PRINCIPAL FINANCIAL GROUP INC
Position in EPRT — Essential Properties Realty Trust, Inc.
CIK 1126328
DES MOINES, IA
Position in EPRT
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$82,513,727
-$1,641,095 QoQ
Shares Held
2,764,279
-0.3% QoQ
Ownership
1.28%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#21
of 377 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EPRT Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026PRINCIPAL FINANCIAL GROUP INC holds $2,900,182,263 across 23 REIT - Retail names. EPRT ranks #10 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | REG |
Regency Centers Corp
|
7,952,827 | $634,158,423 | |
| 2 | SPG |
Simon Property Group Inc.
|
2,061,411 | $461,034,570 | |
| 3 | ADC |
Agree Realty Corp
|
4,662,379 | $353,128,583 | |
| 4 | IVT |
InvenTrust Properties Corp.
|
7,413,225 | $262,428,164 | |
| 5 | BRX |
Brixmor Property Group Inc.
|
6,638,477 | $209,311,179 | |
| 6 | NTST |
NETSTREIT Corp.
|
9,620,485 | $203,280,847 | |
| 7 | MAC |
Macerich Co
|
7,014,637 | $176,698,704 | |
| 8 | CURB |
Curbline Properties Corp.
|
5,144,690 | $156,398,575 |
All Filings in EPRT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $82,513,727 | 2,764,279 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $84,154,822 | 2,771,898 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $79,150,289 | 2,668,587 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $80,139,452 | 2,692,858 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $94,502,868 | 2,961,544 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $99,068,796 | 3,035,196 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $92,243,217 | 2,948,952 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $84,669,529 | 2,479,342 | Shares | Defined | 2024-12-19 | |
| 2024-06-30 | $73,565,642 | 2,654,841 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $71,904,124 | 2,697,079 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $64,151,074 | 2,509,823 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $55,314,073 | 2,557,285 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $61,019,868 | 2,592,178 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $65,504,897 | 2,636,012 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $21,610,565 | 920,774 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $17,689,735 | 909,498 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $19,712,819 | 917,302 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $24,867,165 | 982,892 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $30,026,645 | 1,041,507 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $31,149,840 | 1,115,682 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $30,944,683 | 1,144,404 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $22,552,294 | 987,836 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $27,766,381 | 1,309,735 | Shares | Defined | 2021-02-23 | |
| 2020-09-30 | $87,691,628 | 4,786,661 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $107,844,504 | 7,267,150 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $141,426,777 | 10,829,003 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||