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 33 institutions that hold shares in the stock, with a total of 1.91 Million shares, which have been reported (via 13F filing form) to have a value of $20.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
442,757
shares
|
$4.66 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.29%
|
|
|
Saba Capital Management, L.P.
New York, NY |
Feb 14, 2025 Q4 2024 |
401,763
shares
|
$4.23 Million
0.1% of portfolio
|
Q4 2024
Reduced 10.62%
|
|
|
Bulldog Investors, LLP
Saddle Brook, NJ |
Feb 14, 2025 Q4 2024 |
369,396
shares
|
$3.89 Million
1.6% of portfolio
|
Q4 2024
Added 103.05%
|
|
|
Riverbridge Partners LLC
|
Jan 17, 2025 Q4 2024 |
123,577
shares
|
$1.3 Million
0.02% of portfolio
|
Q4 2024
Reduced 25.13%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
74,955
shares
|
$788,526
0.03% of portfolio
|
Q4 2024
Added 81.28%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
60,227
shares
|
$633,588
0.0% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Wolverine Asset Management LLC
|
Feb 03, 2025 Q4 2024 |
56,338
shares
|
$592,675
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Shaker Financial Services, LLC
|
Feb 13, 2025 Q4 2024 |
52,041
shares
|
$547,471
0.2% of portfolio
|
Q4 2024
Added 78.39%
|
|
|
Robinson Capital Management, LLC
|
Jan 31, 2025 Q4 2024 |
46,008
shares
|
$484,004
0.19% of portfolio
|
Q4 2024
Added 5.67%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
41,050
shares
|
$431,846
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First Trust Advisors LP
Wheaton, IL |
Feb 13, 2025 Q4 2024 |
38,321
shares
|
$403,136
0.0% of portfolio
|
Q4 2024
Added 4.61%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
34,055
shares
|
$358,258
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
27,124
shares
|
$285,344
0.0% of portfolio
|
Q3 2024
Added 5.24%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
23,945
shares
|
$251,901
0.03% of portfolio
|
Q4 2024
Added 2.98%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
19,849
shares
|
$208,811
0.0% of portfolio
|
Q4 2024
Added 89.42%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
16,940
shares
|
$178,208
0.0% of portfolio
|
Q3 2024
Reduced 24.0%
|
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
16,000
shares
|
$168,320
0.0% of portfolio
|
Q3 2020
Reduced 1.99%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
15,000
shares
|
$157,800
0.0% of portfolio
|
Q1 2023
Added 46.67%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
14,630
shares
|
$153,907
0.0% of portfolio
|
Q4 2024
Added 227.29%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
12,117
shares
|
$127,470
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
10,234
shares
|
$107,661
0.02% of portfolio
|
Q4 2024
Reduced 9.26%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
6,144
shares
|
$64,634
0.01% of portfolio
|
Q4 2024
Reduced 42.96%
|
|
|
Investors Research Corp
|
Feb 07, 2025 Q4 2024 |
2,500
shares
|
$26,300
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Feb 13, 2025 Q4 2024 |
1,415
shares
|
$14,885
0.0% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Feb 05, 2025 Q4 2024 |
1,000
shares
|
$10,520
0.01% of portfolio
|
Q4 2024
New holding
|