INDEPENDENT FINANCIAL GROUP, LLC

Position in PECO — Phillips Edison & Company, Inc.

CIK 275484 SAN DIEGO, CA

Position in PECO

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$3,051,869

+$143,961 QoQ

Shares Held

73,327

-5.6% QoQ

Ownership

0.057%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

of 87 holders

Holding Since

Sep 2021

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

INDEPENDENT FINANCIAL GROUP, LLC holds $8,672,768 across 4 REIT - Retail names. PECO ranks #2 (35.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	O	Realty Income Corp	60,608	$3,755,271
2	PECO	Phillips Edison & Company, Inc. This page	73,327	$3,051,869
3	SPG	Simon Property Group Inc.	5,725	$1,280,396
4	IVT	InvenTrust Properties Corp.	16,532	$585,232

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,051,869	73,327	-5.6%	Shares	Sole	2026-07-15
2026-03-31	$2,907,908	77,710	-1.7%	Shares	Sole	2026-05-15
2025-12-31	$2,811,879	79,052	-1.9%	Shares	Sole	2026-05-15
2025-09-30	$2,766,036	80,572	+4.1%	Shares	Sole	2026-05-15
2025-06-30	$2,711,602	77,408	-31.8%	Shares	Sole	2026-05-15
2025-03-31	$4,139,389	113,439	-30.4%	Shares	Sole	2026-05-19
2024-12-31	$6,104,931	162,972	+18.6%	Shares	Sole	2026-06-12
2024-09-30	$5,181,316	137,399	-14.6%	Shares	Sole	2026-06-12
2024-06-30	$5,262,940	160,897	-12.5%	Shares	Sole	2026-06-12
2024-03-31	$6,592,583	183,791	+2.0%	Shares	Sole	2026-06-12
2023-12-31	$6,571,288	180,134	-27.8%	Shares	Sole	2026-06-12
2023-09-30	$8,368,028	249,494	+17.7%	Shares	Sole	2026-06-12
2023-06-30	$7,227,107	212,063	+2.4%	Shares	Sole	2026-06-12
2023-03-31	$6,756,254	207,120	-2.8%	Shares	Sole	2026-06-12
2022-12-31	$6,781,633	212,991	-5.5%	Shares	Sole	2026-06-15
2022-09-30	$6,324,685	225,479	+23.9%	Shares	Sole	2026-06-15
2022-06-30	$6,082,056	182,043	-0.2%	Shares	Sole	2026-06-12
2022-03-31	$6,274,627	182,455	+1420.5%	Shares	Sole	2026-06-12
2021-12-31	$396,480	12,000	0.0%	Shares	Sole	2026-06-15
2021-09-30	$368,520	12,000	—	Shares	Sole	2026-06-15
No filing history on record for this holder in this stock.