PRINCIPAL FINANCIAL GROUP INC

Position in ADAM — Adamas Trust, Inc.

CIK 1126328 DES MOINES, IA

Position in ADAM

as of Mar 31, 2026 · filed May 4, 2026 Compact

Position Value

$3,004,903

+$82,510 QoQ

Shares Held

408,275

+2.0% QoQ

Ownership

0.454%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2023

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Mar 31, 2026

PRINCIPAL FINANCIAL GROUP INC holds $152,044,152 across 15 REIT - Mortgage names. ADAM ranks #14 (2.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NLY	Annaly Capital Management Inc	1,619,032	$34,242,525
2	RITM	Rithm Capital Corp.	2,693,696	$25,536,237
3	BXMT	Blackstone Mortgage Trust, Inc.	770,901	$14,762,753
4	STWD	Starwood Property Trust, Inc.	777,465	$13,387,947
5	LADR	Ladder Capital Corp	1,323,789	$12,933,418
6	ARR	Armour Residential REIT, Inc.	543,935	$9,072,835
7	ABR	Arbor Realty Trust Inc	951,200	$7,333,751
8	EFC	Ellington Financial Inc.	605,681	$7,177,319

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,004,903	408,275	+2.0%	Shares	Defined	2026-05-04
2025-12-31	$2,922,393	400,328	-1.3%	Shares	Defined	2026-02-02
2025-09-30	$2,826,410	405,511	-9.4%	Shares	Defined	2025-11-04
2025-06-30	$2,997,418	447,376	-0.8%	Shares	Defined	2025-08-08
2025-03-31	$2,927,599	451,094	+2.7%	Shares	Defined	2025-04-28
2024-12-31	$2,661,933	439,263	+2.9%	Shares	Defined	2025-01-31
2024-09-30	$2,702,833	426,988	-5.1%	Shares	Defined	2024-10-31
2024-06-30	$2,627,765	449,960	-4.5%	Shares	Defined	2024-07-29
2024-03-31	$3,390,788	470,943	-0.4%	Shares	Defined	2024-04-29
2023-12-31	$4,032,761	472,774	-3.8%	Shares	Defined	2024-02-07
2023-09-30	$4,173,411	491,568	-5.1%	Shares	Defined	2023-11-02
2023-06-30	$5,136,605	517,803	-7.5%	Shares	Defined	2023-08-07
2023-03-31	$5,576,454	559,885	—	Shares	Defined	2023-05-09
No filing history on record for this holder in this stock.