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PRINCIPAL FINANCIAL GROUP INC: WELL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PRINCIPAL FINANCIAL GROUP INC on WELL, newest first. How the timeline and the estimate are built.

PRINCIPAL FINANCIAL GROUP INC held 9,831,562 WELL shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,831,562 shares
    Change vs previous 13F +208,401 shares

    1.05% of the 13F portfolio, value $2,231,486,640.

    13F-HR 0001126328-26-000178 filed by PRINCIPAL FINANCIAL GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

    • PRINCIPAL SECURITIES, INC.: 16,941 shares
    • PRINCIPAL FINANCIAL GROUP INC: 9,814,621 shares

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 9,623,161 shares
    Change vs previous 13F -485,563 shares

    0.98% of the 13F portfolio, value $1,902,603,858.

    13F-HR 0001126328-26-000103 filed by PRINCIPAL FINANCIAL GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

    • PRINCIPAL SECURITIES, INC.: 16,506 shares
    • PRINCIPAL FINANCIAL GROUP INC: 9,606,655 shares

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 10,108,724 shares
    Change vs previous 13F -86,178 shares

    0.93% of the 13F portfolio, value $1,876,283,684.

    13F-HR 0001126328-26-000011 filed by PRINCIPAL FINANCIAL GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

    • PRINCIPAL SECURITIES, INC.: 14,641 shares
    • PRINCIPAL FINANCIAL GROUP INC: 10,094,083 shares

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 10,194,902 shares
    Change vs previous 13F -249,026 shares

    0.89% of the 13F portfolio, value $1,816,120,997.

    13F-HR 0001126328-25-000057 filed by PRINCIPAL FINANCIAL GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

    • PRINCIPAL SECURITIES, INC.: 10,843 shares
    • PRINCIPAL FINANCIAL GROUP INC: 10,184,059 shares

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 10,443,928 shares
    Change vs previous 13F -1,023,423 shares

    0.83% of the 13F portfolio, value $1,605,545,960.

    13F-HR 0001085146-25-004729 filed by PRINCIPAL FINANCIAL GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

    • PRINCIPAL SECURITIES, INC.: 10,264 shares
    • PRINCIPAL FINANCIAL GROUP INC: 10,433,664 shares

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 11,467,351 shares
    Change vs previous 13F -446,038 shares

    0.96% of the 13F portfolio, value $1,756,778,798.

    13F-HR 0001085146-25-002396 filed by PRINCIPAL FINANCIAL GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

    • PRINCIPAL SECURITIES, INC.: 4,935 shares
    • PRINCIPAL FINANCIAL GROUP INC: 11,462,416 shares

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 11,913,389 shares
    Change vs previous 13F -265,832 shares

    0.8% of the 13F portfolio, value $1,501,469,770.

    13F-HR 0001085146-25-000661 filed by PRINCIPAL FINANCIAL GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

    • PRINCIPAL SECURITIES, INC.: 4,750 shares
    • PRINCIPAL FINANCIAL GROUP INC: 11,908,639 shares

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F/A 12,179,221 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $1,559,297,467.

    13F-HR 0001085146-24-005276 filed by PRINCIPAL FINANCIAL GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

    • PRINCIPAL SECURITIES, INC.: 4,429 shares
    • PRINCIPAL FINANCIAL GROUP INC: 12,174,792 shares

    Acceptance time not in the bulk data set (spec §4.2).