Position in PECO
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$414,993
-$68,361 QoQ
Shares Held
9,971
-22.8% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#255
of 441 holders
Holding Since
Jun 2022
17 quarters on record
Common Shares in PECO Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Spire Wealth Management holds $3,341,649 across 17 REIT - Retail names. PECO ranks #2 (12.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
8,188 | $1,831,246 | |
| 2 | PECO |
Phillips Edison & Company, Inc.
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|
9,971 | $414,993 | |
| 3 | ADC |
Agree Realty Corp
|
5,390 | $408,238 | |
| 4 | O |
Realty Income Corp
|
5,423 | $336,009 | |
| 5 | NNN |
Nnn REIT, Inc.
|
2,419 | $112,556 | |
| 6 | IVT |
InvenTrust Properties Corp.
|
3,115 | $110,271 | |
| 7 | KRG |
Kite Realty Group Trust
|
1,035 | $29,373 | |
| 8 | REG |
Regency Centers Corp
|
350 | $27,909 |
All Filings in PECO
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $414,993 | 9,971 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $483,354 | 12,917 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $556,457 | 15,644 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $534,106 | 15,558 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $577,224 | 16,478 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,221,685 | 33,480 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,308,927 | 34,942 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,315,023 | 34,872 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,164,279 | 35,594 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,273,743 | 35,510 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $1,378,469 | 37,787 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,149,784 | 34,281 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,286,724 | 37,756 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,192,424 | 36,555 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $1,134,936 | 35,645 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $20,981 | 748 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $1,901,296 | 56,908 | Shares | Sole | 2022-07-22 | |
| No filing history on record for this holder in this stock. | ||||||