Position in REG
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$756,962,863
+$130,617,503 QoQ
Shares Held
10,004,796
+10.3% QoQ
Ownership
5.46%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in REG 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. REG ranks #1 (27.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | REG |
Regency Centers Corp
This page
|
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.
|
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 REG
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $756,962,863 | 10,004,796 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $626,345,360 | 9,073,524 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $661,297,769 | 9,071,300 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $670,868,712 | 9,418,345 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $666,382,948 | 9,034,476 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $678,874,347 | 9,182,664 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $636,796,796 | 8,816,237 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $555,009,852 | 8,922,988 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $518,750,720 | 8,565,897 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $492,784,397 | 7,354,991 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $435,700,489 | 7,330,089 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $447,217,145 | 7,240,038 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $443,449,340 | 7,248,273 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $447,099,937 | 7,153,599 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $399,353,752 | 7,416,040 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $438,435,829 | 7,392,275 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $440,500,456 | 6,174,663 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $434,903,923 | 5,771,784 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $390,021,682 | 5,792,688 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $370,016,102 | 5,775,185 | Shares | Defined | 2021-08-10 | |
| 2020-12-31 | $259,442,750 | 5,690,782 | Shares | Defined | 2021-02-23 | |
| 2020-09-30 | $215,361,817 | 5,664,435 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $245,898,902 | 5,358,442 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $213,905,029 | 5,566,095 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||