PRINCIPAL FINANCIAL GROUP INC
Position in IVT — InvenTrust Properties Corp.
CIK 1126328
DES MOINES, IA
Position in IVT
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$235,436,943
+$60,825,253 QoQ
Shares Held
7,729,381
+24.9% QoQ
Ownership
9.92%
of shares outstanding
% of Portfolio
0.13%
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 IVT Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026PRINCIPAL FINANCIAL GROUP INC holds $2,710,291,003 across 23 REIT - Retail names. IVT ranks #4 (8.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | REG |
Regency Centers Corp
|
10,004,796 | $756,962,863 | |
| 2 | SPG |
Simon Property Group Inc.
|
2,595,216 | $484,085,639 | |
| 3 | ADC |
Agree Realty Corp
|
4,526,088 | $341,176,511 | |
| 4 | IVT |
InvenTrust Properties Corp.
This page
|
7,729,381 | $235,436,943 | |
| 5 | NTST |
NETSTREIT Corp.
|
9,535,801 | $179,559,131 | |
| 6 | BRX |
Brixmor Property Group Inc.
|
5,176,486 | $149,082,795 | |
| 7 | CURB |
Curbline Properties Corp.
|
5,176,015 | $133,489,426 | |
| 8 | O |
Realty Income Corp
|
1,859,975 | $113,793,268 |
All Filings in IVT
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $235,436,943 | 7,729,381 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $174,611,690 | 6,189,709 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $135,452,477 | 4,732,791 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $128,023,649 | 4,672,396 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $131,044,093 | 4,461,835 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $131,446,311 | 4,362,639 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $116,807,686 | 4,117,296 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $83,651,956 | 3,378,512 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $68,699,046 | 2,672,075 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $57,893,739 | 2,284,678 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $63,480,553 | 2,666,130 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $60,511,654 | 2,615,024 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $60,925,011 | 2,603,633 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $56,804,447 | 2,399,850 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $59,958,224 | 2,810,981 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $74,191,949 | 2,876,772 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $157,281,859 | 5,109,872 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $114,962,670 | 4,217,266 | Shares | Defined | 2022-02-09 | |
| No filing history on record for this holder in this stock. | ||||||