Global Retirement Partners, LLC
PensionPosition in IVT — InvenTrust Properties Corp.
CIK 1749744
San Rafael, CA
Position in IVT
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$128,820
+$90,004 QoQ
Shares Held
3,639
+164.5% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#225
of 339 holders
Holding Since
Mar 2022
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IVT Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Global Retirement Partners, LLC holds $7,375,273 across 23 REIT - Retail names. IVT ranks #7 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
49,202 | $3,048,555 | |
| 2 | SPG |
Simon Property Group Inc.
|
8,728 | $1,952,017 | |
| 3 | FRT |
Federal Realty Investment Trust
|
6,122 | $755,699 | |
| 4 | KIM |
Kimco Realty Corp
|
17,086 | $433,130 | |
| 5 | ADC |
Agree Realty Corp
|
3,572 | $270,543 | |
| 6 | BRX |
Brixmor Property Group Inc.
|
5,015 | $158,122 | |
| 7 | IVT |
InvenTrust Properties Corp.
This page
|
3,639 | $128,820 | |
| 8 | PECO |
Phillips Edison & Company, Inc.
|
2,815 | $117,160 |
All Filings in IVT
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $128,820 | 3,639 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $38,816 | 1,376 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $21,608 | 755 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $20,687 | 755 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $22,537 | 748 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $21,220 | 748 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $18,520 | 748 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $19,231 | 748 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $29,090 | 1,148 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $27,333 | 1,148 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $37,718 | 1,630 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $38,142 | 1,630 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $39,008 | 1,648 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $15,954 | 748 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $19,290 | 748 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $23,023 | 748 | Shares | Sole | 2022-07-14 | |
| No filing history on record for this holder in this stock. | ||||||