Larson Financial Group LLC
Position in PECO — Phillips Edison & Company, Inc.
CIK 1731061
ST LOUIS, MO
Position in PECO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$120,716
+$5,185 QoQ
Shares Held
3,226
-0.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
17 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 Mar 31, 2026Larson Financial Group LLC holds $6,384,419 across 23 REIT - Retail names. PECO ranks #5 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WSR |
Whitestone REIT
|
275,226 | $4,444,899 | |
| 2 | SPG |
Simon Property Group Inc.
|
3,001 | $559,776 | |
| 3 | O |
Realty Income Corp
|
7,222 | $441,841 | |
| 4 | REG |
Regency Centers Corp
|
4,661 | $352,651 | |
| 5 | PECO |
Phillips Edison & Company, Inc.
This page
|
3,226 | $120,716 | |
| 6 | ADC |
Agree Realty Corp
|
1,318 | $99,350 | |
| 7 | NNN |
Nnn REIT, Inc.
|
2,056 | $86,413 | |
| 8 | KRG |
Kite Realty Group Trust
|
2,724 | $66,874 |
All Filings in PECO
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $120,716 | 3,226 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $115,531 | 3,248 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $118,884 | 3,463 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $126,283 | 3,605 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $127,350 | 3,490 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $165,348 | 4,414 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $162,454 | 4,308 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $140,653 | 4,300 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $153,702 | 4,285 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $155,587 | 4,265 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $144,423 | 4,306 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $146,612 | 4,302 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $146,626 | 4,495 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $152,481 | 4,789 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $162,269 | 5,785 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $350,069 | 10,478 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $129,031 | 3,752 | Shares | Sole | 2022-05-05 | |
| No filing history on record for this holder in this stock. | ||||||