AmeriFlex Group’s Phillips Edison & Co PECO Stock Holding History

AmeriFlex Group’s Portfolio PECO Stock Details PECO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$672K	Sell	17,957 -1,215	-6%	-$45.2K	0.34%	64
2025 Q4	$682K	Sell	19,172 -4,770	-20%	-$166K	0.35%	57
2025 Q3	$822K	Buy	23,942 +18,255	+321%	+$633K	0.31%	62
2025 Q2	$199K	Sell	5,687 -13,358	-70%	-$473K	0.1%	168
2025 Q1	$695K	Sell	19,045 -754	-4%	-$27.2K	0.28%	75
2024 Q4	$719K	Buy	+19,799	New	+$754K	0.33%	63

Other funds holding PECO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AmeriFlex Group's PECO Position: Q1 2026 in Review

AmeriFlex Group reduced its Phillips Edison & Co (PECO) stake by 6.3% in Q1 2026, selling an estimated $45.2K and leaving 17,957 shares worth $672K. The position accounts for 0.34% of the portfolio, ranked #64.

AmeriFlex Group first reported a position in PECO in Q4 2024 and has held it in 6 quarters since. The position peaked at $822K in Q3 2025. 439 funds tracked by Wall St. Rank hold PECO as of Q1 2026.

AmeriFlex Group held 17,957 shares of Phillips Edison & Co worth $672K as of Q1 2026.
AmeriFlex Group sold 1,215 Phillips Edison & Co shares in Q1 2026, an estimated $45.2K.
Phillips Edison & Co made up 0.34% of AmeriFlex Group's portfolio in Q1 2026, its #64 holding.
AmeriFlex Group first reported a position in Phillips Edison & Co in Q4 2024 and has held it in 6 quarters since.
AmeriFlex Group's Phillips Edison & Co position peaked at $822K in Q3 2025.
439 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q1 2026.

Based on AmeriFlex Group's 13F filing for Q1 2026, filed 15 May 2026.