Principal Financial Group
EQC

Principal Financial Group’s Equity Commonwealth EQC Stock Holding History

Principal Financial Group’s Portfolio EQC Stock Details EQC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-10,371
Closed -$201K – 2426
2024
Q2 		$201K Sell
10,371
-1,378
-12% -$26.3K ﹤0.01% 2145
2024
Q1 		$222K Sell
11,749
-1,117
-9% -$21.2K ﹤0.01% 2152
2023
Q4 		$247K Sell
12,866
-2,679
-17% -$50.6K ﹤0.01% 2110
2023
Q3 		$286K Buy
15,545
+4,394
+39% +$85.2K ﹤0.01% 2072
2023
Q2 		$226K Sell
11,151
-794
-7% -$16.4K ﹤0.01% 2149
2023
Q1 		$247K Buy
+11,945
New +$277K ﹤0.01% 2132
2022
Q4 		– Sell
-10,985
Closed -$268K – 2552
2022
Q3 		$268K Buy
+10,985
New +$295K ﹤0.01% 2114
2022
Q2 		– Sell
-8,638
Closed -$244K – 2662
2022
Q1 		$244K Sell
8,638
-1,533
-15% -$41K ﹤0.01% 2290
2021
Q4 		$263K Buy
10,171
+266
+3% +$6.93K ﹤0.01% 2284
2021
Q3 		$257K Sell
9,905
-3,633
-27% -$95.6K ﹤0.01% 2351
2021
Q2 		$355K Buy
13,538
+5,558
+70% +$155K ﹤0.01% 2301
2021
Q1 		$222K Buy
+7,980
New +$226K ﹤0.01% 2360
2020
Q4 		– Sell
-8,611
Closed -$229K – 2466
2020
Q3 		$229K Sell
8,611
-1,116
-11% -$34.5K ﹤0.01% 2177
2020
Q2 		$313K Sell
9,727
-3,399
-26% -$112K ﹤0.01% 2076
2020
Q1 		$416K Buy
13,126
+2,056
+19% +$65.8K ﹤0.01% 1896
2019
Q4 		$363K Sell
11,070
-531
-5% -$17.1K ﹤0.01% 2010
2019
Q3 		$397K Sell
11,601
-63
-0.5% -$2.12K ﹤0.01% 1994
2019
Q2 		$379K Sell
11,664
-407
-3% -$13.2K ﹤0.01% 2015
2019
Q1 		$395K Buy
12,071
+1,566
+15% +$50.2K ﹤0.01% 1979
2018
Q4 		$315K Sell
10,505
-2,770
-21% -$84.4K ﹤0.01% 2015
2018
Q3 		$426K Sell
13,275
-740
-5% -$23.5K ﹤0.01% 1997
2018
Q2 		$441K Buy
+14,015
New +$433K ﹤0.01% 1988
2018
Q1 		– Sell
-12,373
Closed -$378K – 2249
2017
Q4 		$378K Sell
12,373
-3,786
-23% -$115K ﹤0.01% 2016
2017
Q3 		$491K Sell
16,159
-3,028
-16% -$93.7K ﹤0.01% 1932
2017
Q2 		$606K Sell
19,187
-2,227
-10% -$70.4K ﹤0.01% 1913
2017
Q1 		$669K Buy
21,414
+161
+0.8% +$5K ﹤0.01% 1875
2016
Q4 		$643K Sell
21,253
-593
-3% -$17.6K ﹤0.01% 1883
2016
Q3 		$660K Buy
21,846
+609
+3% +$18.4K ﹤0.01% 1822
2016
Q2 		$619K Sell
21,237
-41,045
-66% -$1.17M ﹤0.01% 1817
2016
Q1 		$1.76M Sell
62,282
-902
-1% -$24.4K ﹤0.01% 1655
2015
Q4 		$1.75M Hold
63,184
– – ﹤0.01% 1673
2015
Q3 		$1.72M Buy
63,184
+25,784
+69% +$683K ﹤0.01% 1680
2015
Q2 		$960K Buy
+37,400
New +$975K ﹤0.01% 1788
2015
Q1 		– Sell
-38,493
Closed -$988K – 2206
2014
Q4 		$988K Buy
+38,493
New +$982K ﹤0.01% 1802
2014
Q3 		– Sell
-32,930
Closed -$867K – 2241
2014
Q2 		$867K Buy
32,930
+204
+0.6% +$5.37K ﹤0.01% 1811
2014
Q1 		$861K Buy
32,726
+1,032
+3% +$26.4K ﹤0.01% 1791
2013
Q4 		$739K Buy
31,694
+792
+3% +$18.8K ﹤0.01% 1817
2013
Q3 		$677K Buy
+30,902
New +$736K ﹤0.01% 1800

Other funds holding EQC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ICM
Indaba Capital Management San Francisco, California $33.8M AUM 33.83% 1-Year Est. Return
WAM
Weiss Asset Management Boston, Massachusetts $5.91B AUM 42.42% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
CTC
Chai Trust Company Chicago, Illinois $1.18B AUM 19.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return

Principal Financial Group's EQC Position: Q3 2024 in Review

Principal Financial Group sold out of Equity Commonwealth (EQC) in Q3 2024, closing a stake of 10,371 shares — an estimated $201K sold.

Principal Financial Group first reported a position in EQC in Q3 2013 and held it in 38 quarters. The position peaked at $1.76M in Q1 2016. 258 funds tracked by Wall St. Rank hold EQC as of Q3 2024.

  • Principal Financial Group reported no remaining Equity Commonwealth position as of Q3 2024 after selling out during the quarter.
  • Principal Financial Group sold 10,371 Equity Commonwealth shares in Q3 2024, an estimated $201K.
  • Principal Financial Group first reported a position in Equity Commonwealth in Q3 2013 and held it in 38 quarters.
  • Principal Financial Group's Equity Commonwealth position peaked at $1.76M in Q1 2016.
  • 258 funds tracked by Wall St. Rank held Equity Commonwealth as of Q3 2024.

Based on Principal Financial Group's 13F filing for Q3 2024, filed 31 Oct 2024.