UniSuper Management’s Phillips Edison & Co PECO Stock Holding History

UniSuper Management’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	$980K	Buy	26,200 +500	+2%	+$18.6K	0.01%	546
2025 Q4	$914K	Sell	25,700 -10,000	-28%	-$347K	0.01%	550
2025 Q3	$1.23M	Buy	35,700 +1,200	+3%	+$41.6K	0.01%	554
2025 Q2	$1.21M	Hold	34,500	–	–	0.01%	556
2025 Q1	$1.26M	Hold	34,500	–	–	0.01%	544
2024 Q4	$1.29M	Hold	34,500	–	–	0.01%	533
2024 Q3	$1.3M	Sell	34,500 -40,716	-54%	-$1.45M	0.01%	548
2024 Q2	$2.46M	Buy	75,216 +13,000	+21%	+$424K	0.02%	338
2024 Q1	$2.23M	Buy	62,216 +28,816	+86%	+$1.02M	0.02%	239
2023 Q4	$1.22M	Hold	33,400	–	–	0.01%	250
2023 Q3	$1.12M	Hold	33,400	–	–	0.01%	261
2023 Q2	$1.14M	Buy	+33,400	New	+$1.04M	0.01%	259

Other funds holding PECO

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 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