MONEY CONCEPTS CAPITAL CORP

Position in PECO — Phillips Edison & Company, Inc.

CIK 716851 PALM BEACH GARDENS, FL

Position in PECO

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$2,692,356

+$132,828 QoQ

Shares Held

64,689

-5.4% QoQ

Ownership

0.050%

of shares outstanding

% of Portfolio

0.34%

of 13F equity value

Holder Rank

#113

of 441 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

MONEY CONCEPTS CAPITAL CORP holds $6,849,538 across 3 REIT - Retail names. PECO ranks #2 (39.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	O	Realty Income Corp	48,332	$2,994,650
2	PECO	Phillips Edison & Company, Inc. This page	64,689	$2,692,356
3	SPG	Simon Property Group Inc.	5,198	$1,162,532

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,692,356	64,689	-5.4%	Shares	Sole	2026-08-04
2026-03-31	$2,559,528	68,400	-5.1%	Shares	Sole	2026-04-30
2025-12-31	$2,564,774	72,105	-8.3%	Shares	Sole	2026-02-04
2025-09-30	$2,699,985	78,648	-0.8%	Shares	Sole	2025-11-04
2025-06-30	$2,778,124	79,307	-0.5%	Shares	Sole	2025-08-14
2025-03-31	$2,907,815	79,688	-2.7%	Shares	Sole	2025-04-24
2024-12-31	$3,067,449	81,886	+1.6%	Shares	Sole	2025-01-27
2024-09-30	$3,039,237	80,595	-5.7%	Shares	Sole	2024-10-31
2024-06-30	$2,797,064	85,511	-0.2%	Shares	Sole	2024-08-02
2024-03-31	$3,072,624	85,660	+0.5%	Shares	Sole	2024-05-01
2023-12-31	$3,109,628	85,242	+2.9%	Shares	Sole	2024-02-12
2023-09-30	$2,777,816	82,821	+2.5%	Shares	Sole	2023-11-01
2023-06-30	$2,753,629	80,799	-3.3%	Shares	Sole	2023-08-01
2023-03-31	$2,726,607	83,587	-26.1%	Shares	Sole	2023-05-01
2022-12-31	$3,601,486	113,112	+35.8%	Shares	Sole	2023-02-14
2022-09-30	$2,336,060	83,282	+10.4%	Shares	Sole	2022-10-27
2022-06-30	$2,520,149	75,431	-27.4%	Shares	Sole	2022-07-18
2022-03-31	$3,571,711	103,859	—	Shares	Sole	2022-05-13
No filing history on record for this holder in this stock.