HIGHLINE WEALTH PARTNERS LLC
Position in PECO — Phillips Edison & Company, Inc.
CIK 2042654
SHERMAN OAKS, CA
Position in PECO
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$105,506
+$11,433 QoQ
Shares Held
2,535
+0.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#360
of 443 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PECO Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026HIGHLINE WEALTH PARTNERS LLC holds $209,245 across 8 REIT - Retail names. PECO ranks #1 (50.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PECO |
Phillips Edison & Company, Inc.
This page
|
2,535 | $105,506 | |
| 2 | FRT |
Federal Realty Investment Trust
|
285 | $35,180 | |
| 3 | SPG |
Simon Property Group Inc.
|
147 | $32,876 | |
| 4 | O |
Realty Income Corp
|
403 | $24,969 | |
| 5 | BRX |
Brixmor Property Group Inc.
|
253 | $7,977 | |
| 6 | REG |
Regency Centers Corp
|
15 | $1,196 | |
| 7 | ADC |
Agree Realty Corp
|
14 | $1,060 | |
| 8 | KIM |
Kimco Realty Corp
|
19 | $481 |
All Filings in PECO
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $105,506 | 2,535 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $94,073 | 2,514 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $89,173 | 2,507 | Shares | Sole | 2026-01-15 | |
| No filing history on record for this holder in this stock. | ||||||