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Global Retirement Partners’s Phillips Edison & Co PECO Stock Holding History

Global Retirement Partners’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
Q2 		$117K Buy
+2,815
New +$112K ﹤0.01% 1956
2025
Q4 		$100K Buy
2,810
+222
+9% +$7.7K ﹤0.01% 1914
2025
Q3 		$88.8K Buy
2,588
+14
+0.5% +$485 ﹤0.01% 1569
2025
Q2 		$90.2K Buy
+2,574
New +$91.1K ﹤0.01% 1492
2024
Q4 		$96.4K Hold
2,574
– – ﹤0.01% 1287
2024
Q3 		$97.1K Hold
2,574
– – ﹤0.01% 1254
2024
Q2 		$84.2K Hold
2,574
– – ﹤0.01% 1287
2024
Q1 		$92.3K Hold
2,574
– – ﹤0.01% 1121
2023
Q4 		$90.4K Hold
2,574
– – ﹤0.01% 1095
2023
Q3 		$84.2K Hold
2,574
– – ﹤0.01% 1010
2023
Q2 		$87.7K Hold
2,574
– – ﹤0.01% 1004
2023
Q1 		$78.3K Buy
+2,574
New +$84.2K ﹤0.01% 1018

Other funds holding PECO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Global Retirement Partners's PECO Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Phillips Edison & Co (PECO) in Q2 2026: 2,815 shares worth $117K. The stake represents ﹤0.01% of the portfolio and ranks #1956 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in PECO as recently as Q4 2025.

Global Retirement Partners first reported a position in PECO in Q1 2023 and has held it in 12 quarters since. 447 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

  • Global Retirement Partners held 2,815 shares of Phillips Edison & Co worth $117K as of Q2 2026.
  • Phillips Edison & Co was a new Global Retirement Partners position in Q2 2026.
  • Phillips Edison & Co made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1956 holding.
  • Global Retirement Partners first reported a position in Phillips Edison & Co in Q1 2023 and has held it in 12 quarters since.
  • 447 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.