Principal Financial Group
EPR icon

Principal Financial Group’s EPR Properties EPR Stock Holding History

Principal Financial Group’s Portfolio EPR Stock Details EPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.5M Buy
170,042
+6,293
+4% +$346K ﹤0.01% 1413
2025
Q4 		$8.17M Sell
163,749
-5,352
-3% -$279K ﹤0.01% 1422
2025
Q3 		$9.81M Sell
169,101
-3,315
-2% -$186K ﹤0.01% 1295
2025
Q2 		$10M Sell
172,416
-1,866
-1% -$98.3K 0.01% 1267
2025
Q1 		$9.17M Buy
174,282
+699
+0.4% +$34.3K 0.01% 1310
2024
Q4 		$7.69M Sell
173,583
-1,680
-1% -$77K ﹤0.01% 1418
2024
Q3 		$8.59M Sell
175,263
-76,769
-30% -$3.5M ﹤0.01% 1359
2024
Q2 		$10.6M Sell
252,032
-31,543
-11% -$1.3M 0.01% 1231
2024
Q1 		$12M Buy
283,575
+7,074
+3% +$308K 0.01% 1214
2023
Q4 		$13.4M Sell
276,501
-1,275
-0.5% -$56.8K 0.01% 1136
2023
Q3 		$11.5M Sell
277,776
-4,813
-2% -$212K 0.01% 1155
2023
Q2 		$13.2M Sell
282,589
-14,219
-5% -$600K 0.01% 1101
2023
Q1 		$11.3M Buy
296,808
+2,683
+0.9% +$107K 0.01% 1192
2022
Q4 		$11.1M Sell
294,125
-17,894
-6% -$696K 0.01% 1182
2022
Q3 		$11.2M Sell
312,019
-37,019
-11% -$1.75M 0.01% 1129
2022
Q2 		$16.4M Buy
349,038
+94,678
+37% +$4.8M 0.01% 972
2022
Q1 		$13.9M Buy
254,360
+134
+0.1% +$6.49K 0.01% 1175
2021
Q4 		$12.1M Sell
254,226
-4,379
-2% -$217K 0.01% 1289
2021
Q3 		$12.8M Sell
258,605
-1,489
-0.6% -$75.5K 0.01% 1272
2021
Q2 		$13.7M Buy
260,094
+2,910
+1% +$145K 0.01% 1251
2021
Q1 		$12M Buy
257,184
+40,639
+19% +$1.71M 0.01% 1302
2020
Q4 		$7.04M Sell
216,545
-60,803
-22% -$1.79M 0.01% 1418
2020
Q3 		$7.63M Sell
277,348
-22,684
-8% -$709K 0.01% 1234
2020
Q2 		$9.94M Sell
300,032
-2,395,318
-89% -$71.1M 0.01% 1064
2020
Q1 		$65.3M Sell
2,695,350
-2,611,229
-49% -$150M 0.07% 279
2019
Q4 		$375M Buy
5,306,579
+112,329
+2% +$8.29M 0.31% 77
2019
Q3 		$399M Buy
5,194,250
+40,514
+0.8% +$3.08M 0.35% 70
2019
Q2 		$384M Sell
5,153,736
-31,437
-0.6% -$2.45M 0.35% 69
2019
Q1 		$399M Buy
5,185,173
+9,025
+0.2% +$657K 0.37% 59
2018
Q4 		$331M Sell
5,176,148
-863,548
-14% -$59.4M 0.35% 61
2018
Q3 		$413M Sell
6,039,696
-75,553
-1% -$5.13M 0.36% 53
2018
Q2 		$396M Buy
6,115,249
+1,010,087
+20% +$59.8M 0.36% 57
2018
Q1 		$283M Buy
5,105,162
+1,412,865
+38% +$81.8M 0.27% 83
2017
Q4 		$242M Sell
3,692,297
-53,589
-1% -$3.66M 0.22% 110
2017
Q3 		$261M Sell
3,745,886
-103,891
-3% -$7.32M 0.25% 96
2017
Q2 		$277M Buy
3,849,777
+718,310
+23% +$52.3M 0.28% 83
2017
Q1 		$231M Buy
3,131,467
+349,384
+13% +$25.8M 0.28% 91
2016
Q4 		$200M Sell
2,782,083
-95,942
-3% -$6.85M 0.25% 96
2016
Q3 		$227M Buy
2,878,025
+193,130
+7% +$15.4M 0.3% 81
2016
Q2 		$217M Buy
2,684,895
+132,514
+5% +$9.32M 0.3% 82
2016
Q1 		$170M Sell
2,552,381
-223,335
-8% -$13.6M 0.25% 106
2015
Q4 		$162M Buy
2,775,716
+147,793
+6% +$8.25M 0.24% 110
2015
Q3 		$136M Buy
2,627,923
+103,276
+4% +$5.59M 0.21% 130
2015
Q2 		$138M Buy
2,524,647
+236,919
+10% +$13.8M 0.21% 135
2015
Q1 		$137M Sell
2,287,728
-322,741
-12% -$19.8M 0.2% 142
2014
Q4 		$150M Sell
2,610,469
-24,339
-0.9% -$1.35M 0.23% 121
2014
Q3 		$134M Buy
2,634,808
+197,047
+8% +$10.9M 0.23% 119
2014
Q2 		$136M Buy
2,437,761
+143,400
+6% +$7.77M 0.23% 115
2014
Q1 		$122M Buy
2,294,361
+286,852
+14% +$14.8M 0.22% 115
2013
Q4 		$98.7M Buy
2,007,509
+160,716
+9% +$8.05M 0.18% 150
2013
Q3 		$90M Sell
1,846,793
-14,404
-0.8% -$726K 0.19% 147
2013
Q2 		$93.6M Buy
+1,861,197
New +$101M 0.21% 130

Other funds holding EPR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Principal Financial Group's EPR Position: Q1 2026 in Review

Principal Financial Group increased its EPR Properties (EPR) stake by 3.8% in Q1 2026, buying an estimated $346K and bringing the position to 170,042 shares worth $8.5M. The position accounts for ﹤0.01% of the portfolio, ranked #1413.

Principal Financial Group first reported a position in EPR in Q2 2013 and has held it in 52 quarters since. The position peaked at $413M in Q3 2018. 463 funds tracked by Wall St. Rank hold EPR as of Q1 2026.

  • Principal Financial Group held 170,042 shares of EPR Properties worth $8.5M as of Q1 2026.
  • Principal Financial Group bought 6,293 EPR Properties shares in Q1 2026, an estimated $346K.
  • EPR Properties made up ﹤0.01% of Principal Financial Group's portfolio in Q1 2026, its #1413 holding.
  • Principal Financial Group first reported a position in EPR Properties in Q2 2013 and has held it in 52 quarters since.
  • Principal Financial Group's EPR Properties position peaked at $413M in Q3 2018.
  • 463 funds tracked by Wall St. Rank held EPR Properties as of Q1 2026.

Based on Principal Financial Group's 13F filing for Q1 2026, filed 4 May 2026.