True Wealth Design, LLC

Position in PECO — Phillips Edison & Company, Inc.

CIK 1966033 AKRON, OH

Position in PECO

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$26,678

+$2,879 QoQ

Shares Held

641

+0.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#396

of 441 holders

Holding Since

Dec 2022

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

True Wealth Design, LLC holds $382,148 across 17 REIT - Retail names. PECO ranks #5 (7.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NNN	Nnn REIT, Inc.	3,471	$161,505
2	FRT	Federal Realty Investment Trust	748	$92,333
3	SPG	Simon Property Group Inc.	156	$34,889
4	REG	Regency Centers Corp	436	$34,766
5	PECO	Phillips Edison & Company, Inc. This page	641	$26,678
6	BRX	Brixmor Property Group Inc.	210	$6,621
7	ADC	Agree Realty Corp	80	$6,059
8	O	Realty Income Corp	56	$3,469

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$26,678	641	+0.8%	Shares	Sole	2026-07-16
2026-03-31	$23,799	636	+0.8%	Shares	Sole	2026-04-13
2025-12-31	$22,444	631	+10.7%	Shares	Sole	2026-01-08
2025-09-30	$19,568	570	+0.9%	Shares	Sole	2025-10-21
2025-06-30	$19,791	565	+0.9%	Shares	Sole	2025-08-06
2025-03-31	$20,434	560	+0.9%	Shares	Sole	2025-05-13
2024-12-31	$20,790	555	+0.7%	Shares	Sole	2025-02-14
2024-09-30	$20,778	551	+7.0%	Shares	Sole	2024-11-14
2023-12-31	$18,787	515	+1.0%	Shares	Sole	2024-02-14
2023-09-30	$17,105	510	+0.8%	Shares	Sole	2023-11-13
2023-06-30	$17,244	506	+1.0%	Shares	Sole	2023-08-14
2023-03-31	$16,342	501	+0.2%	Shares	Sole	2023-05-12
2022-12-31	$15,920	500	—	Shares	Sole	2023-02-15
No filing history on record for this holder in this stock.