Outlook Wealth Advisors, LLC

Position in PECO — Phillips Edison & Company, Inc.

CIK 1767151 SHENANDOAH, TX

Position in PECO

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$1,738,300

+$175,417 QoQ

Shares Held

41,766

0.0% QoQ

Ownership

0.032%

of shares outstanding

% of Portfolio

1.04%

of 13F equity value

Holder Rank

#140

of 441 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Outlook Wealth Advisors, LLC holds $2,453,908 across 3 REIT - Retail names. PECO ranks #1 (70.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PECO	Phillips Edison & Company, Inc. This page	41,766	$1,738,300
2	SPG	Simon Property Group Inc.	1,656	$370,364
3	SKT	Tanger Inc.	8,747	$345,244

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,738,300	41,766	0.0%	Shares	Sole	2026-08-03
2026-03-31	$1,562,883	41,766	0.0%	Shares	Sole	2026-04-17
2025-12-31	$1,485,616	41,766	0.0%	Shares	Sole	2026-02-11
2025-09-30	$1,433,826	41,766	0.0%	Shares	Sole	2025-10-30
2025-06-30	$1,463,062	41,766	0.0%	Shares	Sole	2025-08-11
2025-03-31	$1,524,041	41,766	0.0%	Shares	Sole	2025-04-14
2024-12-31	$1,564,554	41,766	0.0%	Shares	Sole	2025-01-14
2024-09-30	$1,574,995	41,766	0.0%	Shares	Sole	2024-10-23
2024-06-30	$1,366,165	41,766	0.0%	Shares	Sole	2024-07-18
2024-03-31	$1,498,146	41,766	0.0%	Shares	Sole	2024-04-22
2023-12-31	$1,523,623	41,766	0.0%	Shares	Sole	2024-01-29
2023-09-30	$1,400,831	41,766	-0.7%	Shares	Sole	2023-10-10
2023-06-30	$1,433,064	42,050	0.0%	Shares	Sole	2023-07-10
2023-03-31	$1,371,671	42,050	0.0%	Shares	Sole	2023-04-18
2022-12-31	$1,338,872	42,050	0.0%	Shares	Sole	2023-02-14
2022-09-30	$1,179,502	42,050	+0.7%	Shares	Sole	2022-10-25
2022-06-30	$1,395,402	41,766	0.0%	Shares	Sole	2022-07-28
2022-03-31	$1,436,332	41,766	—	Shares	Sole	2022-07-28
No filing history on record for this holder in this stock.