Foundations Investment Advisors, LLC

Endowment

Position in PECO — Phillips Edison & Company, Inc.

CIK 1743404 PHOENIX, AZ

Position in PECO

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$205,394

-$10,743 QoQ

Shares Held

4,935

-14.6% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#337

of 444 holders

Holding Since

Jun 2022

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Foundations Investment Advisors, LLC holds $6,959,816 across 4 REIT - Retail names. PECO ranks #4 (3.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPG	Simon Property Group Inc.	13,745	$3,074,069
2	O	Realty Income Corp	35,455	$2,196,791
3	NNN	Nnn REIT, Inc.	31,884	$1,483,562
4	PECO	Phillips Edison & Company, Inc. This page	4,935	$205,394

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$205,394	4,935	-14.6%	Shares	Sole	2026-08-14
2026-03-31	$216,137	5,776	-11.9%	Shares	Sole	2026-05-11
2025-12-31	$233,232	6,557	-0.8%	Shares	Sole	2026-02-10
2025-09-30	$227,024	6,613	-14.9%	Shares	Sole	2025-11-03
2025-06-30	$272,253	7,772	-4.6%	Shares	Sole	2025-08-08
2024-09-30	$307,374	8,151	-56.9%	Shares	Sole	2024-10-21
2023-06-30	$644,725	18,918	+1.2%	Shares	Sole	2023-07-19
2023-03-31	$609,504	18,685	0.0%	Shares	Sole	2023-04-25
2022-12-31	$594,930	18,685	-13.2%	Shares	Sole	2023-01-11
2022-09-30	$603,523	21,516	-22.9%	Shares	Sole	2022-10-19
2022-06-30	$932,306	27,905	—	Shares	Sole	2022-07-08
No filing history on record for this holder in this stock.