Position in PECO
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$9,643,057
+$786,662 QoQ
Shares Held
257,698
+3.5% QoQ
Ownership
0.200%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
17 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 Mar 31, 2026HSBC HOLDINGS PLC holds $918,739,846 across 23 REIT - Retail names. PECO ranks #13 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
4,145,348 | $253,612,387 | |
| 2 | SPG |
Simon Property Group Inc.
|
1,280,948 | $238,935,227 | |
| 3 | REG |
Regency Centers Corp
|
1,377,387 | $104,213,095 | |
| 4 | KIM |
Kimco Realty Corp
|
3,843,354 | $86,360,161 | |
| 5 | BRX |
Brixmor Property Group Inc.
|
1,185,473 | $34,141,622 | |
| 6 | EPRT |
Essential Properties Realty Trust, Inc.
|
1,027,521 | $31,195,536 | |
| 7 | FRT |
Federal Realty Investment Trust
|
272,683 | $28,961,660 | |
| 8 | ADC |
Agree Realty Corp
|
365,065 | $27,518,598 |
All Filings in PECO
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,643,057 | 257,698 | Shares | Defined | 2026-04-30 | |
| 2025-12-31 | $8,856,395 | 248,985 | Shares | Defined | 2026-03-20 | |
| 2025-09-30 | $6,401,238 | 186,462 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $4,290,789 | 122,489 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $4,209,850 | 115,370 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $3,940,117 | 105,182 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $3,611,108 | 95,760 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $3,218,434 | 98,393 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $3,547,972 | 98,912 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,478,888 | 67,952 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,983,924 | 59,151 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,257,663 | 66,246 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $2,483,001 | 76,119 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $1,611,008 | 50,597 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $3,047,912 | 108,660 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $536,932 | 16,071 | Shares | Sole | 2022-08-11 | |
| 2021-12-31 | $621,713 | 18,817 | Shares | Defined | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||