UBS Group
PECO icon

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

UBS Group’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
Q1 		$18.1M Sell
484,910
-85,926
-15% -$3.19M ﹤0.01% 2701
2025
Q4 		$20.3M Buy
570,836
+20,560
+4% +$714K ﹤0.01% 2578
2025
Q3 		$18.9M Buy
550,276
+137,827
+33% +$4.78M ﹤0.01% 2632
2025
Q2 		$14.4M Buy
412,449
+134,971
+49% +$4.78M ﹤0.01% 2714
2025
Q1 		$10.1M Sell
277,478
-36,952
-12% -$1.33M ﹤0.01% 3029
2024
Q4 		$11.8M Buy
314,430
+166,282
+112% +$6.33M ﹤0.01% 2872
2024
Q3 		$5.59M Buy
148,148
+104,223
+237% +$3.72M ﹤0.01% 2965
2024
Q2 		$1.44M Sell
43,925
-70,375
-62% -$2.29M ﹤0.01% 4082
2024
Q1 		$4.1M Buy
114,300
+5,921
+5% +$209K ﹤0.01% 3185
2023
Q4 		$3.95M Buy
108,379
+59,606
+122% +$2.08M ﹤0.01% 3032
2023
Q3 		$1.64M Sell
48,773
-53,982
-53% -$1.87M ﹤0.01% 3639
2023
Q2 		$3.5M Buy
102,755
+8,737
+9% +$273K ﹤0.01% 2943
2023
Q1 		$3.07M Buy
94,018
+44,159
+89% +$1.44M ﹤0.01% 2974
2022
Q4 		$1.59M Sell
49,859
-15,435
-24% -$475K ﹤0.01% 3614
2022
Q3 		$1.83M Buy
65,294
+27,416
+72% +$901K ﹤0.01% 3234
2022
Q2 		$1.27M Buy
37,878
+30,872
+441% +$1.05M ﹤0.01% 3526
2022
Q1 		$241K Sell
7,006
-1,951
-22% -$64K ﹤0.01% 5212
2021
Q4 		$296K Buy
+8,957
New +$287K ﹤0.01% 5373

Other funds holding PECO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return