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
Q2 		$4.34M Sell
214,501
-7,297
-3% -$131K ﹤0.01% 1706
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CCM
Chilton Capital Management Houston, Texas $3.17B AUM 32.56% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Principal Financial Group's FVR Position: Q2 2026 in Review

Principal Financial Group reduced its FrontView REIT (FVR) stake by 3.3% in Q2 2026, selling an estimated $131K and leaving 214,501 shares worth $4.34M. The position accounts for ﹤0.01% of the portfolio, ranked #1706.

Principal Financial Group first reported a position in FVR in Q3 2025 and has held it in 4 quarters since. 125 funds tracked by Wall St. Rank hold FVR as of Q2 2026.

  • Principal Financial Group held 214,501 shares of FrontView REIT worth $4.34M as of Q2 2026.
  • Principal Financial Group sold 7,297 FrontView REIT shares in Q2 2026, an estimated $131K.
  • FrontView REIT made up ﹤0.01% of Principal Financial Group's portfolio in Q2 2026, its #1706 holding.
  • Principal Financial Group first reported a position in FrontView REIT in Q3 2025 and has held it in 4 quarters since.
  • 125 funds tracked by Wall St. Rank held FrontView REIT as of Q2 2026.

Based on Principal Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.