PRINCIPAL FINANCIAL GROUP INC
Position in HR — Healthcare Realty Trust Inc
CIK 1126328
DES MOINES, IA
Position in HR
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$15,867,818
+$2,637,044 QoQ
Shares Held
786,704
+1.0% QoQ
Ownership
0.230%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HR Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026PRINCIPAL FINANCIAL GROUP INC holds $5,101,527,919 across 14 REIT - Healthcare Facilities names. HR ranks #10 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
9,814,621 | $2,227,624,526 | |
| 2 | VTR |
Ventas, Inc.
|
13,969,657 | $1,240,505,541 | |
| 3 | SBRA |
Sabra Health Care REIT, Inc.
|
24,706,070 | $482,015,424 | |
| 4 | AHR |
American Healthcare REIT, Inc.
|
8,917,875 | $465,067,179 | |
| 5 | DOC |
Healthpeak Properties, Inc.
|
16,760,575 | $358,676,304 | |
| 6 | NHI |
National Health Investors Inc
|
1,977,094 | $150,773,187 | |
| 7 | NHP |
National Healthcare Properties, Inc.
|
4,927,274 | $72,184,563 | |
| 8 | OHI |
Omega Healthcare Investors Inc
|
738,980 | $35,234,565 |
All Filings in HR
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,867,818 | 786,704 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $13,230,774 | 778,739 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $12,816,996 | 756,165 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $14,080,383 | 780,942 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $12,630,220 | 796,357 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $13,790,398 | 816,000 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $13,816,791 | 815,150 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $15,328,181 | 844,528 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $185,436,716 | 11,252,228 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $160,100,994 | 11,314,558 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $198,642,755 | 11,528,889 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $179,902,679 | 11,781,446 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $230,939,113 | 12,244,916 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $238,410,710 | 12,333,715 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $236,521,269 | 12,274,067 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $265,342,290 | 12,726,249 | Shares | Defined | 2022-11-09 | |
| No filing history on record for this holder in this stock. | ||||||