Shaker Financial Services, LLC Principal Real Estate Income Fund Transaction History
Shaker Financial Services, LLC
- $251 Million
- Q4 2024
A detailed history of Shaker Financial Services, LLC transactions in Principal Real Estate Income Fund stock. As of the latest transaction made, Shaker Financial Services, LLC holds 52,041 shares of PGZ stock, worth $547,471. This represents 0.2% of its overall portfolio holdings.
Number of Shares
52,041
Previous 29,173
78.39%
Holding current value
$547,471
Previous $325,000
58.15%
% of portfolio
0.2%
Previous 0.12%
Shares
20 transactions
Others Institutions Holding PGZ
# of Institutions
33Shares Held
1.91MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY443KShares$4.66 Million0.0% of portfolio
-
Saba Capital Management, L.P. New York, NY402KShares$4.23 Million0.1% of portfolio
-
Bulldog Investors, LLP Saddle Brook, NJ369KShares$3.89 Million1.6% of portfolio
-
Riverbridge Partners LLC124KShares$1.3 Million0.02% of portfolio
-
J.W. Cole Advisors, Inc.75KShares$788,5260.03% of portfolio
About Principal Real Estate Income Fund
- Ticker PGZ
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management
- Description
- Principal Real Estate Income Fund is a closed ended balanced mutual fund launched and managed by ALPS Advisers, Inc. It is co-managed by Principal Real Estate Investors, LLC. The fund invests in public equity and fixed income markets of the United States. It seeks to invest in commercial mortgage backed securities, real estate investment trusts ...