Position in PECO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,163,445
+$86,872 QoQ
Shares Held
27,954
-2.8% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#174
of 441 holders
Holding Since
Sep 2021
19 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, 2026HARBOUR INVESTMENTS, INC. holds $7,926,476 across 17 REIT - Retail names. PECO ranks #2 (14.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
82,191 | $5,092,554 | |
| 2 | PECO |
Phillips Edison & Company, Inc.
This page
|
27,954 | $1,163,445 | |
| 3 | ADC |
Agree Realty Corp
|
7,891 | $597,664 | |
| 4 | KRG |
Kite Realty Group Trust
|
13,922 | $395,106 | |
| 5 | SPG |
Simon Property Group Inc.
|
1,127 | $252,053 | |
| 6 | IVT |
InvenTrust Properties Corp.
|
5,578 | $197,461 | |
| 7 | ALX |
Alexanders Inc
|
401 | $110,499 | |
| 8 | KIM |
Kimco Realty Corp
|
1,446 | $36,656 |
All Filings in PECO
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,163,445 | 27,954 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,076,573 | 28,770 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $631,723 | 17,760 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $665,006 | 19,371 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $715,662 | 20,430 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $773,624 | 21,201 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $812,020 | 21,677 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $852,246 | 22,600 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $748,895 | 22,895 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $858,404 | 23,931 | Shares | Sole | 2024-07-22 | |
| 2023-12-31 | $831,889 | 22,804 | Shares | Sole | 2024-02-16 | |
| 2023-09-30 | $809,152 | 24,125 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $2,292,936 | 67,281 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $2,393,231 | 73,367 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,463,811 | 77,381 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $2,222,597 | 79,237 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $2,647,308 | 79,237 | Shares | Sole | 2022-08-15 | |
| 2021-12-31 | $29,405 | 890 | Shares | Sole | 2022-02-16 | |
| 2021-09-30 | $27,331 | 890 | Shares | Sole | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||