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
Q2 		$39.4M Sell
946,006
-1,315
-0.1% -$52.5K 0.01% 1070
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Ameriprise's PECO Position: Q2 2026 in Review

Ameriprise reduced its Phillips Edison & Co (PECO) stake by 0.14% in Q2 2026, selling an estimated $52.5K and leaving 946,006 shares worth $39.4M. The position accounts for 0.01% of the portfolio, ranked #1070.

Ameriprise first reported a position in PECO in Q3 2021 and has held it in 20 quarters since. 445 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

  • Ameriprise held 946,006 shares of Phillips Edison & Co worth $39.4M as of Q2 2026.
  • Ameriprise sold 1,315 Phillips Edison & Co shares in Q2 2026, an estimated $52.5K.
  • Phillips Edison & Co made up 0.01% of Ameriprise's portfolio in Q2 2026, its #1070 holding.
  • Ameriprise first reported a position in Phillips Edison & Co in Q3 2021 and has held it in 20 quarters since.
  • 445 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

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