Private Capital Group, LLC Principal Real Estate Income Fund Transaction History

Private Capital Group, LLC

$133 Million
Q2 2022

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2019 Feb 14, 2020	SELL	$20.22 - $21.4 $3,012 - $3,188	-149 Closed	0 $0
Q3 2019 Nov 13, 2019	BUY	$18.87 - $20.57 $2,811 - $3,064	149 New	149 $3,000
Q2 2019 Aug 15, 2019	SELL	$18.35 - $19.29 $2,734 - $2,874	-149 Closed	0 $0
Q1 2018 May 16, 2018	BUY	$16.33 - $17.61 $2,433 - $2,623	149 New	149 $2,000

Others Institutions Holding PGZ

# of Institutions

30

Shares Held

1.75M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

453K
Shares

$4.79 Million
0.0% of portfolio
Saba Capital Management, L.P. New York, NY

450K
Shares

$4.75 Million
0.11% of portfolio
Bulldog Investors, LLP Saddle Brook, NJ

182K
Shares

$1.92 Million
1.03% of portfolio
Riverbridge Partners LLC

165K
Shares

$1.74 Million
0.03% of portfolio
Kovitz Investment Group Partners, LLC

135K
Shares

$1.42 Million
0.01% of portfolio

About Principal Real Estate Income Fund

Ticker PGZ
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Principal Real Estate Income Fund is a closed ended balanced mutual fund launched and managed by ALPS Advisers, Inc. It is co-managed by Principal Real Estate Investors, LLC. The fund invests in public equity and fixed income markets of the United States. It seeks to invest in commercial mortgage backed securities, real estate investment trusts ...

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