DIVERSIFY WEALTH MANAGEMENT, LLC
Position in PECO — Phillips Edison & Company, Inc.
CIK 2030780
SANDY, UT
Position in PECO
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,014,321
-$279,774 QoQ
Shares Held
24,371
-29.5% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#185
of 441 holders
Holding Since
Jun 2024
9 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 WEALTH MANAGEMENT, 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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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,014,321 | 24,371 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,294,095 | 34,583 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,177,118 | 33,093 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,459,883 | 42,525 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,025,609 | 57,825 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,715,038 | 74,405 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $2,930,083 | 78,219 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $3,201,428 | 84,896 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $2,839,914 | 86,821 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||