Principal Financial Group
OPI

Principal Financial Group’s Office Properties Income Trust OPI Stock Holding History

Principal Financial Group’s Portfolio OPI Stock Details OPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-53,636
Closed -$393K – 2474
2023
Q4 		$393K Buy
53,636
+11,402
+27% +$60.6K ﹤0.01% 2005
2023
Q3 		$173K Sell
42,234
-256,590
-86% -$1.78M ﹤0.01% 2188
2023
Q2 		$2.3M Sell
298,824
-9,244
-3% -$70K ﹤0.01% 1742
2023
Q1 		$3.79M Sell
308,068
-6,798
-2% -$104K ﹤0.01% 1632
2022
Q4 		$4.2M Buy
314,866
+15,983
+5% +$230K ﹤0.01% 1591
2022
Q3 		$4.2M Sell
298,883
-33
-0% -$620 ﹤0.01% 1551
2022
Q2 		$5.96M Sell
298,916
-20,816
-7% -$450K ﹤0.01% 1491
2022
Q1 		$8.23M Sell
319,732
-2,790
-0.9% -$70.9K 0.01% 1484
2021
Q4 		$8.01M Sell
322,522
-7,003
-2% -$180K ﹤0.01% 1506
2021
Q3 		$8.35M Sell
329,525
-4,856
-1% -$132K 0.01% 1491
2021
Q2 		$9.8M Buy
334,381
+2,273
+0.7% +$65.1K 0.01% 1440
2021
Q1 		$9.14M Sell
332,108
-291
-0.1% -$7.54K 0.01% 1435
2020
Q4 		$7.55M Sell
332,399
-13,814
-4% -$302K 0.01% 1381
2020
Q3 		$7.17M Sell
346,213
-14,305
-4% -$345K 0.01% 1272
2020
Q2 		$9.36M Sell
360,518
-5,697
-2% -$148K 0.01% 1096
2020
Q1 		$9.98M Sell
366,215
-14,633
-4% -$452K 0.01% 904
2019
Q4 		$12.2M Sell
380,848
-34,241
-8% -$1.1M 0.01% 1138
2019
Q3 		$12.7M Sell
415,089
-2,599
-0.6% -$72.6K 0.01% 1081
2019
Q2 		$11M Buy
417,688
+31,266
+8% +$822K 0.01% 1171
2019
Q1 		$10.7M Buy
+386,422
New +$11.7M 0.01% 1196

Other funds holding OPI

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Principal Financial Group's OPI Position: Q1 2024 in Review

Principal Financial Group sold out of Office Properties Income Trust (OPI) in Q1 2024, closing a stake of 53,636 shares — an estimated $393K sold.

Principal Financial Group first reported a position in OPI in Q1 2019 and held it in 20 quarters. The position peaked at $12.7M in Q3 2019. 134 funds tracked by Wall St. Rank hold OPI as of Q1 2024.

  • Principal Financial Group reported no remaining Office Properties Income Trust position as of Q1 2024 after selling out during the quarter.
  • Principal Financial Group sold 53,636 Office Properties Income Trust shares in Q1 2024, an estimated $393K.
  • Principal Financial Group first reported a position in Office Properties Income Trust in Q1 2019 and held it in 20 quarters.
  • Principal Financial Group's Office Properties Income Trust position peaked at $12.7M in Q3 2019.
  • 134 funds tracked by Wall St. Rank held Office Properties Income Trust as of Q1 2024.

Based on Principal Financial Group's 13F filing for Q1 2024, filed 29 Apr 2024.