Corient Private Wealth LLC

Position in PECO — Phillips Edison & Company, Inc.

CIK 1948780 MIAMI, FL

Position in PECO

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$3,016,987

+$2,800,434 QoQ

Shares Held

80,625

+1178.1% QoQ

Ownership

0.064%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2023

10 quarters on record

Voting authority Sole 99.5013953488372.ToString("F0")% Shared 0.ToString("F0")% None 0.4986046511627907.ToString("F0")%

Real Estate · as of Mar 31, 2026

Corient Private Wealth LLC holds $62,636,171 across 20 REIT - Retail names. PECO ranks #6 (4.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NNN	Nnn REIT, Inc.	320,389	$13,465,949
2	SPG	Simon Property Group Inc.	53,028	$9,891,311
3	O	Realty Income Corp	130,383	$7,976,831
4	REG	Regency Centers Corp	66,679	$5,044,933
5	ADC	Agree Realty Corp	48,780	$3,677,036
6	PECO	Phillips Edison & Company, Inc. This page	80,625	$3,016,987
7	NTST	NETSTREIT Corp.	140,009	$2,636,369
8	FCPT	Four Corners Property Trust, Inc.	110,928	$2,623,447

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,016,987	80,625	+1178.1%	Shares	Sole	2026-05-15
2025-09-30	$216,553	6,308	+1.8%	Shares	Sole	2025-11-14
2025-06-30	$216,975	6,194	-1.2%	Shares	Sole	2025-09-26
2025-03-31	$228,755	6,269	-15.3%	Shares	Sole	2025-05-14
2024-12-31	$277,241	7,401	-0.4%	Shares	Sole	2025-02-10
2024-09-30	$280,109	7,428	+12.8%	Shares	Sole	2024-11-12
2024-06-30	$215,493	6,588	-22.3%	Shares	Sole	2024-08-13
2024-03-31	$304,249	8,482	-5.7%	Shares	Sole	2024-05-09
2023-12-31	$328,283	8,999	+11.2%	Shares	Sole	2024-02-09
2023-09-30	$271,338	8,090	—	Shares	Sole	2023-11-03
No filing history on record for this holder in this stock.