Wealthcare Advisory Partners LLC

Position in PECO — Phillips Edison & Company, Inc.

CIK 1683059 WEST CHESTER, PA

Position in PECO

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$277,022

-$85,952 QoQ

Shares Held

6,656

-31.4% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#299

of 441 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Wealthcare Advisory Partners LLC holds $3,687,083 across 5 REIT - Retail names. PECO ranks #5 (7.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	O	Realty Income Corp	35,424	$2,194,871
2	SPG	Simon Property Group Inc.	2,608	$583,279
3	KIM	Kimco Realty Corp	12,514	$317,229
4	NNN	Nnn REIT, Inc.	6,763	$314,682
5	PECO	Phillips Edison & Company, Inc. This page	6,656	$277,022

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$277,022	6,656	-31.4%	Shares	Sole	2026-07-09
2026-03-31	$362,974	9,700	+0.3%	Shares	Sole	2026-04-14
2025-12-31	$344,068	9,673	+0.3%	Shares	Sole	2026-01-14
2025-09-30	$331,044	9,643	-11.1%	Shares	Sole	2025-11-07
2025-06-30	$379,830	10,843	+0.3%	Shares	Sole	2025-07-22
2025-03-31	$394,493	10,811	-0.8%	Shares	Sole	2025-04-15
2024-12-31	$408,351	10,901	+63.4%	Shares	Sole	2025-01-15
2024-09-30	$251,638	6,673	0.0%	Shares	Sole	2024-11-04
2024-06-30	$218,273	6,673	—	Shares	Sole	2024-08-12
No filing history on record for this holder in this stock.