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 35 institutions that hold shares in the stock, with a total of 1.96 Million shares, which have been reported (via 13F filing form) to have a value of $20.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| 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
|
$4.62 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
|
$4.19 Million
0.1% of portfolio
|
Q4 2024
Reduced 10.62%
|
|
|
Bulldog Investors, LLP
Saddle Brook, NJ |
Feb 14, 2025 Q4 2024 |
369,396
shares
|
$3.85 Million
1.6% of portfolio
|
Q4 2024
Added 103.05%
|
|
|
Riverbridge Partners LLC
|
Apr 21, 2025 Q1 2025 |
136,058
shares
|
$1.42 Million
0.02% of portfolio
|
Q1 2025
Added 10.1%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
95,292
shares
|
$993,895
0.03% of portfolio
|
Q1 2025
Added 27.13%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
60,227
shares
|
$628,167
0.0% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Wolverine Asset Management LLC
|
Feb 03, 2025 Q4 2024 |
56,338
shares
|
$587,605
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Shaker Financial Services, LLC
|
Feb 13, 2025 Q4 2024 |
52,041
shares
|
$542,787
0.2% of portfolio
|
Q4 2024
Added 78.39%
|
|
|
Robinson Capital Management, LLC
|
Jan 31, 2025 Q4 2024 |
46,008
shares
|
$479,863
0.19% of portfolio
|
Q4 2024
Added 5.67%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
41,050
shares
|
$428,151
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First Trust Advisors LP
Wheaton, IL |
Feb 13, 2025 Q4 2024 |
38,321
shares
|
$399,688
0.0% of portfolio
|
Q4 2024
Added 4.61%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
34,055
shares
|
$355,193
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
27,124
shares
|
$282,903
0.0% of portfolio
|
Q3 2024
Added 5.24%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
19,849
shares
|
$207,025
0.0% of portfolio
|
Q4 2024
Added 89.42%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Apr 11, 2025 Q1 2025 |
19,606
shares
|
$204,490
0.02% of portfolio
|
Q1 2025
Reduced 18.12%
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
16,875
shares
|
$176,006
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
16,000
shares
|
$166,880
0.0% of portfolio
|
Q3 2020
Reduced 1.99%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
15,474
shares
|
$161,393
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
15,240
shares
|
$158,953
0.0% of portfolio
|
Q1 2025
Reduced 10.04%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
15,000
shares
|
$156,450
0.0% of portfolio
|
Q1 2023
Added 46.67%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
14,630
shares
|
$152,590
0.0% of portfolio
|
Q4 2024
Added 227.29%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
12,117
shares
|
$126,380
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
6,044
shares
|
$63,038
0.01% of portfolio
|
Q1 2025
Reduced 1.63%
|
|
|
Investors Research Corp
|
Apr 08, 2025 Q1 2025 |
2,500
shares
|
$26,075
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
1,415
shares
|
$14,758
0.0% of portfolio
|
Q4 2024
Added 0.35%
|