Purchases and Sales Made in Q4 2024 in Principal Real Estate Income Fund (PGZ)
This table provides information about the institutional ownership of Principal Real Estate Income Fund (PGZ) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
56.3KNew |
$549K - $630K
|
56.3K
$581K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
34.1KNew |
$332K - $381K
|
34.1K
$351K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
33.6K+ 81.28% |
$327K - $376K
|
75K
$773K
|
|
|
Jan 31, 2025
Q4 2024
|
Robinson Capital Management, LLC
|
BUY
|
- |
2.47K+ 5.67% |
$24.1K - $27.6K
|
46K
$474K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
1KNew |
$9.74K - $11.2K
|
1K
$10.3K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
694+ 2.98% |
$6.76K - $7.77K
|
23.9K
$247K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7+ 0.01% |
$68.2 - $78.3
|
60.2K
$621K
|
|
|
Feb 07, 2025
Q4 2024
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-1.04K- 9.26% |
$10.2K - $11.7K
|
10.2K
$106K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-4.63K- 42.96% |
$45.1K - $51.8K
|
6.14K
$63.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Riverbridge Partners LLC
|
SELL
|
- |
-41.5K- 25.13% |
$404K - $464K
|
124K
$1.27M
|