Belpointe Asset Management LLC

Position in PECO — Phillips Edison & Company, Inc.

CIK 1721242 RENO, NV

Position in PECO

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$237,400

+$23,957 QoQ

Shares Held

5,704

0.0% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#320

of 443 holders

Holding Since

Mar 2022

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Belpointe Asset Management LLC holds $4,188,961 across 5 REIT - Retail names. PECO ranks #5 (5.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	O	Realty Income Corp	20,055	$1,242,607
2	FRT	Federal Realty Investment Trust	8,639	$1,066,398
3	SPG	Simon Property Group Inc.	4,451	$995,466
4	REG	Regency Centers Corp	8,115	$647,090
5	PECO	Phillips Edison & Company, Inc. This page	5,704	$237,400

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$237,400	5,704	0.0%	Shares	Sole	2026-07-31
2026-03-31	$213,443	5,704	-3.4%	Shares	Sole	2026-04-28
2025-12-31	$210,005	5,904	0.0%	Shares	Sole	2026-01-27
2025-09-30	$202,684	5,904	-3.9%	Shares	Sole	2025-11-03
2024-12-31	$230,191	6,145	-8.1%	Shares	Sole	2025-02-13
2024-09-30	$252,242	6,689	0.0%	Shares	Sole	2024-11-13
2024-06-30	$218,797	6,689	0.0%	Shares	Sole	2024-08-02
2024-03-31	$239,934	6,689	0.0%	Shares	Sole	2024-05-08
2023-12-31	$244,014	6,689	-80.4%	Shares	Sole	2024-02-13
2023-09-30	$1,144,686	34,129	-4.9%	Shares	Sole	2023-11-15
2023-06-30	$1,222,926	35,884	-12.7%	Shares	Sole	2023-08-15
2023-03-31	$1,340,421	41,092	+4.1%	Shares	Sole	2023-05-15
2022-12-31	$1,256,438	39,461	+2.0%	Shares	Sole	2023-02-08
2022-09-30	$1,085,591	38,702	-12.8%	Shares	Sole	2022-11-14
2022-06-30	$1,482,969	44,387	-0.2%	Shares	Sole	2022-08-02
2022-03-31	$1,529,701	44,481	—	Shares	Sole	2022-04-28
No filing history on record for this holder in this stock.