CreativeOne Wealth, LLC
Position in PECO — Phillips Edison & Company, Inc.
CIK 1739728
OVERLAND PARK, KS
Position in PECO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$319,100
+$32,201 QoQ
Shares Held
7,667
0.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#283
of 441 holders
Holding Since
Mar 2022
14 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, 2026CreativeOne Wealth, LLC holds $16,480,799 across 4 REIT - Retail names. PECO ranks #4 (1.9% of the industry book) .
All Filings in PECO
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $319,100 | 7,667 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $286,899 | 7,667 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $272,715 | 7,667 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $263,207 | 7,667 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $268,574 | 7,667 | Shares | Other | 2025-08-12 | |
| 2024-03-31 | $262,783 | 7,326 | Shares | Other | 2024-05-14 | |
| 2023-12-31 | $266,777 | 7,313 | Shares | Other | 2024-02-09 | |
| 2023-09-30 | $301,021 | 8,975 | Shares | Other | 2023-10-17 | |
| 2023-06-30 | $495,624 | 14,543 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $377,641 | 11,577 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $376,857 | 11,836 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $375,392 | 13,383 | Shares | Other | 2022-11-15 | |
| 2022-06-30 | $506,896 | 15,172 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $475,751 | 13,834 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||