Kovack Advisors, Inc.

Position in PECO — Phillips Edison & Company, Inc.

CIK 1728321 FT. LAUDERDALE, FL

Position in PECO

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$406,252

+$29,807 QoQ

Shares Held

9,761

-3.0% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#259

of 443 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Kovack Advisors, Inc. holds $3,485,376 across 3 REIT - Retail names. PECO ranks #3 (11.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	O	Realty Income Corp	40,444	$2,505,910
2	SPG	Simon Property Group Inc.	2,563	$573,214
3	PECO	Phillips Edison & Company, Inc. This page	9,761	$406,252

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$406,252	9,761	-3.0%	Shares	Sole	2026-07-29
2026-03-31	$376,445	10,060	-12.3%	Shares	Sole	2026-05-13
2025-12-31	$408,130	11,474	+2.9%	Shares	Sole	2026-02-17
2025-09-30	$382,676	11,147	0.0%	Shares	Sole	2025-11-10
2025-06-30	$390,479	11,147	-2.6%	Shares	Sole	2025-08-04
2025-03-31	$417,701	11,447	0.0%	Shares	Sole	2025-05-06
2024-12-31	$428,804	11,447	-1.5%	Shares	Sole	2025-02-05
2024-09-30	$438,077	11,617	-20.0%	Shares	Sole	2024-11-05
2024-06-30	$475,014	14,522	-31.6%	Shares	Sole	2024-08-05
2024-03-31	$761,699	21,235	-9.8%	Shares	Sole	2024-04-19
2023-12-31	$858,520	23,534	-3.4%	Shares	Sole	2024-02-02
2023-09-30	$817,503	24,374	-2.9%	Shares	Sole	2023-10-19
2023-06-30	$855,101	25,091	-5.2%	Shares	Sole	2023-07-21
2023-03-31	$862,994	26,456	-5.5%	Shares	Sole	2023-04-21
2022-12-31	$891,042	27,985	+0.3%	Shares	Sole	2023-02-22
2022-09-30	$782,903	27,911	+1.8%	Shares	Sole	2022-11-14
2022-06-30	$915,634	27,406	-6.4%	Shares	Sole	2022-08-10
2022-03-31	$1,006,973	29,281	—	Shares	Sole	2022-05-16
No filing history on record for this holder in this stock.