Position in PECO
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$268,116
+$29,078 QoQ
Shares Held
6,442
+0.8% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#305
of 441 holders
Holding Since
Dec 2024
7 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, 2026Plan A Wealth LLC holds $525,089 across 2 REIT - Retail names. PECO ranks #1 (51.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PECO |
Phillips Edison & Company, Inc.
This page
|
6,442 | $268,116 | |
| 2 | SPG |
Simon Property Group Inc.
|
1,149 | $256,973 |
All Filings in PECO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $268,116 | 6,442 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $239,038 | 6,388 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $225,229 | 6,332 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $215,317 | 6,272 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $219,077 | 6,254 | Shares | Sole | 2025-11-06 | |
| 2025-03-31 | $228,208 | 6,254 | Shares | Sole | 2025-11-06 | |
| 2024-12-31 | $234,274 | 6,254 | Shares | Sole | 2025-11-06 | |
| No filing history on record for this holder in this stock. | ||||||