Ameriprise
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Ameriprise’s Phillips Edison & Co PECO Stock Holding History

Ameriprise’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 		$35.5M Buy
947,321
+204,720
+28% +$7.61M 0.01% 1057
2025
Q4 		$26.4M Buy
742,601
+449,725
+154% +$15.6M 0.01% 1228
2025
Q3 		$10.1M Sell
292,876
-63,081
-18% -$2.19M ﹤0.01% 1910
2025
Q2 		$12.5M Sell
355,957
-46,432
-12% -$1.64M ﹤0.01% 1655
2025
Q1 		$14.7M Buy
402,389
+1,258
+0.3% +$45.4K ﹤0.01% 1509
2024
Q4 		$15M Sell
401,131
-20,892
-5% -$796K ﹤0.01% 1520
2024
Q3 		$15.9M Buy
422,023
+90,971
+27% +$3.25M ﹤0.01% 1460
2024
Q2 		$10.8M Sell
331,052
-24,367
-7% -$795K ﹤0.01% 1677
2024
Q1 		$12.7M Sell
355,419
-6,069
-2% -$214K ﹤0.01% 1579
2023
Q4 		$13.2M Sell
361,488
-12,104
-3% -$423K ﹤0.01% 1563
2023
Q3 		$12.5M Sell
373,592
-35,271
-9% -$1.22M ﹤0.01% 1523
2023
Q2 		$13.9M Buy
408,863
+391,621
+2,271% +$12.2M ﹤0.01% 1504
2023
Q1 		$562K Sell
17,242
-20,957
-55% -$686K ﹤0.01% 3385
2022
Q4 		$1.22M Buy
38,199
+28,841
+308% +$887K ﹤0.01% 3039
2022
Q3 		$262K Sell
9,358
-1,236
-12% -$40.6K ﹤0.01% 3628
2022
Q2 		$354K Sell
10,594
-73,872
-87% -$2.51M ﹤0.01% 3516
2022
Q1 		$2.9M Buy
84,466
+52,932
+168% +$1.74M ﹤0.01% 2744
2021
Q4 		$1.04M Sell
31,534
-14,636
-32% -$469K ﹤0.01% 3235
2021
Q3 		$1.42M Buy
+46,170
New +$1.36M ﹤0.01% 3006

Other funds holding PECO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Ameriprise's PECO Position: Q1 2026 in Review

Ameriprise increased its Phillips Edison & Co (PECO) stake by 28% in Q1 2026, buying an estimated $7.61M and bringing the position to 947,321 shares worth $35.5M. The position accounts for 0.01% of the portfolio, ranked #1057.

Ameriprise first reported a position in PECO in Q3 2021 and has held it in 19 quarters since. 439 funds tracked by Wall St. Rank hold PECO as of Q1 2026.

  • Ameriprise held 947,321 shares of Phillips Edison & Co worth $35.5M as of Q1 2026.
  • Ameriprise bought 204,720 Phillips Edison & Co shares in Q1 2026, an estimated $7.61M.
  • Phillips Edison & Co made up 0.01% of Ameriprise's portfolio in Q1 2026, its #1057 holding.
  • Ameriprise first reported a position in Phillips Edison & Co in Q3 2021 and has held it in 19 quarters since.
  • 439 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q1 2026.

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