Principal GLBL R/E Sec-InstPOSIX
13F holders, Q1 2025 (March 31)2holders
0new positions
0sold out
$9.30avg. 13F price*
At the end of Q1 2025, 2 institutions reported holding Principal GLBL R/E Sec-Inst (POSIX) in their 13F filings, unchanged from Q4 2024. 0 opened new positions and 0 sold out. The largest holders were Partners Capital Investment Group, LLP ($11.7M) and Great Lakes Advisors, LLC ($116K).
- Company
- Principal GLBL R/E Sec-Inst
- CUSIP
- 74254V273
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q4 2024 → Q1 2025: 31,545 shares bought and 1,335 shares sold, net +30,210 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Partners Capital Investment Group, LLP | 0.20% | Add +2.6% | 1,260,465 | $11.7M |
| Great Lakes Advisors, LLC | 0.00% | Reduce -9.7% | 12,433 | $116K |
"% 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.