Back to PECO
Outlook Wealth Advisors, LLC → PECO
Outlook Wealth Advisors, LLC PECO Position History
Phillips Edison & Company, Inc. • Real Estate
Quarters held
5
Latest value
$1.6M
Q3 2026
Peak value
$1.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.4M |
| Q4 2025 | $1.5M |
| Q1 2026 | $1.6M |
| Q2 2026 | $1.7M |
| Q3 2026 | $1.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.6M | 41.8K | — | — |
| Q2 2026 | $1.7M | 41.8K | — | — |
| Q1 2026 | $1.6M | 41.8K | — | — |
| Q4 2025 | $1.5M | 41.8K | — | — |
| Q3 2025 | $1.4M | 41.8K | — | — |
Other funds holding PECO
$464.3M
$304.2M
$304.2M
$267.6M
$157.4M
$115.6M
$75.4M