Ameritas Advisory Services, LLC
Position in PECO — Phillips Edison & Company, Inc.
CIK 1901275
LINCOLN, NE
Position in PECO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,038,301
+$1,512,164 QoQ
Shares Held
73,001
+79.0% QoQ
Ownership
0.057%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#109
of 441 holders
Holding Since
Mar 2022
17 quarters on record
Common Shares in PECO Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Ameritas Advisory Services, LLC holds $5,561,447 across 7 REIT - Retail names. PECO ranks #1 (54.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PECO |
Phillips Edison & Company, Inc.
This page
|
73,001 | $3,038,301 | |
| 2 | O |
Realty Income Corp
|
32,555 | $2,017,107 | |
| 3 | SPG |
Simon Property Group Inc.
|
1,127 | $252,053 | |
| 4 | NNN |
Nnn REIT, Inc.
|
4,381 | $203,847 | |
| 5 | KRG |
Kite Realty Group Trust
|
1,318 | $37,404 | |
| 6 | KIM |
Kimco Realty Corp
|
395 | $10,013 | |
| 7 | UE |
Urban Edge Properties
|
119 | $2,722 |
All Filings in PECO
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,038,301 | 73,001 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,526,137 | 40,784 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,485,758 | 41,770 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,182,874 | 34,456 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,867,659 | 53,316 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $3,193,933 | 87,529 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $3,150,648 | 84,107 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $4,131,809 | 109,568 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $3,872,798 | 118,398 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $4,270,897 | 119,066 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,049,774 | 56,189 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $5,038,110 | 150,212 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,404,557 | 99,899 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $5,265,977 | 161,434 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $7,793,444 | 244,769 | Shares | Sole | 2023-02-10 | |
| 2022-06-30 | $5,542,284 | 165,887 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $5,845,509 | 169,977 | Shares | Sole | 2022-05-04 | |
| No filing history on record for this holder in this stock. | ||||||