Kestra Advisory Services, LLC
Position in PECO — Phillips Edison & Company, Inc.
CIK 1830819
AUSTIN, TX
Position in PECO
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$3,390,027
+$1,257,642 QoQ
Shares Held
90,594
+51.1% QoQ
Ownership
0.072%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
17 quarters on record
Common Shares in PECO Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026Kestra Advisory Services, LLC holds $36,493,255 across 14 REIT - Retail names. PECO ranks #4 (9.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
214,204 | $13,105,000 | |
| 2 | SPG |
Simon Property Group Inc.
|
43,635 | $8,139,236 | |
| 3 | KIM |
Kimco Realty Corp
|
208,754 | $4,690,702 | |
| 4 | PECO |
Phillips Edison & Company, Inc.
This page
|
90,594 | $3,390,027 | |
| 5 | NNN |
Nnn REIT, Inc.
|
44,929 | $1,888,365 | |
| 6 | WSR |
Whitestone REIT
|
94,790 | $1,530,858 | |
| 7 | IVT |
InvenTrust Properties Corp.
|
27,891 | $849,559 | |
| 8 | KRG |
Kite Realty Group Trust
|
28,114 | $690,198 |
All Filings in PECO
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,390,027 | 90,594 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $2,132,385 | 59,949 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,148,577 | 62,586 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,201,812 | 91,402 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $1,970,824 | 54,010 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $3,435,419 | 91,709 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,758,832 | 46,641 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,432,053 | 74,352 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,412,723 | 67,263 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,532,597 | 42,012 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,437,658 | 42,864 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,686,604 | 108,175 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $3,670,663 | 112,528 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $3,695,414 | 116,062 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $3,780,803 | 134,788 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $3,931,388 | 117,671 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $3,724,230 | 108,294 | Shares | Sole | 2022-07-20 | |
| No filing history on record for this holder in this stock. | ||||||