AMERIPRISE FINANCIAL INC
Position in PECO — Phillips Edison & Company, Inc.
CIK 820027
MINNEAPOLIS, MN
Position in PECO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$35,448,750
+$9,034,434 QoQ
Shares Held
947,321
+27.6% QoQ
Ownership
0.752%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
19 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 93.44994991138168.ToString("F0")%
None 6.550050088618324.ToString("F0")%
Common Shares in PECO Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026AMERIPRISE FINANCIAL INC holds $841,234,218 across 25 REIT - Retail names. PECO ranks #6 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
1,361,112 | $253,888,218 | |
| 2 | BRX |
Brixmor Property Group Inc.
|
5,149,792 | $148,314,007 | |
| 3 | O |
Realty Income Corp
|
1,438,701 | $88,019,726 | |
| 4 | MAC |
Macerich Co
|
2,868,539 | $54,215,384 | |
| 5 | KRG |
Kite Realty Group Trust
|
1,571,162 | $38,572,025 | |
| 6 | PECO |
Phillips Edison & Company, Inc.
This page
|
947,321 | $35,448,750 | |
| 7 | FRT |
Federal Realty Investment Trust
|
318,455 | $33,823,103 | |
| 8 | EPRT |
Essential Properties Realty Trust, Inc.
|
986,308 | $29,944,308 |
All Filings in PECO
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $35,448,750 | 947,321 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $26,414,316 | 742,601 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $10,054,432 | 292,876 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $12,469,172 | 355,957 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $14,683,173 | 402,389 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $15,026,366 | 401,131 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $15,914,487 | 422,023 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $10,828,710 | 331,052 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $12,748,879 | 355,419 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $13,187,081 | 361,488 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $12,530,275 | 373,592 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $13,934,050 | 408,863 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $562,434 | 17,242 | Shares | Defined | 2023-05-22 | |
| 2022-12-31 | $1,216,255 | 38,199 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $262,491 | 9,358 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $353,945 | 10,594 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $2,904,785 | 84,466 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $1,041,883 | 31,534 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,417,880 | 46,170 | Shares | Defined | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||