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Highline Wealth Partners’s Phillips Edison & Co PECO Stock Holding History

Highline Wealth Partners’s Portfolio PECO Stock Details PECO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$106K Buy
2,535
+21
+0.8% +$839 0.02% 162
2026
Q1 		$94.1K Buy
2,514
+7
+0.3% +$260 0.02% 122
2025
Q4 		$89.2K Buy
+2,507
New +$87K 0.03% 97

Other funds holding PECO

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
VAM
Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $5.7B AUM 35.76% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Highline Wealth Partners's PECO Position: Q2 2026 in Review

Highline Wealth Partners increased its Phillips Edison & Co (PECO) stake by 0.84% in Q2 2026, buying an estimated $839 and bringing the position to 2,535 shares worth $106K. The position accounts for 0.02% of the portfolio, ranked #162.

Highline Wealth Partners first reported a position in PECO in Q4 2025 and has held it in 3 quarters since. 54 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

  • Highline Wealth Partners held 2,535 shares of Phillips Edison & Co worth $106K as of Q2 2026.
  • Highline Wealth Partners bought 21 Phillips Edison & Co shares in Q2 2026, an estimated $839.
  • Phillips Edison & Co made up 0.02% of Highline Wealth Partners's portfolio in Q2 2026, its #162 holding.
  • Highline Wealth Partners first reported a position in Phillips Edison & Co in Q4 2025 and has held it in 3 quarters since.
  • 54 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.