IHT Wealth Management, LLC
Position in PECO — Phillips Edison & Company, Inc.
CIK 1697490
Chicago, IL
Position in PECO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$286,720
+$30,094 QoQ
Shares Held
6,889
+0.5% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#296
of 441 holders
Holding Since
Jun 2022
17 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, 2026IHT Wealth Management, LLC holds $2,372,020 across 3 REIT - Retail names. PECO ranks #3 (12.1% of the industry book) .
All Filings in PECO
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $286,720 | 6,889 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $256,626 | 6,858 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $242,018 | 6,804 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $232,963 | 6,786 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $237,328 | 6,775 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $319,980 | 8,769 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $702,712 | 18,759 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $832,749 | 22,083 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $722,007 | 22,073 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $791,399 | 22,063 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $804,529 | 22,054 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $739,355 | 22,044 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $795,938 | 23,355 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $700,025 | 21,460 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $700,320 | 21,995 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $617,997 | 22,032 | Shares | Sole | 2022-11-22 | |
| 2022-06-30 | $712,067 | 21,313 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||