Institutional shares held 1.85 Million
0 calls
0 puts
Total value of holdings $19.4M
$0 calls
$0 puts
Market Cap N/A
Institutional ownership N/A
# of Institutions 34


Latest Institutional Activity in PGZ

Top Purchases

Q2 2025
Raymond James Financial Inc Shares Held: 43.8K ($459K)
Q2 2025
Baird Financial Group, Inc. Shares Held: 11.7K ($123K)
Q2 2025
Riverbridge Partners LLC Shares Held: 141K ($1.48M)
Q2 2025
J.W. Cole Advisors, Inc. Shares Held: 98.5K ($1.03M)
Q2 2025
Advisor Group Holdings, Inc. Shares Held: 61.8K ($648K)

Top Sells

Q2 2025
Saba Capital Management, L.P. Shares Held: 362K ($3.79M)
Q2 2025
Morgan Stanley Shares Held: 401K ($4.21M)
Q2 2025
Ubs Group Ag Shares Held: 26.1K ($273K)
Q2 2025
Private Advisor Group, LLC Shares Held: 14.2K ($149K)
Q2 2025
Sea Crest Wealth Management, LLC Shares Held: 19.1K ($201K)

About PGZ

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 and REIT-like entities. The fund invests in value stocks of companies. It uses financial derivatives such as credit default swaps, interest rate swaps, caps, floors and collars, currency futures and forwards, rate forwards, and interest rate futures to invest in securities. The fund employs fundamental analysis with a combination of top-down and bottom-up stock picking approach while focusing on factors such as macro outlook on the economy, real estate cycle and real estate fundamentals, shorter-term tactical allocation shifts upon a continual assessment of market valuations, quantitative, analysis, and technical indicators to create it portfolio. Principal Real Estate Income Fund was formed on August 31, 2012 and is domiciled in the United States.


Insider Transactions at PGZ

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Date Insider Transaction Ownership Type Shares Traded Value / Price
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Last 12 Months Summary

Buy / Acquisition
0 Shares
From 0 Insiders
Sell / Disposition
0 Shares
From 0 Insiders

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