McAdam, LLC

Position in PECO — Phillips Edison & Company, Inc.

CIK 1695490 Philadelphia, PA

Position in PECO

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$5,654,368

+$549,046 QoQ

Shares Held

135,857

-0.4% QoQ

Ownership

0.106%

of shares outstanding

% of Portfolio

1.71%

of 13F equity value

Holder Rank

#72

of 444 holders

Holding Since

Mar 2022

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

McAdam, LLC holds $5,978,047 across 2 REIT - Retail names. PECO ranks #1 (94.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	PECO	Phillips Edison & Company, Inc. This page	135,857	$5,654,368
2	O	Realty Income Corp	5,224	$323,679

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,654,368	135,857	-0.4%	Shares	Sole	2026-08-04
2026-03-31	$5,105,322	136,433	-0.4%	Shares	Sole	2026-05-08
2025-12-31	$4,872,094	136,972	-4.5%	Shares	Sole	2026-02-13
2025-09-30	$4,925,565	143,477	-0.0%	Shares	Sole	2025-10-29
2025-06-30	$5,026,244	143,484	+0.0%	Shares	Sole	2025-07-15
2025-03-31	$5,233,140	143,413	-1.6%	Shares	Sole	2025-05-21
2024-12-31	$5,457,772	145,696	-2.5%	Shares	Sole	2025-01-24
2024-09-30	$5,634,364	149,413	-10.0%	Shares	Sole	2024-10-22
2024-06-30	$5,432,116	166,069	-2.8%	Shares	Sole	2024-07-24
2024-03-31	$6,128,138	170,843	-3.4%	Shares	Sole	2024-04-23
2023-12-31	$6,448,788	176,776	-1.1%	Shares	Sole	2024-02-05
2023-09-30	$5,997,153	178,806	-9.8%	Shares	Sole	2023-10-31
2023-06-30	$6,757,109	198,272	-19.0%	Shares	Sole	2023-08-02
2023-03-31	$7,988,735	244,903	-9.8%	Shares	Sole	2023-04-24
2022-09-30	$7,613,134	271,413	+4.0%	Shares	Sole	2022-10-24
2022-06-30	$8,722,248	261,067	-11.5%	Shares	Sole	2022-07-15
2022-03-31	$10,139,375	294,835	—	Shares	Sole	2022-04-07
No filing history on record for this holder in this stock.