Skip to main content
Equibles

Prime Capital Investment Advisors, LLC

Position in PECO — Phillips Edison & Company, Inc.

CIK 1731446 OVERLAND PARK, KS
Back to PECO Full portfolio

Position in PECO

as of Jun 30, 2026 · filed Aug 5, 2026
Position Value
$3,726,488
+$299,565 QoQ
Shares Held
89,536
-2.2% QoQ
Ownership
0.070%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#97
of 444 holders
Holding Since
Jun 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 Jun 30, 2026

Prime Capital Investment Advisors, LLC holds $7,822,437 across 4 REIT - Retail names. PECO ranks #1 (47.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 PECO
Phillips Edison & Company, Inc.
This page 		89,536 $3,726,488
2 O
Realty Income Corp
 32,807 $2,032,721
3 IVT
InvenTrust Properties Corp.
 34,958 $1,237,513
4 SPG
Simon Property Group Inc.
 3,692 $825,715

All Filings in PECO

Export CSV
17 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $3,726,488 89,536
2026-03-31 $3,426,923 91,580
2025-12-31 $3,636,427 102,233
2025-09-30 $3,853,370 112,245
2025-06-30 $4,246,651 121,229
2025-03-31 $5,181,069 141,986
2024-12-31 $5,528,758 147,591
2024-09-30 $6,141,639 162,865
2024-06-30 $5,655,657 172,903
2024-03-31 $6,686,096 186,398
2023-12-31 $7,208,192 197,593
2023-09-30 $6,899,513 205,710
2023-06-30 $7,541,835 221,298
2023-03-31 $3,771,263 115,612
2022-12-31 $8,710,787 273,580
2022-09-30 $3,603,611 128,471
2022-06-30 $5,732,755 171,588