Farmers & Merchants Investments Inc’s Phillips Edison & Co PECO Stock Holding History

Farmers & Merchants Investments Inc’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	$2.96K	Hold	71	–	–	﹤0.01%	1167
2026 Q1	$2.66K	Sell	71 -356	-83%	-$13.2K	﹤0.01%	1159
2025 Q4	$15.2K	Hold	427	–	–	﹤0.01%	627
2025 Q3	$14.7K	Hold	427	–	–	﹤0.01%	639
2025 Q2	$15K	Hold	427	–	–	﹤0.01%	620
2025 Q1	$15.6K	Hold	427	–	–	﹤0.01%	595
2024 Q4	$16K	Sell	427 -350	-45%	-$13.3K	﹤0.01%	613
2024 Q3	$29.3K	Hold	777	–	–	﹤0.01%	513
2024 Q2	$25.4K	Hold	777	–	–	﹤0.01%	519
2024 Q1	$27.9K	Hold	777	–	–	﹤0.01%	476
2023 Q4	$28.3K	Hold	777	–	–	﹤0.01%	456
2023 Q3	$26.1K	Buy	777 +78	+11%	+$2.7K	﹤0.01%	467
2023 Q2	$23.8K	Hold	699	–	–	﹤0.01%	483
2023 Q1	$22.8K	Hold	699	–	–	﹤0.01%	493
2022 Q4	$22.3K	Hold	699	–	–	﹤0.01%	516
2022 Q3	$20K	Hold	699	–	–	﹤0.01%	523
2022 Q2	$23K	Buy	+699	New	+$23.7K	﹤0.01%	531

Other funds holding PECO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Farmers & Merchants Investments Inc's PECO Position: Q2 2026 in Review

Farmers & Merchants Investments Inc held its Phillips Edison & Co (PECO) position steady in Q2 2026 at 71 shares worth $2.96K. The position accounts for ﹤0.01% of the portfolio, ranked #1167.

Farmers & Merchants Investments Inc first reported a position in PECO in Q2 2022 and has held it in 17 quarters since. The position peaked at $29.3K in Q3 2024. 201 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

Farmers & Merchants Investments Inc held 71 shares of Phillips Edison & Co worth $2.96K as of Q2 2026.
Farmers & Merchants Investments Inc left its Phillips Edison & Co share count unchanged in Q2 2026.
Phillips Edison & Co made up ﹤0.01% of Farmers & Merchants Investments Inc's portfolio in Q2 2026, its #1167 holding.
Farmers & Merchants Investments Inc first reported a position in Phillips Edison & Co in Q2 2022 and has held it in 17 quarters since.
Farmers & Merchants Investments Inc's Phillips Edison & Co position peaked at $29.3K in Q3 2024.
201 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on Farmers & Merchants Investments Inc's 13F filing for Q2 2026, filed 20 Jul 2026.