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DGS Capital Management’s Phillips Edison & Co PECO Stock Holding History

DGS Capital 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 		$341K Sell
9,117
-1,103
-11% -$41K 0.06% 349
2025
Q4 		$364K Buy
+10,220
New +$355K 0.06% 273

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

DGS Capital Management's PECO Position: Q1 2026 in Review

DGS Capital Management reduced its Phillips Edison & Co (PECO) stake by 11% in Q1 2026, selling an estimated $41K and leaving 9,117 shares worth $341K. The position accounts for 0.06% of the portfolio, ranked #349.

DGS Capital Management first reported a position in PECO in Q4 2025 and has held it in 2 quarters since. The position peaked at $364K in Q4 2025. 441 funds tracked by Wall St. Rank hold PECO as of Q1 2026.

  • DGS Capital Management held 9,117 shares of Phillips Edison & Co worth $341K as of Q1 2026.
  • DGS Capital Management sold 1,103 Phillips Edison & Co shares in Q1 2026, an estimated $41K.
  • Phillips Edison & Co made up 0.06% of DGS Capital Management's portfolio in Q1 2026, its #349 holding.
  • DGS Capital Management first reported a position in Phillips Edison & Co in Q4 2025 and has held it in 2 quarters since.
  • DGS Capital Management's Phillips Edison & Co position peaked at $364K in Q4 2025.
  • 441 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q1 2026.

Based on DGS Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.