Syverson Strege & CO Principal Real Estate Income Fund Transaction History

Syverson Strege & CO

$277 Million
Q3 2024

Shares

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Jan 19, 2022	SELL	$14.94 - $15.96 $19,735 - $21,083	-1,321 Closed	0 $0
Q3 2021 Nov 02, 2021	BUY	$14.67 - $16.07 $322 - $353	22 Added 1.69%	1,321 $19,000
Q2 2021 Aug 04, 2021	BUY	$13.52 - $16.05 $283 - $337	21 Added 1.64%	1,299 $20,000
Q1 2021 May 07, 2021	BUY	$12.0 - $13.64 $276 - $313	23 Added 1.83%	1,278 $17,000
Q4 2020 Feb 03, 2021	BUY	$9.46 - $12.19 $11,872 - $15,298	1,255 New	1,255 $15,000

Others Institutions Holding PGZ

# of Institutions

31

Shares Held

1.79M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

453K
Shares

$4.51 Million
0.0% of portfolio
Saba Capital Management, L.P. New York, NY

450K
Shares

$4.48 Million
0.11% of portfolio
Bulldog Investors, LLP Saddle Brook, NJ

182K
Shares

$1.81 Million
1.03% of portfolio
Riverbridge Partners LLC

165K
Shares

$1.64 Million
0.03% of portfolio
Kovitz Investment Group Partners, LLC

135K
Shares

$1.34 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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