OneDigital Investment Advisors’s Phillips Edison & Co PECO Stock Holding History

OneDigital Investment Advisors’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	$348K	Sell	9,300 -73	-0.8%	-$2.71K	﹤0.01%	1113
2025 Q4	$333K	Hold	9,373	–	–	﹤0.01%	1149
2025 Q3	$322K	Sell	9,373 -614	-6%	-$21.3K	﹤0.01%	1143
2025 Q2	$350K	Sell	9,987 -7,973	-44%	-$282K	﹤0.01%	1076
2025 Q1	$655K	Hold	17,960	–	–	0.01%	761
2024 Q4	$673K	Sell	17,960 -1,441	-7%	-$54.9K	0.01%	773
2024 Q3	$732K	Sell	19,401 -1,916	-9%	-$68.4K	0.01%	775
2024 Q2	$697K	Sell	21,317 -12,709	-37%	-$414K	0.01%	761
2024 Q1	$1.22M	Sell	34,026 -5,236	-13%	-$185K	0.02%	451
2023 Q4	$1.43M	Sell	39,262 -5,415	-12%	-$189K	0.03%	379
2023 Q3	$1.5M	Sell	44,677 -2,383	-5%	-$82.4K	0.03%	340
2023 Q2	$1.6M	Sell	47,060 -2,505	-5%	-$78.2K	0.04%	317
2023 Q1	$1.62M	Sell	49,565 -2,582	-5%	-$84.5K	0.04%	308
2022 Q4	$1.66M	Sell	52,147 -6,425	-11%	-$198K	0.05%	281
2022 Q3	$1.64M	Buy	58,572 +400	+0.7%	+$13.1K	0.06%	214
2022 Q2	$1.94M	Sell	58,172 -3,712	-6%	-$126K	0.08%	159
2022 Q1	$2.13M	Buy	+61,884	New	+$2.03M	0.08%	157

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

OneDigital Investment Advisors's PECO Position: Q1 2026 in Review

OneDigital Investment Advisors reduced its Phillips Edison & Co (PECO) stake by 0.78% in Q1 2026, selling an estimated $2.71K and leaving 9,300 shares worth $348K. The position accounts for ﹤0.01% of the portfolio, ranked #1113.

OneDigital Investment Advisors first reported a position in PECO in Q1 2022 and has held it in 17 quarters since. The position peaked at $2.13M in Q1 2022. 439 funds tracked by Wall St. Rank hold PECO as of Q1 2026.

OneDigital Investment Advisors held 9,300 shares of Phillips Edison & Co worth $348K as of Q1 2026.
OneDigital Investment Advisors sold 73 Phillips Edison & Co shares in Q1 2026, an estimated $2.71K.
Phillips Edison & Co made up ﹤0.01% of OneDigital Investment Advisors's portfolio in Q1 2026, its #1113 holding.
OneDigital Investment Advisors first reported a position in Phillips Edison & Co in Q1 2022 and has held it in 17 quarters since.
OneDigital Investment Advisors's Phillips Edison & Co position peaked at $2.13M in Q1 2022.
439 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.