Purchases and Sales Made in Q4 2025 in Principal Real Estate Income Fund (PGZ)
This table provides information about the institutional ownership of Principal Real Estate Income Fund (PGZ) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2026
Q4 2025
|
Riverbridge Partners LLC
|
BUY
|
- |
42.2K+ 29.13% |
$434K - $444K
|
187K
$1.94M
|
|
|
Jan 12, 2026
Q4 2025
|
Uhlmann Price Securities, LLC
Skokie, IL |
BUY
|
- |
401+ 3.09% |
$4.12K - $4.21K
|
13.4K
$139K
|
|
|
Jan 12, 2026
Q4 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-133- 0.68% |
$1.37K - $1.4K
|
19.3K
$200K
|