Position in CSR
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$4,563,245
-$101,005 QoQ
Shares Held
81,211
+0.0% QoQ
Ownership
0.484%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#30
of 217 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CSR Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026PRINCIPAL FINANCIAL GROUP INC holds $2,789,194,812 across 15 REIT - Residential names. CSR ranks #14 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMH |
American Homes 4 Rent
|
20,691,697 | $693,585,682 | |
| 2 | AVB |
Avalonbay Communities Inc
|
3,518,162 | $663,841,986 | |
| 3 | ESS |
Essex Property Trust, Inc.
|
2,092,902 | $610,269,293 | |
| 4 | ELS |
Equity Lifestyle Properties Inc
|
7,548,806 | $486,520,545 | |
| 5 | JAN |
Janus Living, Inc.
|
2,662,958 | $76,533,412 | |
| 6 | INVH |
Invitation Homes Inc.
|
2,097,033 | $63,351,366 | |
| 7 | CPT |
Camden Property Trust
|
425,221 | $48,683,550 | |
| 8 | VMRK |
Vivmark Residential
|
604,183 | $41,042,151 |
All Filings in CSR
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,563,245 | 81,211 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $4,664,250 | 81,188 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $5,311,779 | 79,613 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $4,765,775 | 80,913 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $4,994,866 | 82,985 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $6,029,907 | 93,126 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $6,003,310 | 90,753 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $5,731,888 | 81,338 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $5,308,007 | 78,486 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $4,711,764 | 82,460 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $4,567,302 | 78,476 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $4,856,654 | 80,595 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $5,216,888 | 85,021 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $4,970,565 | 90,986 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $5,397,404 | 91,996 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $6,377,156 | 94,729 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $7,738,279 | 94,890 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $9,723,103 | 99,094 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $10,553,576 | 95,163 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $9,053,383 | 95,803 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $7,080,643 | 89,742 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $6,064,716 | 89,187 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $6,305,608 | 89,264 | Shares | Defined | 2021-02-23 | |
| No filing history on record for this holder in this stock. | ||||||