Principal Real Est Sec-InstPIREX
13F holders, Q3 2024 (September 30)3holders
1new positions
0sold out
$30.33avg. 13F price*
At the end of Q3 2024, 3 institutions reported holding Principal Real Est Sec-Inst (PIREX) in their 13F filings, unchanged from Q2 2024. 1 opened new positions and 0 sold out. The largest holders were Bull Oak Capital, LLC ($6K), Westside Investment Management, Inc. ($6K) and Tucker Asset Management LLC ($3K).
- Company
- Principal Real Est Sec-Inst
- CUSIP
- 74253Q580
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $3K |
| Exits | 0 | $0 |
All 13F filers, Q2 2024 → Q3 2024: 110 shares bought, net +110 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Bull Oak Capital, LLC | 0.00% | Add +1.1% | 188 | $6K |
| Westside Investment Management, Inc. | 0.00% | No change | 190 | $6K |
| Tucker Asset Management LLC | 0.00% | New | 108 | $3K |
"% 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.