Modern Wealth Management, LLC

Position in PECO — Phillips Edison & Company, Inc.

CIK 2001900 KANSAS CITY, MO

Position in PECO

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$4,030,771

+$276,648 QoQ

Shares Held

96,847

-3.5% QoQ

Ownership

0.075%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#91

of 441 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Modern Wealth Management, LLC holds $9,546,546 across 4 REIT - Retail names. PECO ranks #2 (42.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPG	Simon Property Group Inc.	18,640	$4,168,834
2	PECO	Phillips Edison & Company, Inc. This page	96,847	$4,030,771
3	O	Realty Income Corp	16,821	$1,042,227
4	KRG	Kite Realty Group Trust	10,737	$304,714

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,030,771	96,847	-3.5%	Shares	Other	2026-08-14
2026-03-31	$3,754,123	100,324	-4.6%	Shares	Other	2026-05-14
2025-12-31	$3,742,212	105,207	-5.4%	Shares	Sole	2026-02-17
2025-09-30	$3,819,590	111,261	—	Shares	Sole	2025-11-12
No filing history on record for this holder in this stock.