Vert Asset Management LLC
Position in PECO — Phillips Edison & Company, Inc.
CIK 1904664
SAUSALITO, CA
Position in PECO
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$2,647,281
+$357,103 QoQ
Shares Held
63,606
+3.9% QoQ
Ownership
0.050%
of shares outstanding
% of Portfolio
0.72%
of 13F equity value
Holder Rank
#6
of 78 holders
Holding Since
Mar 2025
6 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, 2026Vert Asset Management LLC holds $64,905,205 across 9 REIT - Retail names. PECO ranks #8 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
129,706 | $29,008,746 | |
| 2 | KIM |
Kimco Realty Corp
|
348,358 | $8,830,875 | |
| 3 | REG |
Regency Centers Corp
|
87,809 | $7,001,889 | |
| 4 | FRT |
Federal Realty Investment Trust
|
40,678 | $5,021,292 | |
| 5 | BRX |
Brixmor Property Group Inc.
|
149,855 | $4,724,928 | |
| 6 | MAC |
Macerich Co
|
136,262 | $3,432,439 | |
| 7 | KRG |
Kite Realty Group Trust
|
101,386 | $2,877,334 | |
| 8 | PECO |
Phillips Edison & Company, Inc.
This page
|
63,606 | $2,647,281 |
All Filings in PECO
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,647,281 | 63,606 | Shares | Defined | 2026-07-15 | |
| 2026-03-31 | $2,290,178 | 61,202 | Shares | Defined | 2026-04-16 | |
| 2025-12-31 | $2,176,955 | 61,202 | Shares | Defined | 2026-01-27 | |
| 2025-09-30 | $1,995,534 | 58,128 | Shares | Defined | 2025-10-29 | |
| 2025-06-30 | $1,847,377 | 52,737 | Shares | Defined | 2025-07-18 | |
| 2025-03-31 | $1,972,102 | 54,045 | Shares | Defined | 2025-04-14 | |
| No filing history on record for this holder in this stock. | ||||||