Independent Advisor Alliance
Position in PECO — Phillips Edison & Company, Inc.
CIK 1696899
CHARLOTTE, NC
Position in PECO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$593,958
+$58,030 QoQ
Shares Held
14,271
-0.4% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#223
of 441 holders
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PECO Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Independent Advisor Alliance holds $17,941,060 across 4 REIT - Retail names. PECO ranks #4 (3.3% of the industry book) .
All Filings in PECO
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $593,958 | 14,271 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $535,928 | 14,322 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $525,119 | 14,763 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $457,309 | 13,321 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $465,198 | 13,280 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $436,893 | 11,973 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $388,347 | 10,367 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $388,526 | 10,303 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $413,748 | 12,649 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $453,719 | 12,649 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $502,147 | 13,765 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $351,566 | 10,482 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $360,941 | 10,591 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $309,172 | 9,478 | Shares | Sole | 2023-05-12 | |
| 2022-09-30 | $265,857 | 9,478 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $323,341 | 9,678 | Shares | Sole | 2022-08-04 | |
| No filing history on record for this holder in this stock. | ||||||