Clearstead Advisors, LLC

Position in PECO — Phillips Edison & Company, Inc.

CIK 842775 CLEVELAND, OH

Position in PECO

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$30,673

+$6,874 QoQ

Shares Held

737

+15.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#391

of 441 holders

Holding Since

Sep 2022

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Clearstead Advisors, LLC holds $4,107,768 across 26 REIT - Retail names. PECO ranks #8 (0.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPG	Simon Property Group Inc.	8,698	$1,945,307
2	O	Realty Income Corp	23,281	$1,442,490
3	NNN	Nnn REIT, Inc.	8,379	$389,874
4	FCPT	Four Corners Property Trust, Inc.	3,776	$92,700
5	REG	Regency Centers Corp	729	$58,130
6	FRT	Federal Realty Investment Trust	400	$49,376
7	KIM	Kimco Realty Corp	1,474	$37,365
8	PECO	Phillips Edison & Company, Inc. This page	737	$30,673

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$30,673	737	+15.9%	Shares	Sole	2026-08-06
2026-03-31	$23,799	636	+287.8%	Shares	Sole	2026-05-06
2025-12-31	$5,833	164	+3.8%	Shares	Sole	2026-02-09
2025-09-30	$5,424	158	0.0%	Shares	Sole	2025-11-10
2025-06-30	$5,534	158	-82.1%	Shares	Sole	2025-08-08
2023-12-31	$32,138	881	0.0%	Shares	Sole	2024-02-12
2023-09-30	$29,548	881	0.0%	Shares	Sole	2023-11-07
2023-06-30	$30,024	881	0.0%	Shares	Sole	2023-08-07
2023-03-31	$28,738	881	0.0%	Shares	Sole	2023-05-09
2022-12-31	$28,051	881	0.0%	Shares	Sole	2023-02-14
2022-09-30	$24,712	881	—	Shares	Sole	2022-11-15
No filing history on record for this holder in this stock.