Position in PECO
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$2,776,676
+$294,923 QoQ
Shares Held
74,203
+6.4% QoQ
Ownership
0.058%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PECO Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026Arkadios Wealth Advisors holds $8,386,986 across 6 REIT - Retail names. PECO ranks #2 (33.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
47,227 | $2,889,347 | |
| 2 | PECO |
Phillips Edison & Company, Inc.
This page
|
74,203 | $2,776,676 | |
| 3 | SPG |
Simon Property Group Inc.
|
6,908 | $1,288,548 | |
| 4 | KIM |
Kimco Realty Corp
|
32,881 | $738,835 | |
| 5 | REG |
Regency Centers Corp
|
5,934 | $448,966 | |
| 6 | NNN |
Nnn REIT, Inc.
|
5,820 | $244,614 |
All Filings in PECO
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,776,676 | 74,203 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $2,481,753 | 69,771 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,770,809 | 51,582 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,820,683 | 51,975 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,802,349 | 49,393 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,953,801 | 52,157 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,318,530 | 34,965 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,163,887 | 35,582 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $1,506,898 | 42,010 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,844,428 | 50,560 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $2,239,700 | 66,777 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $2,720,913 | 79,839 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $3,016,306 | 92,468 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $2,845,222 | 89,360 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $2,794,565 | 99,628 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $3,538,787 | 105,920 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $6,253,202 | 181,832 | Shares | Sole | 2022-05-02 | |
| 2021-09-30 | $26,103 | 850 | Shares | Sole | 2021-10-19 | |
| No filing history on record for this holder in this stock. | ||||||