Cresset Asset Management, LLC
Position in PECO — Phillips Edison & Company, Inc.
CIK 1761013
Chicago, IL
Position in PECO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$800,602
+$79,781 QoQ
Shares Held
19,236
-0.1% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#203
of 441 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 65%
Shared 0%
None 35%
Common Shares in PECO Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Cresset Asset Management, LLC holds $25,876,351 across 10 REIT - Retail names. PECO ranks #5 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FRT |
Federal Realty Investment Trust
|
85,753 | $10,585,350 | |
| 2 | O |
Realty Income Corp
|
129,531 | $8,025,740 | |
| 3 | SPG |
Simon Property Group Inc.
|
14,867 | $3,325,004 | |
| 4 | IVT |
InvenTrust Properties Corp.
|
35,356 | $1,251,602 | |
| 5 | PECO |
Phillips Edison & Company, Inc.
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|
19,236 | $800,602 | |
| 6 | BRX |
Brixmor Property Group Inc.
|
18,753 | $591,282 | |
| 7 | NNN |
Nnn REIT, Inc.
|
9,031 | $420,212 | |
| 8 | GTY |
Getty Realty Corp /Md/
|
9,409 | $313,884 |
All Filings in PECO
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $800,602 | 19,236 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $720,821 | 19,263 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $811,991 | 22,828 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $783,685 | 22,828 | Shares | Sole | 2026-01-22 | |
| 2025-06-30 | $799,664 | 22,828 | Shares | Sole | 2026-01-22 | |
| 2025-03-31 | $853,610 | 23,393 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $876,264 | 23,392 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $898,742 | 23,833 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $804,175 | 24,585 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,023,729 | 28,540 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $1,204,788 | 33,026 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $1,183,492 | 35,286 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $1,339,446 | 39,303 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $2,014,219 | 61,748 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $4,355,489 | 136,793 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $3,966,859 | 141,421 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,969,770 | 148,751 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $5,792,754 | 168,443 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||