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Equibles

PRINCIPAL FINANCIAL GROUP INC

Position in ADAM — Adamas Trust, Inc.

CIK 1126328 DES MOINES, IA
Back to ADAM Full portfolio

Position in ADAM

as of Jun 30, 2026 · filed Aug 4, 2026
Position Value
$3,788,918
+$784,015 QoQ
Shares Held
403,936
-1.1% QoQ
Ownership
0.449%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#18
of 208 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in ADAM Over Time

Shares Held

Position Value (USD)

Position in REIT - Mortgage

Real Estate · as of Jun 30, 2026

PRINCIPAL FINANCIAL GROUP INC holds $133,237,132 across 13 REIT - Mortgage names. ADAM ranks #10 (2.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 NLY
Annaly Capital Management Inc
 1,679,569 $37,555,162
2 RITM
Rithm Capital Corp.
 2,692,907 $25,286,396
3 STWD
Starwood Property Trust, Inc.
 791,268 $12,960,969
4 BXMT
Blackstone Mortgage Trust, Inc.
 755,358 $12,803,317
5 ARR
Armour Residential REIT, Inc.
 599,580 $10,462,670
6 EFC
Ellington Financial Inc.
 606,012 $8,247,823
7 TWO-PC
Two Harbors Investment Corp.
 507,717 $6,300,767
8 ABR
Arbor Realty Trust Inc
 929,675 $5,038,837

All Filings in ADAM

Export CSV
14 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $3,788,918 403,936
2026-03-31 $3,004,903 408,275
2025-12-31 $2,922,393 400,328
2025-09-30 $2,826,410 405,511
2025-06-30 $2,997,418 447,376
2025-03-31 $2,927,599 451,094
2024-12-31 $2,661,933 439,263
2024-09-30 $2,702,833 426,988
2024-06-30 $2,627,765 449,960
2024-03-31 $3,390,788 470,943
2023-12-31 $4,032,761 472,774
2023-09-30 $4,173,411 491,568
2023-06-30 $5,136,605 517,803
2023-03-31 $5,576,454 559,885