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Ameritas Advisory Services’s Phillips Edison & Co PECO Stock Holding History

Ameritas Advisory Services’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 		$3.04M Buy
73,001
+32,217
+79% +$1.29M 0.06% 281
2026
Q1 		$1.53M Sell
40,784
-986
-2% -$36.6K 0.06% 274
2025
Q4 		$1.49M Buy
41,770
+7,314
+21% +$254K 0.06% 288
2025
Q3 		$1.18M Sell
34,456
-18,860
-35% -$653K 0.08% 222
2025
Q2 		$1.87M Sell
53,316
-34,213
-39% -$1.21M 0.1% 204
2025
Q1 		$3.24M Buy
87,529
+3,422
+4% +$124K 0.13% 160
2024
Q4 		$3.15M Sell
84,107
-25,461
-23% -$970K 0.11% 177
2024
Q3 		$4.13M Sell
109,568
-8,830
-7% -$315K 0.18% 128
2024
Q2 		$3.87M Sell
118,398
-668
-0.6% -$21.8K 0.15% 145
2024
Q1 		$4.06M Buy
119,066
+62,877
+112% +$2.22M 0.17% 122
2023
Q4 		$2.02M Sell
56,189
-94,023
-63% -$3.29M 0.11% 175
2023
Q3 		$5.14M Buy
150,212
+50,313
+50% +$1.74M 0.26% 79
2023
Q2 		$3.31M Sell
99,899
-61,535
-38% -$1.92M 0.43% 48
2023
Q1 		$5.17M Sell
161,434
-83,335
-34% -$2.73M 0.26% 80
2022
Q4 		$7.79M Buy
+244,769
New +$7.53M 0.36% 57
2022
Q3 		– Sell
-165,887
Closed -$5.54M – 798
2022
Q2 		$5.54M Sell
165,887
-4,090
-2% -$139K 0.32% 67
2022
Q1 		$5.85M Buy
+169,977
New +$5.58M 0.21% 77

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

Ameritas Advisory Services's PECO Position: Q2 2026 in Review

Ameritas Advisory Services increased its Phillips Edison & Co (PECO) stake by 79% in Q2 2026, buying an estimated $1.29M and bringing the position to 73,001 shares worth $3.04M. The position accounts for 0.06% of the portfolio, ranked #281.

Ameritas Advisory Services first reported a position in PECO in Q1 2022 and has held it in 17 quarters since. The position peaked at $7.79M in Q4 2022. 444 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

  • Ameritas Advisory Services held 73,001 shares of Phillips Edison & Co worth $3.04M as of Q2 2026.
  • Ameritas Advisory Services bought 32,217 Phillips Edison & Co shares in Q2 2026, an estimated $1.29M.
  • Phillips Edison & Co made up 0.06% of Ameritas Advisory Services's portfolio in Q2 2026, its #281 holding.
  • Ameritas Advisory Services first reported a position in Phillips Edison & Co in Q1 2022 and has held it in 17 quarters since.
  • Ameritas Advisory Services's Phillips Edison & Co position peaked at $7.79M in Q4 2022.
  • 444 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.