JOURNEY STRATEGIC WEALTH LLC
Position in PECO — Phillips Edison & Company, Inc.
CIK 1909316
SUMMIT, NJ
Position in PECO
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$384,227
-$19,491 QoQ
Shares Held
10,268
-9.5% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 0%
Shared 21%
None 79%
Common Shares in PECO Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026JOURNEY STRATEGIC WEALTH LLC holds $3,186,020 across 9 REIT - Retail names. PECO ranks #4 (12.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADC |
Agree Realty Corp
|
9,519 | $717,538 | |
| 2 | SPG |
Simon Property Group Inc.
|
3,163 | $589,991 | |
| 3 | O |
Realty Income Corp
|
7,706 | $471,451 | |
| 4 | PECO |
Phillips Edison & Company, Inc.
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|
10,268 | $384,227 | |
| 5 | REG |
Regency Centers Corp
|
4,478 | $338,803 | |
| 6 | FCPT |
Four Corners Property Trust, Inc.
|
10,435 | $246,787 | |
| 7 | SKT |
Tanger Inc.
|
6,884 | $233,917 | |
| 8 | KIM |
Kimco Realty Corp
|
9,048 | $203,306 |
All Filings in PECO
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $384,227 | 10,268 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $403,718 | 11,350 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $348,174 | 10,142 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $407,327 | 11,628 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $458,533 | 12,566 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $485,706 | 12,966 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $639,787 | 16,966 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $537,392 | 16,429 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $438,725 | 12,231 | Shares | Other | 2024-05-13 | |
| No filing history on record for this holder in this stock. | ||||||