Position in PECO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$6,908
+$697 QoQ
Shares Held
166
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#410
of 441 holders
Holding Since
Jun 2025
5 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, 2026ALERUS FINANCIAL NA holds $1,169,817 across 6 REIT - Retail names. PECO ranks #3 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
18,469 | $1,144,339 | |
| 2 | IVT |
InvenTrust Properties Corp.
|
300 | $10,620 | |
| 3 | PECO |
Phillips Edison & Company, Inc.
This page
|
166 | $6,908 | |
| 4 | REG |
Regency Centers Corp
|
44 | $3,508 | |
| 5 | SPG |
Simon Property Group Inc.
|
12 | $2,683 | |
| 6 | KRG |
Kite Realty Group Trust
|
62 | $1,759 |
All Filings in PECO
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,908 | 166 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $6,211 | 166 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $5,904 | 166 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $5,698 | 166 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $5,814 | 166 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||