Sound Income Strategies, LLC

Position in PECO — Phillips Edison & Company, Inc.

CIK 1730960 Ft Lauderdale, FL

Position in PECO

as of Mar 31, 2026 · filed Apr 27, 2026 Compact

Position Value

$137,406

-$32,689 QoQ

Shares Held

3,672

-23.2% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2023

13 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Real Estate · as of Mar 31, 2026

Sound Income Strategies, LLC holds $87,665,150 across 23 REIT - Retail names. PECO ranks #6 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPG	Simon Property Group Inc.	126,635	$23,621,226
2	PINE	Alpine Income Property Trust, Inc.	1,209,758	$21,775,644
3	O	Realty Income Corp	352,843	$21,586,934
4	NNN	Nnn REIT, Inc.	476,389	$20,022,629
5	NTST	NETSTREIT Corp.	14,623	$275,351
6	PECO	Phillips Edison & Company, Inc. This page	3,672	$137,406
7	IVT	InvenTrust Properties Corp.	3,160	$96,253
8	ADC	Agree Realty Corp	360	$27,136

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$137,406	3,672	-23.2%	Shares	Sole	2026-04-27
2025-12-31	$170,095	4,782	-8.3%	Shares	Sole	2026-01-21
2025-09-30	$178,927	5,212	-21.7%	Shares	Sole	2025-10-10
2025-06-30	$233,159	6,656	-29.5%	Shares	Sole	2025-07-17
2025-03-31	$344,502	9,441	-18.8%	Shares	Sole	2025-04-17
2024-12-31	$435,772	11,633	-5.8%	Shares	Sole	2025-01-21
2024-09-30	$465,680	12,349	-22.4%	Shares	Sole	2024-10-10
2024-06-30	$520,350	15,908	-25.3%	Shares	Sole	2024-07-12
2024-03-31	$763,600	21,288	-35.9%	Shares	Sole	2024-04-15
2023-12-31	$1,211,318	33,205	+472.0%	Shares	Sole	2024-01-10
2023-09-30	$194,699	5,805	+20.8%	Shares	Sole	2023-10-12
2023-06-30	$163,754	4,805	-23.8%	Shares	Sole	2023-07-10
2023-03-31	$205,603	6,303	—	Shares	Sole	2023-04-10
No filing history on record for this holder in this stock.