Latest Institutional Purchases of Principal Real Estate Income Fund (PGZ)
This list provides information on the latest institutional transactions involving Principal Real Estate Income Fund (PGZ) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2025
Q3 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
151KNew |
$1.56M - $1.6M
|
151K
$1.57M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
16.7K+ 4.16% |
$172K - $177K
|
418K
$4.33M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
14.8KNew |
$152K - $156K
|
14.8K
$153K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
13.8KNew |
$142K - $145K
|
13.8K
$143K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
13.7K+ 13.89% |
$141K - $145K
|
112K
$1.16M
|
|
|
Oct 22, 2025
Q3 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
13.6KNew |
$140K - $144K
|
13.6K
$141K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
5.27K+ 12.02% |
$54.2K - $55.7K
|
49.1K
$508K
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.79K+ 40.9% |
$49.2K - $50.6K
|
16.5K
$171K
|
|
|
Oct 14, 2025
Q3 2025
|
Riverbridge Partners LLC
|
BUY
|
- |
3.6K+ 2.55% |
$37K - $38.1K
|
145K
$1.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.23K+ 5.7% |
$33.2K - $34.1K
|
59.8K
$620K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
1.45KNew |
$14.9K - $15.3K
|
1.45K
$15K
|
|
|
Nov 25, 2025
Q3 2025
|
Kerr Financial Planning Corp
Fresno, CA |
BUY
|
- |
1.35KNew |
$13.9K - $14.3K
|
1.35K
$14K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.29KNew |
$13.3K - $13.7K
|
1.29K
$13.4K
|
|
|
Nov 12, 2025
Q3 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
1.12K+ 3.22% |
$11.5K - $11.8K
|
35.8K
$371K
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
950+ 5.63% |
$9.78K - $10K
|
17.8K
$185K
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
500New |
$5.15K - $5.29K
|
500
$5.18K
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
400+ 2.21% |
$4.12K - $4.23K
|
18.5K
$191K
|
|
|
Nov 06, 2025
Q3 2025
|
Uhlmann Price Securities, LLC
Skokie, IL |
BUY
|
- |
370+ 2.94% |
$3.81K - $3.91K
|
13K
$134K
|
|
|
Nov 13, 2025
Q3 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
299+ 1.56% |
$3.08K - $3.16K
|
19.4K
$201K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
55+ 0.24% |
$566 - $581
|
23.2K
$240K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2New |
$20.6 - $21.1
|
2
$20.7
|
|
| Q2 2025 | |||||||
|
Aug 14, 2025
Q2 2025
|
Robinson Capital Management, LLC
|
BUY
|
- |
80+ 0.17% |
$776 - $846
|
46.1K
$477K
|
|
|
Jul 14, 2025
Q2 2025
|
S.A. Mason LLC
|
BUY
|
- |
31+ 3.07% |
$301 - $328
|
1.04K
$10.8K
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
5+ 0.35% |
$48.5 - $52.9
|
1.42K
$14.7K
|
|
|
Aug 12, 2025
Q2 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
4+ 3.6% |
$38.8 - $42.3
|
115
$1.19K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.2KNew |
$11.8K - $12.9K
|
1.2K
$12.4K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12.1KNew |
$118K - $136K
|
12.1K
$126K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
1KNew |
$9.74K - $11.2K
|
1K
$10.4K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
135KNew |
$1.37M - $1.51M
|
135K
$1.4M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
41.1KNew |
$417K - $461K
|
41.1K
$425K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.35K+ 5.24% |
$13.7K - $15.1K
|
27.1K
$281K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1KNew |
$10.2K - $11.2K
|
1K
$10.4K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
78+ 1.92% |
$793 - $875
|
4.15K
$43K
|
|
| Q2 2024 | |||||||
|
Aug 12, 2024
Q2 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
15.8KNew |
$152K - $162K
|
15.8K
$163K
|
|
| Q1 2024 | |||||||
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.1K+ 9.12% |
$10.4K - $11.6K
|
13.2K
$136K
|
|
|
May 15, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
967New |
$9.13K - $10.2K
|
967
$10K
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
4+ 0.0% |
$37.8 - $42.2
|
141K
$1.46M
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
11.4K+ 53.79% |
$97.4K - $109K
|
32.7K
$339K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
80New |
$681 - $762
|
80
$829
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Quarry LP
New York, NY |
BUY
|
- |
19.5KNew |
$176K - $191K
|
19.5K
$202K
|
|
|
Nov 14, 2023
Q3 2023
|
Clough Capital Partners L P
Boston, MA |
BUY
|
- |
8.6K+ 19.8% |
$77.5K - $84.4K
|
52K
$539K
|
|
| Q2 2023 | |||||||
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
BUY
|
- |
360New |
$3.31K - $3.5K
|
360
$3.73K
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
24.1KNew |
$225K - $285K
|
24.1K
$250K
|
|
|
Apr 12, 2023
Q1 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
12.5KNew |
$117K - $148K
|
12.5K
$130K
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
7K+ 46.67% |
$65.4K - $82.7K
|
22K
$228K
|
|
| Q4 2022 | |||||||
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
6.14KNew |
$63.5K - $70.2K
|
6.14K
$63.6K
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Beck Bode, LLC
|
BUY
|
- |
3.37K+ 2.89% |
$36.9K - $47.5K
|
120K
$1.24M
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
500New |
$5.49K - $7.06K
|
500
$5.18K
|
|
|
Nov 07, 2022
Q3 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
245New |
$2.69K - $3.46K
|
245
$2.54K
|
|