BANK OF AMERICA CORP /DE/
BankPosition in PECO — Phillips Edison & Company, Inc.
CIK 70858
CHARLOTTE, NC
Position in PECO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$46,753,867
+$26,031,534 QoQ
Shares Held
1,123,351
+102.9% QoQ
Ownership
0.873%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#16
of 444 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 67%
Shared 0%
None 33%
Common Shares in PECO Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026BANK OF AMERICA CORP /DE/ holds $4,180,475,333 across 25 REIT - Retail names. PECO ranks #12 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
8,248,498 | $1,844,776,573 | |
| 2 | O |
Realty Income Corp
|
19,117,994 | $1,184,550,904 | |
| 3 | KIM |
Kimco Realty Corp
|
9,274,605 | $235,111,235 | |
| 4 | KRG |
Kite Realty Group Trust
|
5,525,131 | $156,803,216 | |
| 5 | ADC |
Agree Realty Corp
|
1,728,560 | $130,921,132 | |
| 6 | BRX |
Brixmor Property Group Inc.
|
2,866,530 | $90,381,688 | |
| 7 | NNN |
Nnn REIT, Inc.
|
1,885,611 | $87,737,478 | |
| 8 | FRT |
Federal Realty Investment Trust
|
552,107 | $68,152,086 |
All Filings in PECO
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $46,753,867 | 1,123,351 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $20,722,333 | 553,777 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $22,352,151 | 628,399 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $14,240,389 | 414,809 | Shares | Defined | 2026-02-03 | |
| 2025-06-30 | $14,146,198 | 403,831 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $14,290,394 | 391,625 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $11,467,926 | 306,138 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $12,619,083 | 334,635 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $10,784,942 | 329,714 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $12,510,556 | 348,775 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $8,407,178 | 230,460 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $7,261,877 | 216,514 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $5,583,937 | 163,848 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $2,499,636 | 76,629 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $2,153,050 | 67,621 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $1,333,635 | 47,545 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $2,869,650 | 85,892 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $2,241,023 | 65,165 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $1,563,187 | 47,312 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 | $197,955 | 6,446 | Shares | Defined | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||