Raleigh Capital Management Inc.

Position in PECO — Phillips Edison & Company, Inc.

CIK 1911726 CARY, NC

Position in PECO

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$389,896

+$42,265 QoQ

Shares Held

9,368

+0.8% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#266

of 441 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Raleigh Capital Management Inc. holds $2,690,873 across 4 REIT - Retail names. PECO ranks #3 (14.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KIM	Kimco Realty Corp	58,358	$1,479,375
2	O	Realty Income Corp	13,259	$821,527
3	PECO	Phillips Edison & Company, Inc. This page	9,368	$389,896
4	ADC	Agree Realty Corp	1	$75

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$389,896	9,368	+0.8%	Shares	Sole	2026-07-21
2026-03-31	$347,631	9,290	+0.9%	Shares	Sole	2026-04-28
2025-12-31	$327,564	9,209	+1.0%	Shares	Sole	2026-01-21
2025-09-30	$313,158	9,122	+0.7%	Shares	Sole	2025-11-04
2025-06-30	$317,266	9,057	+1.0%	Shares	Sole	2025-07-17
2025-03-31	$327,096	8,964	+0.8%	Shares	Sole	2025-04-29
2024-12-31	$332,981	8,889	-7.6%	Shares	Sole	2025-01-17
2024-09-30	$362,694	9,618	+0.8%	Shares	Sole	2024-10-21
2024-06-30	$311,955	9,537	+0.9%	Shares	Sole	2024-07-31
2024-03-31	$339,114	9,454	-19.7%	Shares	Sole	2024-05-13
2023-12-31	$429,624	11,777	+0.7%	Shares	Sole	2024-02-21
2023-09-30	$392,350	11,698	-2.5%	Shares	Sole	2023-12-08
2023-06-30	$408,789	11,995	+0.7%	Shares	Sole	2023-07-25
2023-03-31	$388,504	11,910	+0.6%	Shares	Sole	2023-05-22
2022-12-31	$376,794	11,834	+0.7%	Shares	Sole	2023-02-07
2022-09-30	$329,559	11,749	+0.6%	Shares	Sole	2022-11-09
2022-06-30	$390,128	11,677	-31.9%	Shares	Sole	2022-08-30
2022-03-31	$589,444	17,140	—	Shares	Sole	2022-05-12
No filing history on record for this holder in this stock.