Position in AKR
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$12,177,393
-$651,110 QoQ
Shares Held
636,893
+2.0% QoQ
Ownership
0.477%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AKR Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026PRINCIPAL FINANCIAL GROUP INC holds $2,710,291,003 across 23 REIT - Retail names. AKR ranks #20 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | REG |
Regency Centers Corp
|
10,004,796 | $756,962,863 | |
| 2 | SPG |
Simon Property Group Inc.
|
2,595,216 | $484,085,639 | |
| 3 | ADC |
Agree Realty Corp
|
4,526,088 | $341,176,511 | |
| 4 | IVT |
InvenTrust Properties Corp.
|
7,729,381 | $235,436,943 | |
| 5 | NTST |
NETSTREIT Corp.
|
9,535,801 | $179,559,131 | |
| 6 | BRX |
Brixmor Property Group Inc.
|
5,176,486 | $149,082,795 | |
| 7 | CURB |
Curbline Properties Corp.
|
5,176,015 | $133,489,426 | |
| 8 | O |
Realty Income Corp
|
1,859,975 | $113,793,268 |
All Filings in AKR
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,177,393 | 636,893 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $12,828,503 | 624,562 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $12,748,763 | 632,693 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $12,059,803 | 649,424 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $14,056,549 | 670,957 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $15,800,639 | 654,000 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $13,135,533 | 559,435 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $10,198,988 | 569,140 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $9,873,776 | 580,469 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $8,438,508 | 496,675 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $7,357,129 | 512,692 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $7,780,197 | 540,667 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $7,994,298 | 573,068 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $8,323,573 | 580,040 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $7,384,958 | 585,179 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $9,150,555 | 585,823 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $12,659,939 | 584,215 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $12,855,097 | 588,873 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $12,308,617 | 603,068 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $13,317,927 | 606,463 | Shares | Defined | 2021-08-10 | |
| 2020-12-31 | $8,421,083 | 593,452 | Shares | Defined | 2021-02-23 | |
| 2020-09-30 | $6,478,930 | 617,041 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $8,346,178 | 643,003 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $8,173,311 | 659,670 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||