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O'Dell Group’s Phillips Edison & Co PECO Stock Holding History

O'Dell 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
2025
Q3 		$2.05M Buy
59,656
+133
+0.2% +$4.61K 0.44% 27
2025
Q2 		$2.09M Sell
59,523
-1,073
-2% -$38K 0.52% 23
2025
Q1 		$2.21M Sell
60,596
-3,546
-6% -$128K 0.57% 22
2024
Q4 		$2.4M Sell
64,142
-1,554
-2% -$59.2K 0.54% 23
2024
Q3 		$2.48M Sell
65,696
-731
-1% -$26.1K 0.55% 23
2024
Q2 		$2.38M Hold
66,427
– – 0.58% 21
2024
Q1 		$2.38M Sell
66,427
-2,073
-3% -$73.3K 0.58% 21
2023
Q4 		$2.5M Sell
68,500
-11,419
-14% -$399K 0.65% 16
2023
Q3 		$2.68M Sell
79,919
-2,242
-3% -$77.5K 0.82% 16
2023
Q2 		$2.8M Sell
82,161
-10,086
-11% -$315K 0.8% 17
2023
Q1 		$3.01M Sell
92,247
-4,964
-5% -$162K 0.97% 16
2022
Q4 		$3.1M Sell
97,211
-3,521
-3% -$108K 1.09% 14
2022
Q3 		$2.83M Sell
100,732
-3,775
-4% -$124K 1.02% 15
2022
Q2 		$3.49M Sell
104,507
-7,803
-7% -$265K 1.24% 15
2022
Q1 		$3.86M Buy
+112,310
New +$3.69M 1.14% 16

Other funds holding PECO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
EGM
Engineers Gate Manager New York $7.71B AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

O'Dell Group's PECO Position: Q3 2025 in Review

O'Dell Group increased its Phillips Edison & Co (PECO) stake by 0.22% in Q3 2025, buying an estimated $4.61K and bringing the position to 59,656 shares worth $2.05M. The position accounts for 0.44% of the portfolio, ranked #27.

O'Dell Group first reported a position in PECO in Q1 2022 and has held it in 15 quarters since. The position peaked at $3.86M in Q1 2022. 402 funds tracked by Wall St. Rank hold PECO as of Q3 2025.

  • O'Dell Group held 59,656 shares of Phillips Edison & Co worth $2.05M as of Q3 2025.
  • O'Dell Group bought 133 Phillips Edison & Co shares in Q3 2025, an estimated $4.61K.
  • Phillips Edison & Co made up 0.44% of O'Dell Group's portfolio in Q3 2025, its #27 holding.
  • O'Dell Group first reported a position in Phillips Edison & Co in Q1 2022 and has held it in 15 quarters since.
  • O'Dell Group's Phillips Edison & Co position peaked at $3.86M in Q1 2022.
  • 402 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q3 2025.

Based on O'Dell Group's 13F filing for Q3 2025, filed 27 Oct 2025.