COMMONWEALTH EQUITY SERVICES, LLC
Position in PECO — Phillips Edison & Company, Inc.
CIK 312272
WALTHAM, MA
Position in PECO
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$5,346,505
+$508,923 QoQ
Shares Held
128,460
-0.6% QoQ
Ownership
0.100%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#77
of 444 holders
Holding Since
Mar 2022
18 quarters on record
Common Shares in PECO Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026COMMONWEALTH EQUITY SERVICES, LLC holds $74,130,206 across 16 REIT - Retail names. PECO ranks #5 (7.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
416,231 | $25,789,672 | |
| 2 | SPG |
Simon Property Group Inc.
|
56,117 | $12,550,567 | |
| 3 | KIM |
Kimco Realty Corp
|
345,278 | $8,752,797 | |
| 4 | NNN |
Nnn REIT, Inc.
|
132,683 | $6,173,739 | |
| 5 | PECO |
Phillips Edison & Company, Inc.
This page
|
128,460 | $5,346,505 | |
| 6 | IVT |
InvenTrust Properties Corp.
|
84,148 | $2,978,839 | |
| 7 | GTY |
Getty Realty Corp /Md/
|
74,723 | $2,492,759 | |
| 8 | REG |
Regency Centers Corp
|
28,382 | $2,263,180 |
All Filings in PECO
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,346,505 | 128,460 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $4,837,582 | 129,278 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $5,687,714 | 159,902 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $6,044,998 | 176,085 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $6,591,244 | 188,160 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $8,450,938 | 231,596 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $7,309,457 | 195,127 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $7,383,693 | 195,802 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $7,847,292 | 239,905 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $8,524,218 | 237,642 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $8,542,047 | 234,157 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $8,088,405 | 241,157 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $8,841,647 | 259,438 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $8,874,466 | 272,056 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $8,988,049 | 282,288 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $8,317,049 | 296,508 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $10,107,694 | 302,535 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $9,931,625 | 288,794 | Shares | Sole | 2022-05-04 | |
| No filing history on record for this holder in this stock. | ||||||