CREATIVE FINANCIAL DESIGNS INC /ADV
Position in PECO — Phillips Edison & Company, Inc.
CIK 819864
KOKOMO, IN
Position in PECO
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$5,868
-$1,204 QoQ
Shares Held
141
-25.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#413
of 441 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PECO Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026CREATIVE FINANCIAL DESIGNS INC /ADV holds $1,048,980 across 9 REIT - Retail names. PECO ranks #8 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FRT |
Federal Realty Investment Trust
|
4,101 | $506,227 | |
| 2 | O |
Realty Income Corp
|
4,590 | $284,396 | |
| 3 | SPG |
Simon Property Group Inc.
|
332 | $74,251 | |
| 4 | REG |
Regency Centers Corp
|
783 | $62,436 | |
| 5 | ADC |
Agree Realty Corp
|
718 | $54,381 | |
| 6 | KIM |
Kimco Realty Corp
|
1,611 | $40,838 | |
| 7 | IVT |
InvenTrust Properties Corp.
|
491 | $17,381 | |
| 8 | PECO |
Phillips Edison & Company, Inc.
This page
|
141 | $5,868 |
All Filings in PECO
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,868 | 141 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $7,072 | 189 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $11,987 | 337 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $11,466 | 334 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $15,062 | 430 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $15,544 | 426 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $15,845 | 423 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $15,800 | 419 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $16,845 | 515 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $18,329 | 511 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $56,288 | 1,543 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $16,837 | 502 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $29,002 | 851 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $50,952 | 1,562 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $52,695 | 1,655 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $46,170 | 1,646 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $24,021 | 719 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $24,726 | 719 | Shares | Sole | 2022-04-15 | |
| No filing history on record for this holder in this stock. | ||||||