Position in WSR
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$3,524,995
+$552,300 QoQ
Shares Held
218,266
+2.0% QoQ
Ownership
0.425%
of shares outstanding
% of Portfolio
0.00%
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 WSR 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. WSR ranks #22 (0.1% 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.
|
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 WSR
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,524,995 | 218,266 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $2,972,695 | 214,017 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $2,662,242 | 216,795 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $3,083,857 | 247,104 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $3,736,927 | 256,481 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $3,542,272 | 249,984 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $3,217,528 | 237,807 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $3,393,104 | 254,929 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $3,298,980 | 262,867 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $3,020,549 | 245,773 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $2,448,417 | 254,249 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $2,566,775 | 264,616 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $2,700,834 | 293,569 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $2,893,155 | 300,120 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $2,428,078 | 287,007 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $3,071,629 | 285,733 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $4,045,490 | 305,320 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $3,121,620 | 308,156 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $2,907,026 | 297,242 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $2,277,651 | 276,079 | Shares | Defined | 2021-08-10 | |
| 2020-12-31 | $2,182,815 | 273,879 | Shares | Defined | 2021-02-23 | |
| 2020-09-30 | $1,708,290 | 284,715 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $2,287,948 | 314,711 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $1,911,336 | 308,280 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||