Principal Financial Group
TRTX

Principal Financial Group’s TPG RE Finance Trust TRTX Stock Holding History

Principal Financial Group’s Portfolio TRTX Stock Details TRTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-10,381
Closed -$69.9K – 2458
2023
Q3 		$69.9K Buy
+10,381
New +$75.2K ﹤0.01% 2325
2020
Q2 		– Sell
-68,010
Closed -$373K – 2367
2020
Q1 		$373K Buy
68,010
+2,193
+3% +$37.9K ﹤0.01% 1918
2019
Q4 		$1.33M Buy
65,817
+12,364
+23% +$249K ﹤0.01% 1787
2019
Q3 		$1.06M Buy
53,453
+5,378
+11% +$106K ﹤0.01% 1821
2019
Q2 		$927K Sell
48,075
-13,293
-22% -$261K ﹤0.01% 1851
2019
Q1 		$1.2M Buy
61,368
+1,524
+3% +$30K ﹤0.01% 1805
2018
Q4 		$1.09M Buy
+59,844
New +$1.17M ﹤0.01% 1800

Other funds holding TRTX

TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Principal Financial Group's TRTX Position: Q4 2023 in Review

Principal Financial Group sold out of TPG RE Finance Trust (TRTX) in Q4 2023, closing a stake of 10,381 shares — an estimated $69.9K sold.

Principal Financial Group first reported a position in TRTX in Q4 2018 and held it in 7 quarters. The position peaked at $1.33M in Q4 2019. 116 funds tracked by Wall St. Rank hold TRTX as of Q4 2023.

  • Principal Financial Group reported no remaining TPG RE Finance Trust position as of Q4 2023 after selling out during the quarter.
  • Principal Financial Group sold 10,381 TPG RE Finance Trust shares in Q4 2023, an estimated $69.9K.
  • Principal Financial Group first reported a position in TPG RE Finance Trust in Q4 2018 and held it in 7 quarters.
  • Principal Financial Group's TPG RE Finance Trust position peaked at $1.33M in Q4 2019.
  • 116 funds tracked by Wall St. Rank held TPG RE Finance Trust as of Q4 2023.

Based on Principal Financial Group's 13F filing for Q4 2023, filed 7 Feb 2024.