Diversify Advisory Services, LLC
Position in PECO — Phillips Edison & Company, Inc.
CIK 2021232
SANDY, UT
Position in PECO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,014,321
+$806,559 QoQ
Shares Held
24,371
+310.9% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#186
of 441 holders
Holding Since
Mar 2024
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PECO Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Diversify Advisory Services, LLC holds $7,664,106 across 4 REIT - Retail names. PECO ranks #3 (13.2% of the industry book) .
All Filings in PECO
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,014,321 | 24,371 | Shares | Sole | 2026-08-10 | |
| 2025-06-30 | $207,762 | 5,931 | Shares | Sole | 2025-08-14 | |
| 2024-03-31 | $302,384 | 8,430 | Shares | Sole | 2024-04-30 | |
| No filing history on record for this holder in this stock. | ||||||