AXXCESS WEALTH MANAGEMENT, LLC

Position in PECO — Phillips Edison & Company, Inc.

CIK 1911056 CARLSBAD, CA

Position in PECO

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$403,048

+$58,589 QoQ

Shares Held

9,684

0.0% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#260

of 441 holders

Holding Since

Mar 2022

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

AXXCESS WEALTH MANAGEMENT, LLC holds $2,914,312 across 4 REIT - Retail names. PECO ranks #4 (13.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPG	Simon Property Group Inc.	6,216	$1,390,208
2	O	Realty Income Corp	10,736	$665,202
3	NNN	Nnn REIT, Inc.	9,797	$455,854
4	PECO	Phillips Edison & Company, Inc. This page	9,684	$403,048

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$403,048	9,684	0.0%	Shares	Sole	2026-07-28
2025-12-31	$344,459	9,684	-13.1%	Shares	Sole	2026-02-19
2025-09-30	$382,676	11,147	0.0%	Shares	Sole	2025-11-07
2025-06-30	$390,479	11,147	-15.5%	Shares	Sole	2025-07-28
2025-03-31	$481,266	13,189	0.0%	Shares	Sole	2025-04-30
2024-12-31	$494,059	13,189	-1.5%	Shares	Sole	2025-02-10
2024-09-30	$505,125	13,395	0.0%	Shares	Sole	2024-11-04
2024-06-30	$438,150	13,395	-5.9%	Shares	Sole	2024-08-09
2024-03-31	$510,358	14,228	-6.9%	Shares	Sole	2024-05-14
2023-12-31	$557,523	15,283	-39.1%	Shares	Sole	2024-02-06
2023-09-30	$842,189	25,110	+210.8%	Shares	Sole	2023-11-14
2023-06-30	$275,366	8,080	-12.4%	Shares	Sole	2023-08-08
2023-03-31	$300,984	9,227	-4.8%	Shares	Sole	2023-05-03
2022-12-31	$308,752	9,697	0.0%	Shares	Sole	2023-02-16
2022-09-30	$272,000	9,697	0.0%	Shares	Sole	2022-11-14
2022-06-30	$323,976	9,697	0.0%	Shares	Sole	2022-08-11
2022-03-31	$333,479	9,697	—	Shares	Sole	2022-08-11
No filing history on record for this holder in this stock.