Position in FVR
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$3,431,214
+$231,484 QoQ
Shares Held
221,798
+2.3% QoQ
Ownership
0.979%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in FVR Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Mar 31, 2026PRINCIPAL FINANCIAL GROUP INC holds $133,041,509 across 9 REIT - Diversified names. FVR ranks #9 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VICI |
Vici Properties Inc.
|
1,777,816 | $48,569,930 | |
| 2 | WPC |
W. P. Carey Inc.
|
488,973 | $33,230,604 | |
| 3 | ESRT |
Empire State Realty Trust, Inc.
|
2,696,708 | $14,022,881 | |
| 4 | BNL |
Broadstone Net Lease, Inc.
|
612,896 | $11,197,609 | |
| 5 | GNL |
Global Net Lease, Inc.
|
958,365 | $8,970,295 | |
| 6 | AAT |
American Assets Trust, Inc.
|
298,898 | $5,502,711 | |
| 7 | JBGS |
JBG SMITH Properties
|
287,687 | $4,203,106 | |
| 8 | SAFE |
Safehold Inc.
|
289,221 | $3,913,159 |
All Filings in FVR
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,431,214 | 221,798 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $3,199,730 | 216,784 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $2,722,394 | 198,570 | Shares | Defined | 2025-11-04 | |
| No filing history on record for this holder in this stock. | ||||||