TSFG, LLC

Position in PECO — Phillips Edison & Company, Inc.

CIK 1800513 LAKE FOREST, IL

Position in PECO

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$149,124

+$16,171 QoQ

Shares Held

3,583

+0.8% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#342

of 441 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

TSFG, LLC holds $361,927 across 5 REIT - Retail names. PECO ranks #1 (41.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PECO	Phillips Edison & Company, Inc. This page	3,583	$149,124
2	KRG	Kite Realty Group Trust	3,395	$96,350
3	O	Realty Income Corp	1,535	$95,108
4	IVT	InvenTrust Properties Corp.	464	$16,425
5	SPG	Simon Property Group Inc.	22	$4,920

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$149,124	3,583	+0.8%	Shares	Sole	2026-07-23
2026-03-31	$132,953	3,553	+0.9%	Shares	Sole	2026-04-27
2025-12-31	$125,277	3,522	+0.9%	Shares	Sole	2026-02-04
2025-09-30	$119,777	3,489	+0.9%	Shares	Sole	2025-11-04
2025-06-30	$121,133	3,458	+0.9%	Shares	Sole	2025-08-05
2025-03-31	$125,087	3,428	+0.8%	Shares	Sole	2025-04-24
2024-12-31	$127,364	3,400	+0.8%	Shares	Sole	2025-01-13
2024-09-30	$127,195	3,373	—	Shares	Sole	2024-10-15
No filing history on record for this holder in this stock.