Principal Financial Group
FVR

Principal Financial Group’s FrontView REIT FVR Stock Holding History

Principal Financial Group’s Portfolio FVR Stock Details FVR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.43M Buy
221,798
+5,014
+2% +$80.8K ﹤0.01% 1727
2025
Q4 		$3.2M Buy
216,784
+18,214
+9% +$262K ﹤0.01% 1748
2025
Q3 		$2.72M Buy
+198,570
New +$2.54M ﹤0.01% 1760

Other funds holding FVR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCM
Chilton Capital Management Houston, Texas $2.87B AUM 25.44% 1-Year Est. Return

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

Principal Financial Group increased its FrontView REIT (FVR) stake by 2.3% in Q1 2026, buying an estimated $80.8K and bringing the position to 221,798 shares worth $3.43M. The position accounts for ﹤0.01% of the portfolio, ranked #1727.

Principal Financial Group first reported a position in FVR in Q3 2025 and has held it in 3 quarters since. 110 funds tracked by Wall St. Rank hold FVR as of Q1 2026.

  • Principal Financial Group held 221,798 shares of FrontView REIT worth $3.43M as of Q1 2026.
  • Principal Financial Group bought 5,014 FrontView REIT shares in Q1 2026, an estimated $80.8K.
  • FrontView REIT made up ﹤0.01% of Principal Financial Group's portfolio in Q1 2026, its #1727 holding.
  • Principal Financial Group first reported a position in FrontView REIT in Q3 2025 and has held it in 3 quarters since.
  • 110 funds tracked by Wall St. Rank held FrontView REIT as of Q1 2026.

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