Position in PECO
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$1,524,748
+$154,578 QoQ
Shares Held
36,635
+0.1% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#148
of 440 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, 2026Cooper Financial Group holds $1,729,463 across 2 REIT - Retail names. PECO ranks #1 (88.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PECO |
Phillips Edison & Company, Inc.
This page
|
36,635 | $1,524,748 | |
| 2 | O |
Realty Income Corp
|
3,304 | $204,715 |
All Filings in PECO
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,524,748 | 36,635 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $1,370,170 | 36,616 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $1,302,431 | 36,616 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $1,257,027 | 36,616 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $1,445,512 | 41,265 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,523,895 | 41,762 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,564,292 | 41,759 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $1,574,656 | 41,757 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,365,773 | 41,754 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $1,469,522 | 40,968 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $1,405,866 | 38,538 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $1,291,994 | 38,521 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,385,829 | 40,664 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $1,489,037 | 45,648 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,465,563 | 46,029 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $1,292,235 | 46,069 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $1,532,850 | 45,880 | Shares | Sole | 2022-07-11 | |
| No filing history on record for this holder in this stock. | ||||||