Purchases and Sales Made in Q2 2023 in Principal Real Estate Income Fund (PGZ)
This table provides information about the institutional ownership of Principal Real Estate Income Fund (PGZ) during Q2 2023. The information is specifically focused on institutions that hold shares of Principal Real Estate Income Fund.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Bulldog Investors, LLP
Saddle Brook, NJ |
BUY
|
- |
141KNew |
$1.3M - $1.37M
|
141K
$1.45M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
69.6K+ 117.31% |
$639K - $675K
|
129K
$1.32M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
30K+ 8.73% |
$275K - $291K
|
373K
$3.82M
|
|
|
Aug 14, 2023
Q2 2023
|
Clough Capital Partners L P
Boston, MA |
BUY
|
- |
25.3K+ 139.2% |
$232K - $245K
|
43.4K
$444K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
25.1K+ 98.83% |
$231K - $244K
|
50.5K
$517K
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
14.3KNew |
$131K - $139K
|
14.3K
$146K
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
13.1KNew |
$120K - $127K
|
13.1K
$134K
|
|
|
Aug 14, 2023
Q2 2023
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
4.65K+ 0.75% |
$42.8K - $45.2K
|
621K
$6.35M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.91KNew |
$35.9K - $37.9K
|
3.91K
$40K
|
|
|
Aug 14, 2023
Q2 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
3.47K+ 4.65% |
$31.9K - $33.7K
|
78K
$798K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.78K+ 5.08% |
$16.3K - $17.2K
|
36.7K
$375K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.31K+ 9.67% |
$12K - $12.7K
|
14.8K
$151K
|
|
|
Jul 31, 2023
Q2 2023
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
1.26K+ 8.22% |
$11.6K - $12.2K
|
16.6K
$169K
|
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
BUY
|
- |
360New |
$3.31K - $3.5K
|
360
$3.68K
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
65+ 5.02% |
$597 - $631
|
1.36K
$13.9K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.05K- 4.06% |
$9.65K - $10.2K
|
24.8K
$254K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-8.69K- 78.82% |
$79.8K - $84.4K
|
2.33K
$23.9K
|
|
|
Jul 25, 2023
Q2 2023
|
Riverbridge Partners LLC
|
SELL
|
- |
-10.5K- 7.33% |
$96.6K - $102K
|
133K
$1.36M
|
|
|
Aug 11, 2023
Q2 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-14.1K- 8.34% |
$130K - $137K
|
155K
$1.59M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-17.4K- 44.67% |
$160K - $169K
|
21.5K
$220K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-41.4K- 74.94% |
$380K - $402K
|
13.8K
$142K
|
|
|
Aug 07, 2023
Q2 2023
|
Shaker Financial Services, LLC
|
SELL
|
- |
-54.4K- 82.79% |
$500K - $528K
|
11.3K
$116K
|