Fiduciary Alliance LLC
Position in PECO — Phillips Edison & Company, Inc.
CIK 1954805
GREENVILLE, SC
Position in PECO
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$571,359
+$57,658 QoQ
Shares Held
13,728
0.0% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#228
of 441 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PECO Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Fiduciary Alliance LLC holds $2,018,235 across 3 REIT - Retail names. PECO ranks #2 (28.3% of the industry book) .
All Filings in PECO
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $571,359 | 13,728 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $513,701 | 13,728 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $546,248 | 15,357 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $636,134 | 18,530 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $694,154 | 19,816 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $723,085 | 19,816 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $672,594 | 17,955 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $677,083 | 17,955 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $587,308 | 17,955 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $710,799 | 19,816 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $722,887 | 19,816 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $664,628 | 19,816 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $675,329 | 19,816 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $646,397 | 19,816 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $630,941 | 19,816 | Shares | Sole | 2023-01-19 | |
| No filing history on record for this holder in this stock. | ||||||