Institutional Ownership Principal Real Estate Income Fund (PGZ)
This table provides information about the institutional ownership of Principal Real Estate Income Fund (PGZ). We have compiled data on the 40 institutions that hold shares in the stock, with a total of 1.66 Million shares, which have been reported (via 13F filing form) to have a value of $17.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
417,884
shares
|
$4.33 Million
0.0% of portfolio
|
Q3 2025
Added 4.16%
|
|
|
Bulldog Investors, LLP
Saddle Brook, NJ |
Nov 14, 2025 Q3 2025 |
189,736
shares
|
$1.97 Million
0.71% of portfolio
|
Q3 2025
Reduced 48.84%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 06, 2025 Q3 2025 |
151,374
shares
|
$1.57 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Riverbridge Partners LLC
|
Oct 14, 2025 Q3 2025 |
144,972
shares
|
$1.5 Million
0.03% of portfolio
|
Q3 2025
Added 2.55%
|
|
|
Saba Capital Management, L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
132,451
shares
|
$1.37 Million
0.04% of portfolio
|
Q3 2025
Reduced 63.38%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
112,130
shares
|
$1.16 Million
0.02% of portfolio
|
Q3 2025
Added 13.89%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
59,821
shares
|
$619,745
0.0% of portfolio
|
Q3 2025
Added 5.7%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
49,062
shares
|
$508,282
0.0% of portfolio
|
Q3 2025
Added 12.02%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Oct 31, 2025 Q3 2025 |
48,000
shares
|
$497,280
0.06% of portfolio
|
Q4 2023
Reduced 4.7%
|
|
|
Robinson Capital Management, LLC
|
Nov 14, 2025 Q3 2025 |
46,088
shares
|
$477,471
0.26% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
41,050
shares
|
$425,278
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 12, 2025 Q3 2025 |
35,828
shares
|
$371,178
0.0% of portfolio
|
Q3 2025
Added 3.22%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
27,124
shares
|
$281,004
0.0% of portfolio
|
Q3 2024
Added 5.24%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
23,211
shares
|
$240,465
0.0% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Nov 13, 2025 Q3 2025 |
19,430
shares
|
$201,294
0.02% of portfolio
|
Q3 2025
Added 1.56%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
18,474
shares
|
$191,390
0.01% of portfolio
|
Q3 2025
Added 2.21%
|
|
|
Clear Creek Financial Management, LLC
|
Nov 07, 2025 Q3 2025 |
17,825
shares
|
$184,667
0.02% of portfolio
|
Q3 2025
Added 5.63%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
16,484
shares
|
$170,774
0.0% of portfolio
|
Q3 2025
Added 40.9%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
16,000
shares
|
$165,760
0.0% of portfolio
|
Q3 2020
Reduced 1.99%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
14,805
shares
|
$153,379
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
14,225
shares
|
$147,371
0.0% of portfolio
|
Q2 2025
Reduced 6.66%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
13,758
shares
|
$142,532
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Shaker Financial Services, LLC
|
Oct 22, 2025 Q3 2025 |
13,629
shares
|
$141,196
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Uhlmann Price Securities, LLC
Skokie, IL |
Nov 06, 2025 Q3 2025 |
12,971
shares
|
$134,379
0.08% of portfolio
|
Q3 2025
Added 2.94%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
5,897
shares
|
$61,092
0.01% of portfolio
|
Q2 2025
Reduced 2.43%
|
|