Principal Financial Group
HR icon

Principal Financial Group’s Healthcare Realty HR Stock Holding History

Principal Financial Group’s Portfolio HR Stock Details HR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$13.2M Buy
778,739
+22,574
+3% +$396K 0.01% 1167
2025
Q4 		$12.8M Sell
756,165
-24,777
-3% -$441K 0.01% 1153
2025
Q3 		$14.1M Sell
780,942
-15,415
-2% -$261K 0.01% 1075
2025
Q2 		$12.6M Sell
796,357
-19,643
-2% -$299K 0.01% 1120
2025
Q1 		$13.8M Buy
816,000
+850
+0.1% +$14.1K 0.01% 1075
2024
Q4 		$13.8M Sell
815,150
-29,378
-3% -$517K 0.01% 1102
2024
Q3 		$15.3M Sell
844,528
-10,407,700
-92% -$185M 0.01% 1011
2024
Q2 		$185M Sell
11,252,228
-62,330
-0.6% -$954K 0.11% 165
2024
Q1 		$160M Sell
11,314,558
-214,331
-2% -$3.23M 0.09% 187
2023
Q4 		$199M Sell
11,528,889
-252,557
-2% -$3.86M 0.13% 153
2023
Q3 		$180M Sell
11,781,446
-463,470
-4% -$8.23M 0.13% 152
2023
Q2 		$231M Sell
12,244,916
-88,799
-0.7% -$1.71M 0.16% 138
2023
Q1 		$238M Buy
12,333,715
+59,648
+0.5% +$1.2M 0.17% 135
2022
Q4 		$237M Sell
12,274,067
-452,182
-4% -$8.88M 0.18% 134
2022
Q3 		$265M Buy
12,726,249
+6,358,142
+100% +$162M 0.21% 121
2022
Q2 		$178M Sell
6,368,107
-6,426,179
-50% -$191M 0.13% 166
2022
Q1 		$401M Sell
12,794,286
-722,400
-5% -$22.8M 0.25% 102
2021
Q4 		$450M Buy
13,516,686
+1,832,247
+16% +$61.2M 0.27% 96
2021
Q3 		$347M Sell
11,684,439
-4,578,391
-28% -$134M 0.23% 115
2021
Q2 		$434M Buy
16,262,830
+445,634
+3% +$12.6M 0.28% 88
2021
Q1 		$436M Sell
15,817,196
-813,504
-5% -$22.7M 0.31% 84
2020
Q4 		$458M Buy
16,630,700
+1,885,295
+13% +$49.7M 0.34% 76
2020
Q3 		$383M Buy
14,745,405
+346,542
+2% +$9.09M 0.32% 86
2020
Q2 		$382M Sell
14,398,863
-612,899
-4% -$15.7M 0.34% 73
2020
Q1 		$364M Sell
15,011,762
-211,003
-1% -$6.38M 0.4% 58
2019
Q4 		$461M Sell
15,222,765
-39,798
-0.3% -$1.19M 0.38% 54
2019
Q3 		$448M Buy
15,262,563
+2,966,552
+24% +$82.9M 0.4% 52
2019
Q2 		$337M Buy
12,296,011
+486,548
+4% +$13.7M 0.3% 84
2019
Q1 		$338M Buy
11,809,463
+1,174,744
+11% +$32.7M 0.31% 78
2018
Q4 		$269M Sell
10,634,719
-98,043
-0.9% -$2.6M 0.29% 83
2018
Q3 		$286M Buy
10,732,762
+1,560,531
+17% +$43M 0.25% 97
2018
Q2 		$247M Buy
9,172,231
+5,065,002
+123% +$129M 0.23% 105
2018
Q1 		$109M Buy
4,107,229
+241,551
+6% +$6.43M 0.1% 234
2017
Q4 		$116M Sell
3,865,678
-77,096
-2% -$2.33M 0.11% 239
2017
Q3 		$117M Buy
3,942,774
+999,955
+34% +$30.4M 0.11% 229
2017
Q2 		$91.5M Buy
2,942,819
+2,932,868
+29,473% +$92.5M 0.09% 270
2017
Q1 		$313K Sell
9,951
-5,573
-36% -$169K ﹤0.01% 1999
2016
Q4 		$452K Sell
15,524
-49,439
-76% -$1.45M ﹤0.01% 1938
2016
Q3 		$2.12M Sell
64,963
-43,801
-40% -$1.45M ﹤0.01% 1672
2016
Q2 		$3.52M Buy
108,764
+80,966
+291% +$2.44M ﹤0.01% 1534
2016
Q1 		$818K Buy
27,798
+926
+3% +$25.7K ﹤0.01% 1766
2015
Q4 		$725K Buy
26,872
+484
+2% +$12.5K ﹤0.01% 1808
2015
Q3 		$647K Buy
26,388
+17,136
+185% +$423K ﹤0.01% 1828
2015
Q2 		$222K Sell
9,252
-30,429
-77% -$778K ﹤0.01% 2019
2015
Q1 		$1.11M Buy
39,681
+3,765
+10% +$106K ﹤0.01% 1753
2014
Q4 		$967K Buy
35,916
+2,680
+8% +$67.8K ﹤0.01% 1804
2014
Q3 		$771K Buy
33,236
+8,571
+35% +$208K ﹤0.01% 1789
2014
Q2 		$594K Buy
+24,665
New +$587K ﹤0.01% 1850
2014
Q1 		– Sell
-13,958
Closed -$275K – 2281
2013
Q4 		$275K Sell
13,958
-466
-3% -$9.88K ﹤0.01% 2038
2013
Q3 		$303K Sell
14,424
-3,932
-21% -$84.9K ﹤0.01% 1958
2013
Q2 		$412K Buy
+18,356
New +$441K ﹤0.01% 1863

Other funds holding HR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Principal Financial Group increased its Healthcare Realty (HR) stake by 3% in Q1 2026, buying an estimated $396K and bringing the position to 778,739 shares worth $13.2M. The position accounts for 0.01% of the portfolio, ranked #1167.

Principal Financial Group first reported a position in HR in Q2 2013 and has held it in 51 quarters since. The position peaked at $461M in Q4 2019. 443 funds tracked by Wall St. Rank hold HR as of Q1 2026.

  • Principal Financial Group held 778,739 shares of Healthcare Realty worth $13.2M as of Q1 2026.
  • Principal Financial Group bought 22,574 Healthcare Realty shares in Q1 2026, an estimated $396K.
  • Healthcare Realty made up 0.01% of Principal Financial Group's portfolio in Q1 2026, its #1167 holding.
  • Principal Financial Group first reported a position in Healthcare Realty in Q2 2013 and has held it in 51 quarters since.
  • Principal Financial Group's Healthcare Realty position peaked at $461M in Q4 2019.
  • 443 funds tracked by Wall St. Rank held Healthcare Realty as of Q1 2026.

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