Modern Wealth Management, LLC
Position in PECO — Phillips Edison & Company, Inc.
CIK 2001900
KANSAS CITY, MO
Position in PECO
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$3,754,123
+$11,911 QoQ
Shares Held
100,324
-4.6% QoQ
Ownership
0.080%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 0.002990311391092859.ToString("F0")%
Shared 0.ToString("F0")%
None 99.99700968860891.ToString("F0")%
Common Shares in PECO Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026Modern Wealth Management, LLC holds $8,364,117 across 5 REIT - Retail names. PECO ranks #1 (44.9% of the industry book) .
All Filings in PECO
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,754,123 | 100,324 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $3,742,212 | 105,207 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,819,590 | 111,261 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $4,066,597 | 116,089 | Shares | Sole | 2025-11-12 | |
| 2025-03-31 | $4,274,073 | 117,130 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,399,751 | 117,452 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $2,874,369 | 76,223 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $2,728,766 | 83,423 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $3,073,556 | 85,686 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $3,125,241 | 85,670 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||