Principal Real Est Sec-InstPIREX
13F holders, Q2 2024 (June 30)3holders +2
2new positions
0sold out
$27.08avg. 13F price*
At the end of Q2 2024, 3 institutions reported holding Principal Real Est Sec-Inst (PIREX) in their 13F filings, up 2 from Q1 2024. 2 opened new positions and 0 sold out. The largest holders were Westside Investment Management, Inc. ($5K), Bull Oak Capital, LLC ($5K) and Financial Gravity Asset Management, Inc. ($4K).
- Company
- Principal Real Est Sec-Inst
- CUSIP
- 74253Q580
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $9K |
| Exits | 0 | $0 |
All 13F filers, Q1 2024 → Q2 2024: 340 shares bought, net +340 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Westside Investment Management, Inc. | 0.00% | Add +0.5% | 190 | $5K |
| Bull Oak Capital, LLC | 0.00% | New | 186 | $5K |
| Financial Gravity Asset Management, Inc. | 0.00% | New | 153 | $4K |
"% of holder's portfolio" is PIREX's weight in each manager's 13F, not the share of Principal Real Est Sec-Inst the manager owns.