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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
EGM
Engineers Gate Manager New York $8B AUM 17.32% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Global Retirement Partners's PECO Position: Q4 2025 in Review

Global Retirement Partners increased its Phillips Edison & Co (PECO) stake by 8.6% in Q4 2025, buying an estimated $7.7K and bringing the position to 2,810 shares worth $100K. The position accounts for ﹤0.01% of the portfolio, ranked #1914.

Global Retirement Partners first reported a position in PECO in Q1 2023 and has held it in 11 quarters since. 417 funds tracked by Wall St. Rank hold PECO as of Q4 2025.

  • Global Retirement Partners held 2,810 shares of Phillips Edison & Co worth $100K as of Q4 2025.
  • Global Retirement Partners bought 222 Phillips Edison & Co shares in Q4 2025, an estimated $7.7K.
  • Phillips Edison & Co made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #1914 holding.
  • Global Retirement Partners first reported a position in Phillips Edison & Co in Q1 2023 and has held it in 11 quarters since.
  • 417 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.