Shaker Financial Services, LLC Principal Real Estate Income Fund Transaction History
Shaker Financial Services, LLC
- $301 Million
- Q4 2025
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 50,826 shares of PGZ stock, worth $526,557. This represents 0.18% of its overall portfolio holdings.
Number of Shares
50,826
Previous 13,629
272.93%
Holding current value
$526,557
Previous $142,000
270.42%
% of portfolio
0.18%
Previous 0.05%
Shares
22 transactions
Others Institutions Holding PGZ
# of Institutions
38Shares Held
1.69MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY418KShares$4.33 Million0.0% of portfolio
-
Bulldog Investors, LLP Saddle Brook, NJ190KShares$1.97 Million0.71% of portfolio
-
Riverbridge Partners LLC187KShares$1.94 Million0.04% of portfolio
-
Advisors Asset Management, Inc. Monument, CO151KShares$1.57 Million0.03% of portfolio
-
Saba Capital Management, L.P. New York, NY132KShares$1.37 Million0.04% 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 ...