Principal Financial Group
HT

Principal Financial Group’s Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest HT Stock Holding History

Principal Financial Group’s Portfolio HT Stock Details HT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-201,298
Closed -$1.72M – 2511
2022
Q4 		$1.72M Sell
201,298
-1,377
-0.7% -$12.4K ﹤0.01% 1786
2022
Q3 		$1.62M Sell
202,675
-1,281
-0.6% -$12.8K ﹤0.01% 1756
2022
Q2 		$2M Sell
203,956
-13,910
-6% -$139K ﹤0.01% 1807
2022
Q1 		$1.98M Sell
217,866
-1,893
-0.9% -$17.5K ﹤0.01% 1863
2021
Q4 		$2.02M Sell
219,759
-4,772
-2% -$45K ﹤0.01% 1852
2021
Q3 		$2.1M Sell
224,531
-30,186
-12% -$287K ﹤0.01% 1863
2021
Q2 		$2.74M Buy
254,717
+3,764
+1% +$41.6K ﹤0.01% 1841
2021
Q1 		$2.65M Sell
250,953
-223
-0.1% -$2.15K ﹤0.01% 1806
2020
Q4 		$1.98M Sell
251,176
-9,628
-4% -$65.6K ﹤0.01% 1802
2020
Q3 		$1.45M Sell
260,804
-8,107
-3% -$47.7K ﹤0.01% 1804
2020
Q2 		$1.55M Sell
268,911
-3,519
-1% -$18.8K ﹤0.01% 1744
2020
Q1 		$975K Sell
272,430
-11,268
-4% -$123K ﹤0.01% 1737
2019
Q4 		$4.13M Sell
283,698
-4,354
-2% -$61.7K ﹤0.01% 1581
2019
Q3 		$4.29M Sell
288,052
-1,299
-0.4% -$19.8K ﹤0.01% 1565
2019
Q2 		$4.79M Sell
289,351
-44,875
-13% -$795K ﹤0.01% 1543
2019
Q1 		$5.73M Sell
334,226
-4,967
-1% -$89.5K 0.01% 1496
2018
Q4 		$5.95M Buy
339,193
+46,663
+16% +$871K 0.01% 1436
2018
Q3 		$6.63M Buy
292,530
+4,500
+2% +$101K 0.01% 1512
2018
Q2 		$6.18M Buy
288,030
+1,098
+0.4% +$21.9K 0.01% 1526
2018
Q1 		$5.14M Sell
286,932
-5,758
-2% -$102K ﹤0.01% 1550
2017
Q4 		$5.09M Sell
292,690
-3,866
-1% -$69.2K ﹤0.01% 1555
2017
Q3 		$5.54M Sell
296,556
-21,167
-7% -$389K 0.01% 1529
2017
Q2 		$5.88M Buy
317,723
+223
+0.1% +$4.19K 0.01% 1488
2017
Q1 		$5.97M Buy
+317,500
New +$6.37M 0.01% 1470
2015
Q2 		– Sell
-10,281
Closed -$266K – 2225
2015
Q1 		$266K Buy
10,281
+359
+4% +$9.64K ﹤0.01% 1955
2014
Q4 		$279K Sell
9,922
-1,853
-16% -$52.5K ﹤0.01% 1947
2014
Q3 		$300K Buy
11,775
+1,691
+17% +$45.5K ﹤0.01% 1926
2014
Q2 		$271K Sell
10,084
-2,109
-17% -$51.6K ﹤0.01% 1995
2014
Q1 		$284K Sell
12,193
-2,641
-18% -$58.9K ﹤0.01% 2010
2013
Q4 		$330K Buy
14,834
+2,346
+19% +$53.2K ﹤0.01% 1969
2013
Q3 		$279K Sell
12,488
-4,505
-27% -$101K ﹤0.01% 1988
2013
Q2 		$383K Buy
+16,993
New +$395K ﹤0.01% 1886

Other funds holding HT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
IECM
Intrinsic Edge Capital Management Chicago, Illinois $603M AUM 66.97% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Principal Financial Group's HT Position: Q1 2023 in Review

Principal Financial Group sold out of Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest (HT) in Q1 2023, closing a stake of 201,298 shares — an estimated $1.72M sold.

Principal Financial Group first reported a position in HT in Q2 2013 and held it in 32 quarters. The position peaked at $6.63M in Q3 2018. 157 funds tracked by Wall St. Rank hold HT as of Q1 2023.

  • Principal Financial Group reported no remaining Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest position as of Q1 2023 after selling out during the quarter.
  • Principal Financial Group sold 201,298 Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest shares in Q1 2023, an estimated $1.72M.
  • Principal Financial Group first reported a position in Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest in Q2 2013 and held it in 32 quarters.
  • Principal Financial Group's Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest position peaked at $6.63M in Q3 2018.
  • 157 funds tracked by Wall St. Rank held Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest as of Q1 2023.

Based on Principal Financial Group's 13F filing for Q1 2023, filed 9 May 2023.