PRINCIPAL FINANCIAL GROUP INC
Position in PMT — PennyMac Mortgage Investment Trust
CIK 1126328
DES MOINES, IA
Position in PMT
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$4,761,016
-$170,848 QoQ
Shares Held
422,076
-0.2% QoQ
Ownership
0.484%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#23
of 213 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PMT Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026PRINCIPAL FINANCIAL GROUP INC holds $133,237,132 across 13 REIT - Mortgage names. PMT ranks #9 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NLY |
Annaly Capital Management Inc
|
1,679,569 | $37,555,162 | |
| 2 | RITM |
Rithm Capital Corp.
|
2,692,907 | $25,286,396 | |
| 3 | STWD |
Starwood Property Trust, Inc.
|
791,268 | $12,960,969 | |
| 4 | BXMT |
Blackstone Mortgage Trust, Inc.
|
755,358 | $12,803,317 | |
| 5 | ARR |
Armour Residential REIT, Inc.
|
599,580 | $10,462,670 | |
| 6 | EFC |
Ellington Financial Inc.
|
606,012 | $8,247,823 | |
| 7 | TWO-PC |
Two Harbors Investment Corp.
|
507,717 | $6,300,767 | |
| 8 | ABR |
Arbor Realty Trust Inc
|
929,675 | $5,038,837 |
All Filings in PMT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,761,016 | 422,076 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $4,931,864 | 422,973 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $5,204,974 | 414,739 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $5,151,467 | 420,185 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $5,548,394 | 431,446 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $8,047,830 | 549,340 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $6,746,968 | 535,899 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $7,220,536 | 506,349 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $5,890,417 | 428,394 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $6,602,828 | 449,784 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $6,760,554 | 452,211 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $5,800,608 | 467,791 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $6,705,841 | 497,466 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $6,618,805 | 536,805 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $6,739,663 | 543,960 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $6,583,829 | 558,899 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $7,880,513 | 569,813 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $10,587,597 | 626,856 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $11,375,810 | 656,423 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $13,357,025 | 678,366 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $14,535,316 | 690,186 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $13,188,722 | 672,894 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $11,953,917 | 679,586 | Shares | Defined | 2021-02-23 | |
| 2020-09-30 | $11,411,307 | 710,100 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $13,270,490 | 757,016 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $9,483,500 | 892,985 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||