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Equibles

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC

Position in PECO — Phillips Edison & Company, Inc.

CIK 861177 NEW YORK, NY
Back to PECO Full portfolio

Position in PECO

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$34,828,861
+$34,732,318 QoQ
Shares Held
836,830
+32335.3% QoQ
Ownership
0.650%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#23
of 444 holders
Holding Since
Dec 2021
18 quarters on record
Voting authority Sole 34% Shared 0% None 66%

Common Shares in PECO Over Time

Shares Held

Position Value (USD)

Position in REIT - Retail

Real Estate · as of Jun 30, 2026

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC holds $2,299,494,699 across 26 REIT - Retail names. PECO ranks #12 (1.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 SPG
Simon Property Group Inc.
 3,604,590 $806,166,548
2 O
Realty Income Corp
 10,354,693 $641,576,773
3 KIM
Kimco Realty Corp
 6,304,565 $159,820,718
4 REG
Regency Centers Corp
 1,953,088 $155,739,234
5 FRT
Federal Realty Investment Trust
 558,833 $68,982,341
6 BRX
Brixmor Property Group Inc.
 2,103,546 $66,324,800
7 NNN
Nnn REIT, Inc.
 1,180,472 $54,927,358
8 ADC
Agree Realty Corp
 719,613 $54,503,486

All Filings in PECO

Export CSV
18 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $34,828,861 836,830
2026-03-31 $96,543 2,580
2025-12-31 $24,472 688
2025-06-30 $40,706,468 1,162,046
2025-03-31 $4,966,580 136,108
2024-12-31 $29,440,859 785,928
2024-09-30 $28,879,145 765,822
2024-06-30 $4,930,901 150,746
2024-03-31 $27,207,103 758,492
2023-12-31 $29,332,980 804,084
2023-09-30 $21,893,063 652,745
2023-06-30 $21,248,943 623,502
2023-03-31 $20,338,631 623,502
2022-12-31 $19,481,778 611,865
2022-09-30 $14,828,995 528,663
2022-06-30 $15,693,608 469,728
2022-03-31 $550,240 16,000
2021-12-31 $211,456 6,400