Principal Financial Group
CTO

Principal Financial Group’s CTO Realty Growth CTO Stock Holding History

Principal Financial Group’s Portfolio CTO Stock Details CTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-15,998
Closed -$309K – 2243
2025
Q1 		$309K Buy
15,998
+859
+6% +$16.7K ﹤0.01% 1989
2024
Q4 		$298K Buy
15,139
+1,821
+14% +$35.8K ﹤0.01% 2037
2024
Q3 		$253K Buy
+13,318
New +$253K ﹤0.01% 2062
2022
Q3 		– Sell
-13,875
Closed -$282K – 2512
2022
Q2 		$282K Sell
13,875
-1,035
-7% -$21.7K ﹤0.01% 2199
2022
Q1 		$330K Sell
14,910
-7,875
-35% -$162K ﹤0.01% 2214
2021
Q4 		$466K Sell
22,785
-14,166
-38% -$262K ﹤0.01% 2144
2021
Q3 		$662K Sell
36,951
-270
-0.7% -$4.91K ﹤0.01% 2095
2021
Q2 		$664K Buy
+37,221
New +$659K ﹤0.01% 2142

Other funds holding CTO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HRES
Heitman Real Estate Securities Chicago, Illinois $1.56B AUM 21.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CCM
Cutler Capital Management Worcester, Massachusetts $385M AUM 19.11% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Principal Financial Group's CTO Position: Q2 2025 in Review

Principal Financial Group sold out of CTO Realty Growth (CTO) in Q2 2025, closing a stake of 15,998 shares — an estimated $309K sold.

Principal Financial Group first reported a position in CTO in Q2 2021 and held it in 8 quarters. The position peaked at $664K in Q2 2021. 170 funds tracked by Wall St. Rank hold CTO as of Q2 2025.

  • Principal Financial Group reported no remaining CTO Realty Growth position as of Q2 2025 after selling out during the quarter.
  • Principal Financial Group sold 15,998 CTO Realty Growth shares in Q2 2025, an estimated $309K.
  • Principal Financial Group first reported a position in CTO Realty Growth in Q2 2021 and held it in 8 quarters.
  • Principal Financial Group's CTO Realty Growth position peaked at $664K in Q2 2021.
  • 170 funds tracked by Wall St. Rank held CTO Realty Growth as of Q2 2025.

Based on Principal Financial Group's 13F filing for Q2 2025, filed 8 Aug 2025.