Corient Private Wealth LLC

Position in PECO — Phillips Edison & Company, Inc.

CIK 1948780 MIAMI, FL

Position in PECO

as of Jun 30, 2026 · filed Aug 27, 2026 Compact

Position Value

$3,505,652

+$488,665 QoQ

Shares Held

84,230

+4.5% QoQ

Ownership

0.065%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#101

of 443 holders

Holding Since

Sep 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Corient Private Wealth LLC holds $85,784,280 across 20 REIT - Retail names. PECO ranks #6 (4.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NNN	Nnn REIT, Inc.	434,654	$20,224,449
2	SPG	Simon Property Group Inc.	87,140	$19,488,860
3	O	Realty Income Corp	161,377	$9,998,918
4	REG	Regency Centers Corp	82,252	$6,558,773
5	FRT	Federal Realty Investment Trust	30,027	$3,706,532
6	PECO	Phillips Edison & Company, Inc. This page	84,230	$3,505,652
7	GTY	Getty Realty Corp /Md/	95,590	$3,188,882
8	FCPT	Four Corners Property Trust, Inc.	112,843	$2,770,295

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,505,652	84,230	+4.5%	Shares	Sole	2026-08-27
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.