Principal GLBL R/E Sec-InstPOSIX
13F holders, Q3 2024 (September 30)2holders −1
0new positions
1sold out
$10.37avg. 13F price*
At the end of Q3 2024, 2 institutions reported holding Principal GLBL R/E Sec-Inst (POSIX) in their 13F filings, down 1 from Q2 2024. 0 opened new positions and 1 sold out. The largest holders were Partners Capital Investment Group, LLP ($12.7M) and Great Lakes Advisors, LLC ($134K).
- Company
- Principal GLBL R/E Sec-Inst
- CUSIP
- 74254V273
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $6.1M |
All 13F filers, Q2 2024 → Q3 2024: 672,935 shares sold, net −672,935 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Partners Capital Investment Group, LLP | 0.20% | No change | 1,228,920 | $12.7M |
| Great Lakes Advisors, LLC | 0.00% | Reduce -0.7% | 12,933 | $134K |
"% 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.