| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| PRINCIPAL REAL ESTATE INVESTORS LLC | 5.7% | $118,938,942 | 4,405,146 | PRINCIPAL REAL ESTATE INVESTORS LLC | 30 Jun 2025 |
| Filer | Ownership | Nb Shares | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 15% | 11,273,858 | -0.95% | 0% | $322,657,817 |
| BlackRock, Inc. | 10% | 7,790,536 | +1.1% | 0% | $222,965,142 |
| PRINCIPAL FINANCIAL GROUP INC | 6.1% | 4,732,791 | +1.3% | 0.07% | $135,452,684 |
| STATE STREET CORP | 3.6% | 2,818,266 | +0.22% | 0% | $81,313,087 |
| FMR LLC | 2.6% | 2,028,381 | +7.1% | 0% | $58,052,277 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.6% | 2,008,394 | +0.85% | 0% | $57,487,746 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.8% | 1,368,302 | -2.8% | 0.01% | $39,160,803 |
| MILLENNIUM MANAGEMENT LLC | 1.8% | 1,356,958 | -43% | 0.03% | $38,836,138 |
| Vision Capital Corp | 1.4% | 1,105,874 | +12% | 18% | $31,650,114 |
| NEUBERGER BERMAN GROUP LLC | 1.3% | 1,030,211 | +18% | 0.02% | $29,484,639 |
| DIMENSIONAL FUND ADVISORS LP | 1.3% | 1,008,310 | +5.1% | 0.01% | $28,858,238 |
| NORTHERN TRUST CORP | 1.3% | 966,660 | -2.1% | 0% | $27,665,809 |
| Qube Research & Technologies Ltd | 1.1% | 849,621 | +39% | 0.03% | $24,316,153 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 1.1% | 827,917 | +2.5% | 0.02% | $23,622,376 |
| Hudson Bay Capital Management LP | 1.1% | 823,924 | 0.14% | $23,580,705 | |
| GOLDMAN SACHS GROUP INC | 1% | 799,693 | +11% | 0% | $22,887,223 |
| Nuveen, LLC | 0.98% | 754,495 | -12% | 0.01% | $21,593,647 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 0.84% | 651,003 | +4.9% | 0.07% | $18,631,706 |
| Aberdeen Group plc | 0.71% | 549,136 | +26% | 0.02% | $15,798,643 |
| UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | 0.69% | 530,820 | +361% | 0% | $15,192,068 |
| JPMORGAN CHASE & CO | 0.68% | 523,695 | -6.4% | 0% | $14,988,151 |
| Verition Fund Management LLC | 0.61% | 468,384 | +2235% | 0.08% | $13,405,150 |
| Glenmede Investment Management, LP | 0.51% | 394,752 | 0.05% | $11,297,801 | |
| Mitsubishi UFJ Trust & Banking Corp | 0.51% | 392,619 | -0.69% | 0.02% | $11,236,755 |
| Legal & General Group Plc | 0.5% | 389,763 | -8.7% | 0% | $11,155,016 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (% of par) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 287,672 | $8,113,474 | +$5,150,969 | 2,820.94% | 8 |
| 2025 Q3 | 55,875,235 | $1,599,845,322 | -$1,649,181 | 2,862% | 295 |
| 2025 Q2 | 55,996,959 | $1,535,025,507 | +$23,596,071 | 2,740% | 300 |
| 2025 Q1 | 55,040,973 | $1,613,188,443 | +$28,214,913 | 2,937% | 300 |
| 2024 Q4 | 54,032,377 | $1,627,892,984 | +$48,584,441 | 3,013% | 305 |
| 2024 Q3 | 52,417,892 | $1,489,934,426 | +$256,617,141 | 2,837% | 300 |
| 2024 Q2 | 43,023,649 | $1,066,031,750 | +$19,301,521 | 2,476% | 275 |
| 2024 Q1 | 42,251,936 | $1,086,070,187 | +$11,316,317 | 2,571% | 284 |
| 2023 Q4 | 41,783,101 | $1,059,453,481 | +$44,966,241 | 2,534% | 267 |
| 2023 Q3 | 40,044,256 | $954,350,453 | +$25,832,817 | 2,381% | 253 |
| 2023 Q2 | 38,479,607 | $891,141,100 | +$13,264,997 | 2,314% | 238 |
| 2023 Q1 | 38,065,186 | $891,365,942 | +$43,210,739 | 2,340% | 228 |
| 2022 Q4 | 36,371,520 | $861,663,738 | +$29,262,108 | 2,367% | 241 |
| 2022 Q3 | 34,949,565 | $746,166,918 | +$12,705,290 | 2,133% | 227 |
| 2022 Q2 | 34,365,620 | $887,013,214 | +$118,233,709 | 2,579% | 239 |
| 2022 Q1 | 29,145,580 | $897,066,382 | +$139,585,477 | 3,078% | 210 |
| 2021 Q4 | 24,879,764 | $678,401,468 | +$666,781,461 | 2,726.05% | 197 |
| 2021 Q3 | 107,586 | $3,009,523 | +$57,229 | 2,857.07% | 10 |
| 2021 Q2 | 163,989 | $473,928 | +$32,940 | 289% | 3 |
| 2021 Q1 | 152,591 | $440,988 | 289% | 2 | |
| 2020 Q4 | 152,591 | $458,164 | -$72,774 | 301.5% | 2 |
| 2020 Q3 | 175,441 | $550,885 | 314% | 2 | |
| 2020 Q2 | 175,441 | $550,885 | 314% | 2 | |
| 2020 Q1 | 175,441 | $550,885 | 314% | 2 | |
| 2019 Q4 | 175,441 | $550,885 | +$46,444 | 314% | 2 |
| 2019 Q3 | 64,996 | $204,087 | 314% | 1 | |
| 2019 Q2 | 64,996 | $204,087 | 314% | 1 | |
| 2019 Q1 | 64,996 | $204,087 | 314% | 1 |