PRINCIPAL FINANCIAL GROUP INC
Position in FBRT — Franklin BSP Realty Trust, Inc.
CIK 1126328
DES MOINES, IA
Position in FBRT
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$3,365,469
-$535,578 QoQ
Shares Held
396,404
+1.9% QoQ
Ownership
0.515%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in FBRT Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Mar 31, 2026PRINCIPAL FINANCIAL GROUP INC holds $152,044,152 across 15 REIT - Mortgage names. FBRT ranks #13 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NLY |
Annaly Capital Management Inc
|
1,619,032 | $34,242,525 | |
| 2 | RITM |
Rithm Capital Corp.
|
2,693,696 | $25,536,237 | |
| 3 | BXMT |
Blackstone Mortgage Trust, Inc.
|
770,901 | $14,762,753 | |
| 4 | STWD |
Starwood Property Trust, Inc.
|
777,465 | $13,387,947 | |
| 5 | LADR |
Ladder Capital Corp
|
1,323,789 | $12,933,418 | |
| 6 | ARR |
Armour Residential REIT, Inc.
|
543,935 | $9,072,835 | |
| 7 | ABR |
Arbor Realty Trust Inc
|
951,200 | $7,333,751 | |
| 8 | EFC |
Ellington Financial Inc.
|
605,681 | $7,177,319 |
All Filings in FBRT
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,365,469 | 396,404 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $3,901,047 | 388,938 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $4,314,036 | 397,241 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $4,357,649 | 407,638 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $5,269,200 | 413,595 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $4,976,974 | 396,888 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $5,037,894 | 385,750 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $5,523,562 | 438,378 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $6,097,810 | 456,423 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $5,782,104 | 427,987 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $5,873,316 | 443,604 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $6,625,860 | 467,928 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $5,946,436 | 498,444 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $6,496,981 | 503,642 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $5,800,980 | 538,624 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $7,787,597 | 577,715 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $4,059,288 | 290,364 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $4,373,655 | 292,748 | Shares | Defined | 2022-02-09 | |
| No filing history on record for this holder in this stock. | ||||||