Principal Financial Group’s InvenTrust Properties IVT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$235M	Buy	7,729,381 +1,539,672	+25%	+$46.4M	0.13%	162
2025 Q4	$175M	Buy	6,189,709 +1,456,918	+31%	+$41M	0.09%	203
2025 Q3	$135M	Buy	4,732,791 +60,395	+1%	+$1.71M	0.07%	236
2025 Q2	$128M	Buy	4,672,396 +210,561	+5%	+$5.85M	0.07%	241
2025 Q1	$131M	Buy	4,461,835 +99,196	+2%	+$2.92M	0.07%	221
2024 Q4	$131M	Buy	4,362,639 +245,343	+6%	+$7.38M	0.07%	234
2024 Q3	$117M	Buy	4,117,296 +738,784	+22%	+$20.5M	0.06%	256
2024 Q2	$83.7M	Buy	3,378,512 +706,437	+26%	+$17.5M	0.05%	297
2024 Q1	$68.7M	Buy	2,672,075 +387,397	+17%	+$9.76M	0.04%	380
2023 Q4	$57.9M	Sell	2,284,678 -381,452	-14%	-$9.51M	0.04%	394
2023 Q3	$63.5M	Buy	2,666,130 +51,106	+2%	+$1.23M	0.05%	340
2023 Q2	$60.5M	Buy	2,615,024 +11,391	+0.4%	+$257K	0.04%	365
2023 Q1	$60.9M	Buy	2,603,633 +203,783	+8%	+$4.81M	0.04%	365
2022 Q4	$56.8M	Sell	2,399,850 -411,131	-15%	-$9.81M	0.04%	364
2022 Q3	$60M	Sell	2,810,981 -65,791	-2%	-$1.75M	0.05%	321
2022 Q2	$74.2M	Sell	2,876,772 -2,233,100	-44%	-$65.3M	0.05%	290
2022 Q1	$157M	Buy	5,109,872 +892,606	+21%	+$24.3M	0.1%	205
2021 Q4	$115M	Buy	+4,217,266	New	+$106M	0.07%	240