AMERIPRISE FINANCIAL INC
Position in PECO — Phillips Edison & Company, Inc.
CIK 820027
MINNEAPOLIS, MN
Position in PECO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$39,372,768
+$3,924,018 QoQ
Shares Held
946,006
-0.1% QoQ
Ownership
0.735%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#20
of 441 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 0%
Shared 94%
None 6%
Common Shares in PECO Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026AMERIPRISE FINANCIAL INC holds $920,920,591 across 25 REIT - Retail names. PECO ranks #6 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
1,364,286 | $305,122,561 | |
| 2 | FRT |
Federal Realty Investment Trust
|
874,763 | $103,894,494 | |
| 3 | BRX |
Brixmor Property Group Inc.
|
3,061,744 | $96,536,785 | |
| 4 | O |
Realty Income Corp
|
1,317,891 | $81,656,524 | |
| 5 | KRG |
Kite Realty Group Trust
|
1,703,098 | $48,333,918 | |
| 6 | PECO |
Phillips Edison & Company, Inc.
This page
|
946,006 | $39,372,768 | |
| 7 | EPRT |
Essential Properties Realty Trust, Inc.
|
1,266,681 | $37,810,426 | |
| 8 | FCPT |
Four Corners Property Trust, Inc.
|
1,166,624 | $28,640,616 |
All Filings in PECO
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $39,372,768 | 946,006 | Shares | Defined | 2026-08-14 | |
| 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. | ||||||