Purchases and Sales Made in Q3 2025 in Principal Real Estate Income Fund (PGZ)
This table provides information about the institutional ownership of Principal Real Estate Income Fund (PGZ) during Q3 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2025
Q3 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
151KNew |
$1.56M - $1.6M
|
151K
$1.57M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
16.7K+ 4.16% |
$172K - $177K
|
418K
$4.33M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
14.8KNew |
$152K - $156K
|
14.8K
$153K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
13.8KNew |
$142K - $145K
|
13.8K
$143K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
13.7K+ 13.89% |
$141K - $145K
|
112K
$1.16M
|
|
|
Oct 22, 2025
Q3 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
13.6KNew |
$140K - $144K
|
13.6K
$141K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
5.27K+ 12.02% |
$54.2K - $55.7K
|
49.1K
$508K
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.79K+ 40.9% |
$49.2K - $50.6K
|
16.5K
$171K
|
|
|
Oct 14, 2025
Q3 2025
|
Riverbridge Partners LLC
|
BUY
|
- |
3.6K+ 2.55% |
$37K - $38.1K
|
145K
$1.5M
|
|
|
Oct 31, 2025
Q3 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
3.5K+ 7.87% |
$36K - $37K
|
48K
$497K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.23K+ 5.7% |
$33.2K - $34.1K
|
59.8K
$620K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
1.45KNew |
$14.9K - $15.3K
|
1.45K
$15K
|
|
|
Nov 25, 2025
Q3 2025
|
Kerr Financial Planning Corp
Fresno, CA |
BUY
|
- |
1.35KNew |
$13.9K - $14.3K
|
1.35K
$14K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.29KNew |
$13.3K - $13.7K
|
1.29K
$13.4K
|
|
|
Nov 12, 2025
Q3 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
1.12K+ 3.22% |
$11.5K - $11.8K
|
35.8K
$371K
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
950+ 5.63% |
$9.78K - $10K
|
17.8K
$185K
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
500New |
$5.15K - $5.29K
|
500
$5.18K
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
400+ 2.21% |
$4.12K - $4.23K
|
18.5K
$191K
|
|
|
Nov 06, 2025
Q3 2025
|
Uhlmann Price Securities, LLC
Skokie, IL |
BUY
|
- |
370+ 2.94% |
$3.81K - $3.91K
|
13K
$134K
|
|
|
Nov 13, 2025
Q3 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
299+ 1.56% |
$3.08K - $3.16K
|
19.4K
$201K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
55+ 0.24% |
$566 - $581
|
23.2K
$240K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2New |
$20.6 - $21.1
|
2
$20.7
|
|
|
Nov 18, 2025
Q3 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-975- 99.9% |
$10K - $10.3K
|
1
$10.4
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-23.2K- 88.86% |
$238K - $245K
|
2.91K
$30.1K
|
|
|
Nov 14, 2025
Q3 2025
|
Bulldog Investors, LLP
Saddle Brook, NJ |
SELL
|
- |
-181K- 48.84% |
$1.86M - $1.91M
|
190K
$1.97M
|
|
|
Nov 14, 2025
Q3 2025
|
Saba Capital Management, L.P.
New York, NY |
SELL
|
- |
-229K- 63.38% |
$2.36M - $2.42M
|
132K
$1.37M
|
|