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 $5.7T AUM 30.48% 1-Year Est. Return
HRES
Heitman Real Estate Securities Chicago, Illinois $1.39B AUM 6.59% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCM
Cutler Capital Management Worcester, Massachusetts $362M AUM 15.34% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $566M AUM 19.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return