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Equibles

Kestra Advisory Services, LLC

Position in PECO — Phillips Edison & Company, Inc.

CIK 1830819 AUSTIN, TX
Back to PECO Full portfolio

Position in PECO

as of Jun 30, 2026 · filed Jul 28, 2026
Position Value
$3,709,840
+$319,813 QoQ
Shares Held
89,136
-1.6% QoQ
Ownership
0.069%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#98
of 444 holders
Holding Since
Mar 2022
18 quarters on record

Common Shares in PECO Over Time

Shares Held

Position Value (USD)

Position in REIT - Retail

Real Estate · as of Jun 30, 2026

Kestra Advisory Services, LLC holds $39,524,381 across 14 REIT - Retail names. PECO ranks #4 (9.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 O
Realty Income Corp
 193,745 $12,004,440
2 SPG
Simon Property Group Inc.
 45,013 $10,067,157
3 KIM
Kimco Realty Corp
 229,699 $5,822,869
4 PECO
Phillips Edison & Company, Inc.
This page 		89,136 $3,709,840
5 NNN
Nnn REIT, Inc.
 46,818 $2,178,441
6
78,600 $1,490,256
7 IVT
InvenTrust Properties Corp.
 26,781 $948,047
8 KRG
Kite Realty Group Trust
 30,556 $867,179

All Filings in PECO

Export CSV
18 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $3,709,840 89,136
2026-03-31 $3,390,027 90,594
2025-12-31 $2,132,385 59,949
2025-09-30 $2,148,577 62,586
2025-06-30 $3,201,812 91,402
2025-03-31 $1,970,824 54,010
2024-12-31 $3,435,419 91,709
2024-09-30 $1,758,832 46,641
2024-06-30 $2,432,053 74,352
2024-03-31 $2,412,723 67,263
2023-12-31 $1,532,597 42,012
2023-09-30 $1,437,658 42,864
2023-06-30 $3,686,604 108,175
2023-03-31 $3,670,663 112,528
2022-12-31 $3,695,414 116,062
2022-09-30 $3,780,803 134,788
2022-06-30 $3,931,388 117,671
2022-03-31 $3,724,230 108,294