Universal-Beteiligungs- und Servicegesellschaft’s Phillips Edison & Co PECO Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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	$3.01M	Buy	80,462 +16,600	+26%	+$617K	0.01%	1094
2025 Q4	$2.27M	Buy	63,862 +3,547	+6%	+$123K	﹤0.01%	1218
2025 Q3	$2.07M	Sell	60,315 -537	-0.9%	-$18.6K	﹤0.01%	1280
2025 Q2	$2.13M	Buy	60,852 +597	+1%	+$21.1K	﹤0.01%	1217
2025 Q1	$2.2M	Buy	+60,255	New	+$2.18M	﹤0.01%	1148

Other funds holding PECO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft's PECO Position: Q1 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft increased its Phillips Edison & Co (PECO) stake by 26% in Q1 2026, buying an estimated $617K and bringing the position to 80,462 shares worth $3.01M. The position accounts for 0.01% of the portfolio, ranked #1094.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in PECO in Q1 2025 and has held it in 5 quarters since. 439 funds tracked by Wall St. Rank hold PECO as of Q1 2026.

Universal-Beteiligungs- und Servicegesellschaft held 80,462 shares of Phillips Edison & Co worth $3.01M as of Q1 2026.
Universal-Beteiligungs- und Servicegesellschaft bought 16,600 Phillips Edison & Co shares in Q1 2026, an estimated $617K.
Phillips Edison & Co made up 0.01% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q1 2026, its #1094 holding.
Universal-Beteiligungs- und Servicegesellschaft first reported a position in Phillips Edison & Co in Q1 2025 and has held it in 5 quarters since.
439 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q1 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q1 2026, filed 11 May 2026.