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Advisor OS, LLC

Position in PECO — Phillips Edison & Company, Inc.

CIK 1767580 CHICAGO, IL

Position in PECO

as of Jun 30, 2026 · filed Aug 5, 2026
Position Value
$1,002,416
+$101,156 QoQ
Shares Held
24,085
0.0% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#187
of 441 holders
Holding Since
Mar 2026
2 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, 2026

Advisor OS, LLC holds $2,246,985 across 3 REIT - Retail names. PECO ranks #1 (44.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 PECO
Phillips Edison & Company, Inc.
This page
24,085 $1,002,416

All Filings in PECO

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2 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,002,416 24,085
2026-03-31 $901,260 24,085