Fortis Group Advisors, LLC
Position in PECO — Phillips Edison & Company, Inc.
CIK 1815183
WESTWOOD, NJ
Position in PECO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$12,486
+$1,260 QoQ
Shares Held
300
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#405
of 441 holders
Holding Since
Dec 2024
7 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, 2026Fortis Group Advisors, LLC holds $3,055,944 across 4 REIT - Retail names. PECO ranks #2 (0.4% of the industry book) .
All Filings in PECO
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,486 | 300 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $11,226 | 300 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $10,671 | 300 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $10,299 | 300 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $10,509 | 300 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $10,947 | 300 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $11,238 | 300 | Shares | Sole | 2025-01-31 | |
| No filing history on record for this holder in this stock. | ||||||