The Analysis of PRINCIPAL REAL ESTATE INVESTORS LLC's Holdings & P&L


Currently, PRINCIPAL REAL ESTATE INVESTORS LLC holds 2 types of securities in its portfolio with a total value $376.7M. In the most recent quarter, they have increased their positions in NTST (+9.0M shares, valued at $185.3M), IVT (+1.5M shares, valued at $47.9M); initiated new positions in NTST (+9.0M shares, valued at $185.3M).


1M P&L
+41.9M+4.86%
3M P&L
+56.9M+6.73%
HY P&L
+120.7M+15.44%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1REIT - Healthcare Facilities712.8M
83.6%
2REIT - Retail139.5M
16.4%

Top Industries by Stock Count

1REIT - Healthcare Facilities2 stocks
66.7%
2REIT - Retail1 stocks
33.3%
Stock Holdings
33.39%
Shares6.1M
Event2026-03-31
Filed2026-05-12
New
Shares9.0M
Event2026-03-31
Filed2026-05-12

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
PRINCIPAL REAL ESTATE INVESTORS LLC Institutional Holdings, Portfolio & P&L β€” TradeFomo