Principal Financial Group
IRT icon

Principal Financial Group’s Independence Realty Trust IRT Stock Holding History

Principal Financial Group’s Portfolio IRT Stock Details IRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.93M Buy
532,445
+15,242
+3% +$250K ﹤0.01% 1441
2025
Q4 		$9.04M Sell
517,203
-9,071
-2% -$150K ﹤0.01% 1363
2025
Q3 		$8.63M Sell
526,274
-9,089
-2% -$157K ﹤0.01% 1366
2025
Q2 		$9.47M Sell
535,363
-211,889
-28% -$3.98M 0.01% 1297
2025
Q1 		$15.9M Buy
747,252
+25,124
+3% +$506K 0.01% 989
2024
Q4 		$14.3M Buy
722,128
+20,826
+3% +$425K 0.01% 1076
2024
Q3 		$14.4M Sell
701,302
-52,303
-7% -$1.03M 0.01% 1056
2024
Q2 		$14.1M Sell
753,605
-98,466
-12% -$1.65M 0.01% 1080
2024
Q1 		$13.7M Buy
852,071
+12,756
+2% +$195K 0.01% 1143
2023
Q4 		$12.8M Sell
839,315
-4,248
-0.5% -$58.8K 0.01% 1152
2023
Q3 		$11.9M Sell
843,563
-370,441
-31% -$6.11M 0.01% 1131
2023
Q2 		$22.1M Sell
1,214,004
-173,279
-12% -$2.96M 0.02% 788
2023
Q1 		$22.2M Sell
1,387,283
-38,195
-3% -$669K 0.02% 785
2022
Q4 		$24M Sell
1,425,478
-151,216
-10% -$2.56M 0.02% 705
2022
Q3 		$26.4M Sell
1,576,694
-51,206
-3% -$1.04M 0.02% 610
2022
Q2 		$33.7M Sell
1,627,900
-679,215
-29% -$16.3M 0.03% 541
2022
Q1 		$61M Buy
2,307,115
+632,774
+38% +$15.5M 0.04% 388
2021
Q4 		$43.2M Sell
1,674,341
-390,552
-19% -$9.25M 0.03% 516
2021
Q3 		$42M Buy
2,064,893
+117,689
+6% +$2.34M 0.03% 498
2021
Q2 		$35.5M Buy
1,947,204
+117,295
+6% +$1.99M 0.02% 590
2021
Q1 		$27.8M Buy
1,829,909
+11,717
+0.6% +$166K 0.02% 697
2020
Q4 		$24.4M Sell
1,818,192
-67,341
-4% -$861K 0.02% 655
2020
Q3 		$21.9M Sell
1,885,533
-92,682
-5% -$1.06M 0.02% 625
2020
Q2 		$22.7M Sell
1,978,215
-262,863
-12% -$2.62M 0.02% 589
2020
Q1 		$20M Sell
2,241,078
-4,871
-0.2% -$65.8K 0.02% 560
2019
Q4 		$31.6M Sell
2,245,949
-53,904
-2% -$785K 0.03% 548
2019
Q3 		$32.9M Buy
2,299,853
+13,485
+0.6% +$177K 0.03% 510
2019
Q2 		$26.5M Sell
2,286,368
-35,241
-2% -$387K 0.02% 604
2019
Q1 		$25.1M Buy
2,321,609
+56,546
+2% +$581K 0.02% 627
2018
Q4 		$20.8M Sell
2,265,063
-1,414,874
-38% -$14M 0.02% 679
2018
Q3 		$38.8M Sell
3,679,937
-596,962
-14% -$6.1M 0.03% 506
2018
Q2 		$44.1M Buy
4,276,899
+1,009,616
+31% +$9.72M 0.04% 447
2018
Q1 		$30M Buy
3,267,283
+715,305
+28% +$6.48M 0.03% 571
2017
Q4 		$25.7M Buy
2,551,978
+430,206
+20% +$4.44M 0.02% 657
2017
Q3 		$21.6M Buy
2,121,772
+1,026,415
+94% +$10.4M 0.02% 730
2017
Q2 		$10.8M Buy
1,095,357
+466,557
+74% +$4.43M 0.01% 1183
2017
Q1 		$5.89M Buy
628,800
+618,069
+5,760% +$5.64M 0.01% 1476
2016
Q4 		$96K Buy
+10,731
New +$92.9K ﹤0.01% 2158

Other funds holding IRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Principal Financial Group increased its Independence Realty Trust (IRT) stake by 2.9% in Q1 2026, buying an estimated $250K and bringing the position to 532,445 shares worth $7.93M. The position accounts for ﹤0.01% of the portfolio, ranked #1441.

Principal Financial Group first reported a position in IRT in Q4 2016 and has held it in 38 quarters since. The position peaked at $61M in Q1 2022. 385 funds tracked by Wall St. Rank hold IRT as of Q1 2026.

  • Principal Financial Group held 532,445 shares of Independence Realty Trust worth $7.93M as of Q1 2026.
  • Principal Financial Group bought 15,242 Independence Realty Trust shares in Q1 2026, an estimated $250K.
  • Independence Realty Trust made up ﹤0.01% of Principal Financial Group's portfolio in Q1 2026, its #1441 holding.
  • Principal Financial Group first reported a position in Independence Realty Trust in Q4 2016 and has held it in 38 quarters since.
  • Principal Financial Group's Independence Realty Trust position peaked at $61M in Q1 2022.
  • 385 funds tracked by Wall St. Rank held Independence Realty Trust as of Q1 2026.

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