Prestige Wealth Management Group LLC
Position in PECO — Phillips Edison & Company, Inc.
CIK 1772715
FLEMINGTON, NJ
Position in PECO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$55,479
+$5,599 QoQ
Shares Held
1,333
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#377
of 443 holders
Holding Since
Mar 2022
18 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, 2026Prestige Wealth Management Group LLC holds $1,081,676 across 6 REIT - Retail names. PECO ranks #3 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
8,288 | $513,524 | |
| 2 | SPG |
Simon Property Group Inc.
|
2,272 | $508,132 | |
| 3 | PECO |
Phillips Edison & Company, Inc.
This page
|
1,333 | $55,479 | |
| 4 | NNN |
Nnn REIT, Inc.
|
64 | $2,977 | |
| 5 | AKR |
Acadia Realty Trust
|
42 | $878 | |
| 6 | EPRT |
Essential Properties Realty Trust, Inc.
|
23 | $686 |
All Filings in PECO
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $55,479 | 1,333 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $49,880 | 1,333 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $47,414 | 1,333 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $45,761 | 1,333 | Shares | Sole | 2026-02-20 | |
| 2025-06-30 | $46,694 | 1,333 | Shares | Sole | 2026-02-20 | |
| 2025-03-31 | $48,641 | 1,333 | Shares | Sole | 2026-02-20 | |
| 2024-12-31 | $49,934 | 1,333 | Shares | Sole | 2026-02-20 | |
| 2024-09-30 | $50,267 | 1,333 | Shares | Sole | 2026-02-20 | |
| 2024-06-30 | $43,602 | 1,333 | Shares | Sole | 2026-02-20 | |
| 2024-03-31 | $47,814 | 1,333 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $48,627 | 1,333 | Shares | Sole | 2024-04-26 | |
| 2023-09-30 | $44,708 | 1,333 | Shares | Sole | 2024-04-26 | |
| 2023-06-30 | $45,428 | 1,333 | Shares | Sole | 2024-04-26 | |
| 2023-03-31 | $43,482 | 1,333 | Shares | Sole | 2024-04-26 | |
| 2022-12-31 | $42,442 | 1,333 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $37,390 | 1,333 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $44,535 | 1,333 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $45,841 | 1,333 | Shares | Sole | 2022-05-05 | |
| No filing history on record for this holder in this stock. | ||||||