EverSource Wealth Advisors, LLC
Position in PECO — Phillips Edison & Company, Inc.
CIK 1710537
BIRMINGHAM, AL
Position in PECO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$74,997
-$46,315 QoQ
Shares Held
1,802
-44.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#368
of 441 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PECO Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $2,440,305 across 26 REIT - Retail names. PECO ranks #7 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
2,505 | $560,238 | |
| 2 | O |
Realty Income Corp
|
6,528 | $404,471 | |
| 3 | NNN |
Nnn REIT, Inc.
|
8,455 | $393,406 | |
| 4 | FRT |
Federal Realty Investment Trust
|
2,623 | $323,779 | |
| 5 | KIM |
Kimco Realty Corp
|
4,800 | $121,676 | |
| 6 | IVT |
InvenTrust Properties Corp.
|
2,587 | $91,577 | |
| 7 | PECO |
Phillips Edison & Company, Inc.
This page
|
1,802 | $74,997 | |
| 8 | BRX |
Brixmor Property Group Inc.
|
2,238 | $70,561 |
All Filings in PECO
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $74,997 | 1,802 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $121,312 | 3,242 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $75,121 | 2,112 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $87,540 | 2,550 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $91,217 | 2,604 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $63,455 | 1,739 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $61,020 | 1,629 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $54,565 | 1,447 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $46,970 | 1,436 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $55,131 | 1,537 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $50,013 | 1,371 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $45,614 | 1,360 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $46,348 | 1,360 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $44,363 | 1,360 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $43,302 | 1,360 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $38,148 | 1,360 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $65,783 | 1,969 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $125,007 | 3,635 | Shares | Sole | 2022-05-25 | |
| No filing history on record for this holder in this stock. | ||||||