REIT - Retail names. PECO ranks #2 (17.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
1,276,937 | $78,123,005 | |
| 2 | PECO |
Phillips Edison & Company, Inc.
This page
|
657,017 | $24,585,576 | |
| 3 | SPG |
Simon Property Group Inc.
|
70,728 | $13,192,893 | |
| 4 | FRT |
Federal Realty Investment Trust
|
47,313 | $5,025,113 | |
| 5 | ADC |
Agree Realty Corp
|
62,562 | $4,715,923 | |
| 6 | KIM |
Kimco Realty Corp
|
197,693 | $4,442,161 | |
| 7 | BRX |
Brixmor Property Group Inc.
|
81,870 | $2,357,856 | |
| 8 | IVT |
InvenTrust Properties Corp.
|
69,809 | $2,126,382 |
All Filings in PECO
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $24,585,576 | 657,017 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $26,767,492 | 752,530 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $27,020,353 | 787,077 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $24,433,389 | 697,499 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $26,623,578 | 729,613 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $29,115,485 | 777,242 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $32,126,619 | 851,939 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $29,478,284 | 901,201 | Shares | Sole | 2024-08-22 | |
| 2024-03-31 | $41,970,661 | 1,170,077 | Shares | Sole | 2024-05-24 | |
| 2023-12-31 | $12,519,425 | 343,186 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $12,452,362 | 371,269 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $14,581,911 | 427,873 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $15,470,915 | 474,277 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $15,825,626 | 497,036 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $14,948,658 | 532,929 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $18,643,114 | 558,010 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $19,661,175 | 571,712 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||