UBS AM
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UBS AM’s Phillips Edison & Co PECO Stock Holding History

UBS AM’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 		$34.8M Buy
836,830
+834,250
+32,335% +$33.3M 0.01% 744
2026
Q1 		$96.5K Buy
2,580
+1,892
+275% +$70.3K ﹤0.01% 2849
2025
Q4 		$24.5K Buy
+688
New +$23.9K ﹤0.01% 2709
2025
Q3 		– Sell
-1,162,046
Closed -$40.7M – 2513
2025
Q2 		$40.7M Buy
1,162,046
+1,025,938
+754% +$36.3M 0.01% 763
2025
Q1 		$4.97M Sell
136,108
-649,820
-83% -$23.5M ﹤0.01% 1580
2024
Q4 		$29.4M Buy
785,928
+20,106
+3% +$766K 0.01% 805
2024
Q3 		$28.9M Buy
765,822
+615,076
+408% +$21.9M 0.01% 817
2024
Q2 		$4.93M Sell
150,746
-607,746
-80% -$19.8M ﹤0.01% 1499
2024
Q1 		$27.2M Sell
758,492
-45,592
-6% -$1.61M 0.01% 715
2023
Q4 		$29.3M Buy
804,084
+151,339
+23% +$5.29M 0.01% 698
2023
Q3 		$21.9M Buy
652,745
+29,243
+5% +$1.01M 0.01% 744
2023
Q2 		$20.3M Hold
623,502
– – 0.01% 760
2023
Q1 		$20.3M Buy
623,502
+11,637
+2% +$381K 0.01% 760
2022
Q4 		$19.5M Buy
611,865
+83,202
+16% +$2.56M 0.01% 765
2022
Q3 		$14.8M Buy
528,663
+58,935
+13% +$1.94M 0.01% 838
2022
Q2 		$15.7M Buy
469,728
+453,728
+2,836% +$15.4M 0.01% 798
2022
Q1 		$550K Buy
16,000
+9,600
+150% +$315K ﹤0.01% 2431
2021
Q4 		$211K Buy
+6,400
New +$205K ﹤0.01% 2754

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 $3.37T AUM 44.26% 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

UBS AM's PECO Position: Q2 2026 in Review

UBS AM increased its Phillips Edison & Co (PECO) stake by 32,335% in Q2 2026, buying an estimated $33.3M and bringing the position to 836,830 shares worth $34.8M. The position accounts for 0.01% of the portfolio, ranked #744.

UBS AM first reported a position in PECO in Q4 2021 and has held it in 18 quarters since. The position peaked at $40.7M in Q2 2025. 444 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

  • UBS AM held 836,830 shares of Phillips Edison & Co worth $34.8M as of Q2 2026.
  • UBS AM bought 834,250 Phillips Edison & Co shares in Q2 2026, an estimated $33.3M.
  • Phillips Edison & Co made up 0.01% of UBS AM's portfolio in Q2 2026, its #744 holding.
  • UBS AM first reported a position in Phillips Edison & Co in Q4 2021 and has held it in 18 quarters since.
  • UBS AM's Phillips Edison & Co position peaked at $40.7M in Q2 2025.
  • 444 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.