Highline Wealth Partners
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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
Q3 		$94.7K Hold
2,535
– – 0.02% 186
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

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
McAdam LLC
McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $21.9B AUM 28.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Highline Wealth Partners's PECO Position: Q3 2026 in Review

Highline Wealth Partners held its Phillips Edison & Co (PECO) position steady in Q3 2026 at 2,535 shares worth $94.7K. The position accounts for 0.02% of the portfolio, ranked #186.

Highline Wealth Partners first reported a position in PECO in Q4 2025 and has held it in 4 quarters since. The position peaked at $106K in Q2 2026. 142 funds tracked by Wall St. Rank hold PECO as of Q3 2026.

  • Highline Wealth Partners held 2,535 shares of Phillips Edison & Co worth $94.7K as of Q3 2026.
  • Highline Wealth Partners left its Phillips Edison & Co share count unchanged in Q3 2026.
  • Phillips Edison & Co made up 0.02% of Highline Wealth Partners's portfolio in Q3 2026, its #186 holding.
  • Highline Wealth Partners first reported a position in Phillips Edison & Co in Q4 2025 and has held it in 4 quarters since.
  • Highline Wealth Partners's Phillips Edison & Co position peaked at $106K in Q2 2026.
  • 142 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q3 2026.

Based on Highline Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.