Coppell Advisory Solutions LLC

Position in PECO — Phillips Edison & Company, Inc.

CIK 1848433 COPPELL, TX

Position in PECO

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$4,979

-$760,345 QoQ

Shares Held

17,048

-20.8% QoQ

Ownership

0.013%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#415

of 441 holders

Holding Since

Dec 2022

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Coppell Advisory Solutions LLC holds $4,913,120 across 5 REIT - Retail names. PECO ranks #4 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	O	Realty Income Corp	65,318	$4,047,102
2	SPG	Simon Property Group Inc.	5,603	$665,919
3	FRT	Federal Realty Investment Trust	1,543	$190,467
4	PECO	Phillips Edison & Company, Inc. This page	17,048	$4,979
5	NNN	Nnn REIT, Inc.	100	$4,653

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,979	17,048	-20.8%	Shares	Sole	2026-08-14
2025-12-31	$765,324	21,516	+5.9%	Shares	Sole	2026-02-17
2025-09-30	$697,310	20,312	-3.4%	Shares	Sole	2025-11-14
2025-06-30	$736,715	21,031	+69.2%	Shares	Sole	2025-08-14
2025-03-31	$453,680	12,433	-30.2%	Shares	Sole	2025-05-16
2024-12-31	$667,724	17,825	-1.1%	Shares	Sole	2025-02-14
2024-09-30	$679,571	18,021	-3.7%	Shares	Sole	2024-11-14
2024-06-30	$612,036	18,711	-25.9%	Shares	Sole	2024-08-15
2023-12-31	$920,864	25,243	-17.4%	Shares	Sole	2024-02-14
2023-09-30	$1,024,982	30,560	-20.1%	Shares	Sole	2023-11-14
2023-06-30	$1,303,355	38,244	+15.0%	Shares	Sole	2023-08-17
2023-03-31	$1,084,386	33,243	+8.8%	Shares	Sole	2023-05-19
2022-12-31	$973,030	30,560	—	Shares	Sole	2023-05-19
No filing history on record for this holder in this stock.