Cassaday & Co Wealth Management LLC
Position in PECO — Phillips Edison & Company, Inc.
CIK 1963612
MCLEAN, VA
Position in PECO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$86,694
+$6,204 QoQ
Shares Held
2,083
-3.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#366
of 441 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PECO Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Cassaday & Co Wealth Management LLC holds $365,227 across 8 REIT - Retail names. PECO ranks #2 (23.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FRT |
Federal Realty Investment Trust
|
1,251 | $154,423 | |
| 2 | PECO |
Phillips Edison & Company, Inc.
This page
|
2,083 | $86,694 | |
| 3 | O |
Realty Income Corp
|
913 | $56,569 | |
| 4 | IVT |
InvenTrust Properties Corp.
|
946 | $33,488 | |
| 5 | BRX |
Brixmor Property Group Inc.
|
913 | $28,786 | |
| 6 | FCPT |
Four Corners Property Trust, Inc.
|
178 | $4,369 | |
| 7 | SPG |
Simon Property Group Inc.
|
3 | $670 | |
| 8 | KIM |
Kimco Realty Corp
|
9 | $228 |
All Filings in PECO
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $86,694 | 2,083 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $80,490 | 2,151 | Shares | Sole | 2026-05-07 | |
| No filing history on record for this holder in this stock. | ||||||