Integrated Wealth Concepts LLC

Position in PECO — Phillips Edison & Company, Inc.

CIK 1737109 WALTHAM, MA

Position in PECO

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$466,352

+$57,576 QoQ

Shares Held

11,205

+2.6% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#246

of 441 holders

Holding Since

Jun 2022

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Integrated Wealth Concepts LLC holds $10,305,850 across 26 REIT - Retail names. PECO ranks #6 (4.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	O	Realty Income Corp	59,634	$3,694,922
2	SPG	Simon Property Group Inc.	8,962	$2,004,351
3	FRT	Federal Realty Investment Trust	10,165	$1,254,767
4	NNN	Nnn REIT, Inc.	25,645	$1,193,261
5	IVT	InvenTrust Properties Corp.	16,685	$590,649
6	PECO	Phillips Edison & Company, Inc. This page	11,205	$466,352
7	KIM	Kimco Realty Corp	7,925	$200,898
8	CBL	Cbl & Associates Properties Inc	2,676	$142,068

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$466,352	11,205	+2.6%	Shares	Sole	2026-08-12
2026-03-31	$408,776	10,924	+32.9%	Shares	Sole	2026-05-15
2025-09-30	$282,089	8,217	+1.6%	Shares	Sole	2025-11-14
2025-06-30	$283,322	8,088	-11.3%	Shares	Sole	2025-08-14
2025-03-31	$332,752	9,119	+28.0%	Shares	Sole	2025-05-15
2024-06-30	$232,993	7,123	+0.2%	Shares	Sole	2024-08-14
2024-03-31	$254,963	7,108	-17.0%	Shares	Other	2024-05-15
2023-12-31	$312,232	8,559	+0.0%	Shares	Other	2024-02-13
2023-09-30	$287,001	8,557	+0.5%	Shares	Sole	2023-11-15
2023-06-30	$290,123	8,513	-16.9%	Shares	Sole	2023-08-15
2023-03-31	$334,224	10,246	-64.1%	Shares	Sole	2023-05-03
2022-09-30	$799,761	28,512	0.0%	Shares	Sole	2022-11-14
2022-06-30	$952,585	28,512	—	Shares	Sole	2022-08-08
No filing history on record for this holder in this stock.