PRINCIPAL FINANCIAL GROUP INC

Position in AHR — American Healthcare REIT, Inc.

CIK 1126328 DES MOINES, IA

Position in AHR

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$465,067,179

+$114,988,785 QoQ

Shares Held

8,917,875

+20.1% QoQ

Ownership

4.09%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

of 568 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

PRINCIPAL FINANCIAL GROUP INC holds $5,101,527,919 across 14 REIT - Healthcare Facilities names. AHR ranks #4 (9.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WELL	Welltower Inc.	9,814,621	$2,227,624,526
2	VTR	Ventas, Inc.	13,969,657	$1,240,505,541
3	SBRA	Sabra Health Care REIT, Inc.	24,706,070	$482,015,424
4	AHR	American Healthcare REIT, Inc. This page	8,917,875	$465,067,179
5	DOC	Healthpeak Properties, Inc.	16,760,575	$358,676,304
6	NHI	National Health Investors Inc	1,977,094	$150,773,187
7	NHP	National Healthcare Properties, Inc.	4,927,274	$72,184,563
8	OHI	Omega Healthcare Investors Inc	738,980	$35,234,565

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$465,067,179	8,917,875	+20.1%	Shares	Defined	2026-08-04
2026-03-31	$350,078,394	7,423,206	+3.2%	Shares	Defined	2026-05-04
2025-12-31	$338,571,616	7,194,467	-19.4%	Shares	Defined	2026-02-02
2025-09-30	$375,205,635	8,931,341	-8.8%	Shares	Defined	2025-11-04
2025-06-30	$359,639,004	9,788,759	-20.9%	Shares	Defined	2025-08-08
2025-03-31	$374,923,381	12,373,709	+1.1%	Shares	Defined	2025-04-28
2024-12-31	$347,829,168	12,238,887	+29.0%	Shares	Defined	2025-01-31
2024-09-30	$247,656,374	9,488,750	+54.1%	Shares	Defined	2024-10-31
2024-06-30	$89,968,904	6,158,036	+2.6%	Shares	Defined	2024-07-29
2024-03-31	$88,504,041	6,000,274	—	Shares	Defined	2024-04-29
No filing history on record for this holder in this stock.