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Principal Securities’s Principal Real Estate Active Opportunities ETF BYRE Stock Holding History

Principal Securities’s Portfolio BYRE Stock Details BYRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$17.7M Buy
649,260
+10,086
+2% +$272K 0.21% 86
2026
Q1 		$16M Buy
639,174
+65,447
+11% +$1.67M 0.24% 79
2025
Q4 		$14M Buy
573,727
+120,985
+27% +$3.01M 0.22% 82
2025
Q3 		$11.4M Buy
452,742
+127,804
+39% +$3.23M 0.19% 102
2025
Q2 		$8.26M Buy
324,938
+92,276
+40% +$2.32M 0.16% 126
2025
Q1 		$5.71M Hold
232,662
– – 0.13% 150
2024
Q4 		$5.71M Buy
232,662
+11,439
+5% +$295K 0.13% 148
2024
Q3 		$5.96M Buy
221,223
+12,151
+6% +$309K 0.14% 137
2024
Q2 		$4.89M Buy
209,072
+34,169
+20% +$773K 0.13% 143
2024
Q1 		$4.13M Buy
174,903
+21,878
+14% +$508K 0.13% 152
2023
Q4 		$3.69M Buy
+153,025
New +$3.35M 0.14% 146

Other funds holding BYRE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Principal Securities's BYRE Position: Q2 2026 in Review

Principal Securities increased its Principal Real Estate Active Opportunities ETF (BYRE) stake by 1.6% in Q2 2026, buying an estimated $272K and bringing the position to 649,260 shares worth $17.7M. The position accounts for 0.21% of the portfolio, ranked #86.

Principal Securities first reported a position in BYRE in Q4 2023 and has held it in 11 quarters since. 5 funds tracked by Wall St. Rank hold BYRE as of Q2 2026.

  • Principal Securities held 649,260 shares of Principal Real Estate Active Opportunities ETF worth $17.7M as of Q2 2026.
  • Principal Securities bought 10,086 Principal Real Estate Active Opportunities ETF shares in Q2 2026, an estimated $272K.
  • Principal Real Estate Active Opportunities ETF made up 0.21% of Principal Securities's portfolio in Q2 2026, its #86 holding.
  • Principal Securities first reported a position in Principal Real Estate Active Opportunities ETF in Q4 2023 and has held it in 11 quarters since.
  • 5 funds tracked by Wall St. Rank held Principal Real Estate Active Opportunities ETF as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.