Global Retirement Partners, LLC

Pension

Position in PECO — Phillips Edison & Company, Inc.

CIK 1749744 San Rafael, CA

Position in PECO

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$117,160

+$17,209 QoQ

Shares Held

2,815

+0.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#354

of 441 holders

Holding Since

Mar 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Global Retirement Partners, LLC holds $7,375,273 across 23 REIT - Retail names. PECO ranks #8 (1.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
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.	3,639	$128,820
8	PECO	Phillips Edison & Company, Inc. This page	2,815	$117,160

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$117,160	2,815	+0.2%	Shares	Sole	2026-08-06
2025-12-31	$99,951	2,810	+8.6%	Shares	Sole	2026-02-06
2025-09-30	$88,846	2,588	+0.5%	Shares	Sole	2025-10-21
2025-06-30	$90,167	2,574	0.0%	Shares	Sole	2025-08-12
2024-12-31	$96,422	2,574	0.0%	Shares	Sole	2025-01-31
2024-09-30	$97,065	2,574	0.0%	Shares	Sole	2024-10-16
2024-06-30	$84,195	2,574	0.0%	Shares	Sole	2024-07-23
2024-03-31	$92,329	2,574	0.0%	Shares	Sole	2024-04-23
2023-12-31	$93,899	2,574	0.0%	Shares	Sole	2024-01-18
2023-09-30	$86,331	2,574	0.0%	Shares	Sole	2023-10-13
2023-06-30	$87,721	2,574	0.0%	Shares	Sole	2023-07-20
2023-03-31	$83,963	2,574	—	Shares	Sole	2023-05-08
No filing history on record for this holder in this stock.