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Ameritas Investment Partners’s Phillips Edison & Co PECO Stock Holding History

Ameritas Investment Partners’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 		$590K Buy
14,179
+1,427
+11% +$57K 0.02% 835
2026
Q1 		$477K Hold
12,752
– – 0.01% 853
2025
Q4 		$454K Sell
12,752
-115
-0.9% -$3.99K 0.01% 853
2025
Q3 		$442K Sell
12,867
-2,044
-14% -$70.8K 0.01% 865
2025
Q2 		$522K Buy
14,911
+479
+3% +$16.9K 0.02% 826
2025
Q1 		$527K Sell
14,432
-424
-3% -$15.3K 0.02% 792
2024
Q4 		$557K Buy
14,856
+624
+4% +$23.8K 0.02% 794
2024
Q3 		$537K Hold
14,232
– – 0.02% 815
2024
Q2 		$466K Hold
14,232
– – 0.02% 829
2024
Q1 		$511K Hold
14,232
– – 0.02% 807
2023
Q4 		$519K Buy
14,232
+491
+4% +$17.2K 0.02% 791
2023
Q3 		$461K Buy
13,741
+1,981
+17% +$68.5K 0.02% 800
2023
Q2 		$401K Buy
11,760
+563
+5% +$17.6K 0.02% 832
2023
Q1 		$365K Hold
11,197
– – 0.01% 853
2022
Q4 		$364K Hold
11,197
– – 0.01% 858
2022
Q3 		$313K Buy
11,197
+610
+6% +$20.1K 0.01% 870
2022
Q2 		$353K Sell
10,587
-274
-3% -$9.3K 0.02% 848
2022
Q1 		$373K Buy
10,861
+9,424
+656% +$309K 0.01% 884
2021
Q4 		$47K Hold
1,437
– – ﹤0.01% 2167
2021
Q3 		$44K Buy
+1,437
New +$42.2K ﹤0.01% 2245

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 $3.38T AUM 44.17% 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 Investment Partners's PECO Position: Q2 2026 in Review

Ameritas Investment Partners increased its Phillips Edison & Co (PECO) stake by 11% in Q2 2026, buying an estimated $57K and bringing the position to 14,179 shares worth $590K. The position accounts for 0.02% of the portfolio, ranked #835.

Ameritas Investment Partners first reported a position in PECO in Q3 2021 and has held it in 20 quarters since. 447 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

  • Ameritas Investment Partners held 14,179 shares of Phillips Edison & Co worth $590K as of Q2 2026.
  • Ameritas Investment Partners bought 1,427 Phillips Edison & Co shares in Q2 2026, an estimated $57K.
  • Phillips Edison & Co made up 0.02% of Ameritas Investment Partners's portfolio in Q2 2026, its #835 holding.
  • Ameritas Investment Partners first reported a position in Phillips Edison & Co in Q3 2021 and has held it in 20 quarters since.
  • 447 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on Ameritas Investment Partners's 13F filing for Q2 2026, filed 13 Aug 2026.