PRINCIPAL FINANCIAL GROUP INC
Position in AAT — American Assets Trust, Inc.
CIK 1126328
DES MOINES, IA
Position in AAT
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$5,502,711
-$122,242 QoQ
Shares Held
298,898
+0.6% QoQ
Ownership
0.487%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in AAT Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Mar 31, 2026PRINCIPAL FINANCIAL GROUP INC holds $133,041,509 across 9 REIT - Diversified names. AAT ranks #6 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VICI |
Vici Properties Inc.
|
1,777,816 | $48,569,930 | |
| 2 | WPC |
W. P. Carey Inc.
|
488,973 | $33,230,604 | |
| 3 | ESRT |
Empire State Realty Trust, Inc.
|
2,696,708 | $14,022,881 | |
| 4 | BNL |
Broadstone Net Lease, Inc.
|
612,896 | $11,197,609 | |
| 5 | GNL |
Global Net Lease, Inc.
|
958,365 | $8,970,295 | |
| 6 | AAT |
American Assets Trust, Inc.
This page
|
298,898 | $5,502,711 | |
| 7 | JBGS |
JBG SMITH Properties
|
287,687 | $4,203,106 | |
| 8 | SAFE |
Safehold Inc.
|
289,221 | $3,913,159 |
All Filings in AAT
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,502,711 | 298,898 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $5,624,953 | 297,145 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $5,608,198 | 275,994 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $5,365,639 | 271,678 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $5,206,733 | 258,527 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $6,651,604 | 253,298 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $6,528,470 | 244,329 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $5,929,177 | 264,932 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $6,014,053 | 274,489 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $6,554,911 | 291,200 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $5,633,458 | 289,638 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $6,014,860 | 313,274 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $6,075,713 | 326,827 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $8,811,700 | 332,517 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $33,962,204 | 1,320,459 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $39,470,616 | 1,328,977 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $51,349,739 | 1,355,232 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $54,595,678 | 1,454,721 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $96,597,522 | 2,581,441 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $111,494,153 | 2,989,921 | Shares | Defined | 2021-08-10 | |
| 2020-12-31 | $69,507,344 | 2,406,764 | Shares | Defined | 2021-02-23 | |
| 2020-09-30 | $51,585,939 | 2,141,384 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $47,286,350 | 1,698,504 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $9,109,825 | 364,393 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||