Principal GLBL R/E Sec-InstPOSIX

13F holders, Q2 2024 (June 30)
3holders
0new positions
0sold out
$8.98avg. 13F price*

At the end of Q2 2024, 3 institutions reported holding Principal GLBL R/E Sec-Inst (POSIX) in their 13F filings, unchanged from Q1 2024. 0 opened new positions and 0 sold out. The largest holders were Partners Capital Investment Group, LLP ($11.0M), Motco ($6.1M) and Great Lakes Advisors, LLC ($118K).

Company
Principal GLBL R/E Sec-Inst
CUSIP
74254V273
Latest filing quarter
Q2 2026

History

Number of 13F holders

0123 Q1 2024: 3Q1 2024Q2 2024: 3Q2 2024Q3 2024: 2Q3 2024Q4 2024: 2Q4 2024Q1 2025: 2Q1 2025Q2 2025: 1Q2 2025Q3 2025: 1Q3 2025Q4 2025: 1Q4 2025Q1 2026: 1Q1 2026Q2 2026: 1Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions0$0
Exits0$0

All 13F filers, Q1 2024 → Q2 2024: 10,727 shares bought and 2,812 shares sold, net +7,915 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 3 holders

Partners Capital Investment Group, LLP 0.19% No change 1,228,920 $11.0M
Motco 0.36% Add +1.6% 672,839 $6.1M
Great Lakes Advisors, LLC 0.00% Reduce -17.8% 13,029 $118K

"% of holder's portfolio" is POSIX's weight in each manager's 13F, not the share of Principal GLBL R/E Sec-Inst the manager owns.