UBS Group
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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
Q2 		$21.2M Buy
509,030
+24,120
+5% +$964K ﹤0.01% 2618
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 $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 Group's PECO Position: Q2 2026 in Review

UBS Group increased its Phillips Edison & Co (PECO) stake by 5% in Q2 2026, buying an estimated $964K and bringing the position to 509,030 shares worth $21.2M. The position accounts for ﹤0.01% of the portfolio, ranked #2618.

UBS Group first reported a position in PECO in Q4 2021 and has held it in 19 quarters since. 446 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

  • UBS Group held 509,030 shares of Phillips Edison & Co worth $21.2M as of Q2 2026.
  • UBS Group bought 24,120 Phillips Edison & Co shares in Q2 2026, an estimated $964K.
  • Phillips Edison & Co made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #2618 holding.
  • UBS Group first reported a position in Phillips Edison & Co in Q4 2021 and has held it in 19 quarters since.
  • 446 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

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