Avior Wealth Management, LLC
Position in PECO — Phillips Edison & Company, Inc.
CIK 1599868
OMAHA, NE
Position in PECO
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$874,061
+$88,204 QoQ
Shares Held
21,001
0.0% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#197
of 443 holders
Holding Since
Mar 2022
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PECO Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Avior Wealth Management, LLC holds $1,613,346 across 3 REIT - Retail names. PECO ranks #1 (54.2% of the industry book) .
All Filings in PECO
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $874,061 | 21,001 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $785,857 | 21,001 | Shares | Sole | 2026-04-09 | |
| 2024-03-31 | $860 | 24 | Shares | Sole | 2024-04-30 | |
| 2023-06-30 | $34,386 | 1,009 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $32,587 | 999 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $38,462 | 1,208 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $36,352 | 1,296 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $85,963 | 2,573 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $122,497 | 3,562 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||