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 Q2	$735K	Sell	17,657 -300	-2%	-$12K	0.3%	66
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

AmeriFlex Group's PECO Position: Q2 2026 in Review

AmeriFlex Group reduced its Phillips Edison & Co (PECO) stake by 1.7% in Q2 2026, selling an estimated $12K and leaving 17,657 shares worth $735K. The position accounts for 0.3% of the portfolio, ranked #66.

AmeriFlex Group first reported a position in PECO in Q4 2024 and has held it in 7 quarters since. The position peaked at $822K in Q3 2025. 445 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

AmeriFlex Group held 17,657 shares of Phillips Edison & Co worth $735K as of Q2 2026.
AmeriFlex Group sold 300 Phillips Edison & Co shares in Q2 2026, an estimated $12K.
Phillips Edison & Co made up 0.3% of AmeriFlex Group's portfolio in Q2 2026, its #66 holding.
AmeriFlex Group first reported a position in Phillips Edison & Co in Q4 2024 and has held it in 7 quarters since.
AmeriFlex Group's Phillips Edison & Co position peaked at $822K in Q3 2025.
445 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on AmeriFlex Group's 13F filing for Q2 2026, filed 14 Aug 2026.