Position in PECO
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$22,682
+$8,239 QoQ
Shares Held
545
+41.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#399
of 441 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PECO Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Bare Financial Services, Inc holds $172,739 across 20 REIT - Retail names. PECO ranks #3 (13.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
426 | $26,394 | |
| 2 | MAC |
Macerich Co
|
1,047 | $26,372 | |
| 3 | PECO |
Phillips Edison & Company, Inc.
This page
|
545 | $22,682 | |
| 4 | SKT |
Tanger Inc.
|
487 | $19,221 | |
| 5 | CURB |
Curbline Properties Corp.
|
459 | $13,953 | |
| 6 | SPG |
Simon Property Group Inc.
|
59 | $13,194 | |
| 7 | BFS |
Saul Centers, Inc.
|
214 | $8,001 | |
| 8 | FCPT |
Four Corners Property Trust, Inc.
|
300 | $7,364 |
All Filings in PECO
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,682 | 545 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $14,443 | 386 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $10,599 | 298 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,510 | 44 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $7,671 | 219 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,605 | 44 | Shares | Sole | 2025-05-12 | |
| No filing history on record for this holder in this stock. | ||||||