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 37 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%
|
|
|
Riverbridge Partners LLC
|
Jan 13, 2026 Q4 2025 |
187,204
shares
|
$1.94 Million
0.04% of portfolio
|
Q4 2025
Added 29.13%
|
|
|
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
|
|
|
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%
|
|
|
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 |
Jan 12, 2026 Q4 2025 |
19,297
shares
|
$199,916
0.02% of portfolio
|
Q4 2025
Reduced 0.68%
|
|
|
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 |
Jan 12, 2026 Q4 2025 |
13,372
shares
|
$138,533
0.08% of portfolio
|
Q4 2025
Added 3.09%
|
|
|
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%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
2,905
shares
|
$30,095
0.0% of portfolio
|
Q3 2025
Reduced 88.86%
|
|