PFG Investments, LLC

Position in PECO — Phillips Edison & Company, Inc.

CIK 1973224 WOODBURY, NY

Position in PECO

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$1,224,710

+$125,423 QoQ

Shares Held

29,426

+0.2% QoQ

Ownership

0.023%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#25

of 113 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

PFG Investments, LLC holds $4,951,175 across 5 REIT - Retail names. PECO ranks #2 (24.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	O	Realty Income Corp	38,297	$2,372,882
2	PECO	Phillips Edison & Company, Inc. This page	29,426	$1,224,710
3	SPG	Simon Property Group Inc.	2,271	$507,909
4	WSR	Whitestone REIT	26,100	$494,856
5	KIM	Kimco Realty Corp	13,839	$350,818

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,224,710	29,426	+0.2%	Shares	Sole	2026-07-23
2026-03-31	$1,099,287	29,377	-1.4%	Shares	Sole	2026-04-27
2025-12-31	$1,059,879	29,797	-3.0%	Shares	Sole	2026-01-26
2025-09-30	$1,054,583	30,719	+8.1%	Shares	Sole	2025-10-31
2025-06-30	$995,552	28,420	+3.8%	Shares	Sole	2025-07-18
2025-03-31	$998,621	27,367	+0.2%	Shares	Sole	2025-04-22
2024-12-31	$1,023,070	27,311	-5.8%	Shares	Sole	2025-01-22
2024-09-30	$1,092,873	28,981	-15.6%	Shares	Sole	2024-10-24
2024-06-30	$1,123,097	34,335	-6.7%	Shares	Sole	2024-08-07
2024-03-31	$1,320,697	36,819	+403.6%	Shares	Sole	2024-04-22
2023-12-31	$266,705	7,311	+3.9%	Shares	Sole	2024-01-17
2023-09-30	$235,953	7,035	-52.7%	Shares	Sole	2023-11-06
2023-06-30	$507,110	14,880	-2.5%	Shares	Sole	2023-08-03
2023-03-31	$497,879	15,263	—	Shares	Sole	2023-05-11
No filing history on record for this holder in this stock.