Global Wealth Management Investment Advisory, Inc.

Position in PECO — Phillips Edison & Company, Inc.

CIK 1767855 FORT LAUDERDALE, FL

Position in PECO

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$276,897

+$27,942 QoQ

Shares Held

6,653

0.0% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#300

of 441 holders

Holding Since

Mar 2022

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Global Wealth Management Investment Advisory, Inc. holds $1,459,589 across 2 REIT - Retail names. PECO ranks #2 (19.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	O	Realty Income Corp	19,088	$1,182,692
2	PECO	Phillips Edison & Company, Inc. This page	6,653	$276,897

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$276,897	6,653	0.0%	Shares	Sole	2026-07-29
2026-03-31	$248,955	6,653	0.0%	Shares	Sole	2026-05-01
2025-12-31	$236,647	6,653	-18.3%	Shares	Sole	2026-02-04
2025-09-30	$279,617	8,145	0.0%	Shares	Sole	2025-10-27
2025-06-30	$285,319	8,145	+17.3%	Shares	Sole	2025-08-07
2025-03-31	$253,423	6,945	+15.3%	Shares	Sole	2025-04-29
2024-12-31	$225,621	6,023	-40.0%	Shares	Sole	2025-01-29
2024-09-30	$378,608	10,040	+43.1%	Shares	Sole	2024-10-30
2024-06-30	$229,427	7,014	0.0%	Shares	Sole	2024-08-05
2024-03-31	$251,592	7,014	0.0%	Shares	Sole	2024-05-10
2023-12-31	$255,870	7,014	-22.8%	Shares	Sole	2024-02-05
2023-09-30	$304,744	9,086	+29.5%	Shares	Sole	2023-11-06
2023-06-30	$239,037	7,014	0.0%	Shares	Sole	2023-08-10
2023-03-31	$228,796	7,014	-23.1%	Shares	Sole	2023-05-08
2022-12-31	$290,444	9,122	-10.5%	Shares	Sole	2023-02-07
2022-06-30	$340,614	10,195	+34.1%	Shares	Sole	2022-08-15
2022-03-31	$261,467	7,603	—	Shares	Sole	2022-05-17
No filing history on record for this holder in this stock.