OneDigital Investment Advisors LLC
Position in PECO — Phillips Edison & Company, Inc.
CIK 1690370
OVERLAND PARK, KS
Position in PECO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$527,866
+$179,860 QoQ
Shares Held
12,683
+36.4% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#235
of 441 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PECO Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026OneDigital Investment Advisors LLC holds $6,744,661 across 5 REIT - Retail names. PECO ranks #3 (7.8% of the industry book) .
All Filings in PECO
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $527,866 | 12,683 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $348,006 | 9,300 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $333,397 | 9,373 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $321,775 | 9,373 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $349,844 | 9,987 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $655,360 | 17,960 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $672,781 | 17,960 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $731,611 | 19,401 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $697,279 | 21,317 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,220,512 | 34,026 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,432,277 | 39,262 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,498,466 | 44,677 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,603,804 | 47,060 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,616,810 | 49,565 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,660,360 | 52,147 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $1,642,944 | 58,572 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $1,943,526 | 58,172 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $2,128,190 | 61,884 | Shares | Sole | 2022-05-05 | |
| No filing history on record for this holder in this stock. | ||||||