Latest Institutional Transactions on Principal Real Estate Income Fund (PGZ)
This table provides information on the latest institutional transactions involving Principal Real Estate Income Fund (PGZ) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
3+ 2.78% |
$29.6 - $32.3
|
111
$1.16K
|
|
|
May 15, 2025
Q1 2025
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
22.5K+ 5.59% |
$221K - $241K
|
424K
$4.44M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-19.9K- 4.49% |
$196K - $214K
|
423K
$4.42M
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-3.47K- 9.04% |
$34.2K - $37.2K
|
34.9K
$365K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-271- 99.63% |
$2.67K - $2.91K
|
1
$10.5
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-9.35K- 27.46% |
$92.2K - $101K
|
24.7K
$258K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
13.5K+ 92.17% |
$133K - $145K
|
28.1K
$294K
|
|
|
May 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
SELL
|
- |
-48.7K- 86.42% |
$480K - $523K
|
7.65K
$80K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.2KNew |
$11.8K - $12.9K
|
1.2K
$12.6K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.25K+ 16.39% |
$32.1K - $35K
|
23.1K
$242K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.7K- 10.04% |
$16.8K - $18.3K
|
15.2K
$159K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
20.3K+ 27.13% |
$201K - $219K
|
95.3K
$997K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-100- 1.63% |
$986 - $1.08K
|
6.04K
$63.2K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
16.9KNew |
$166K - $181K
|
16.9K
$177K
|
|
|
Apr 23, 2025
Q1 2025
|
S.A. Mason LLC
|
BUY
|
- |
1.01KNew |
$9.96K - $10.9K
|
1.01K
$10.6K
|
|
|
Apr 21, 2025
Q1 2025
|
Riverbridge Partners LLC
|
BUY
|
- |
12.5K+ 10.1% |
$123K - $134K
|
136K
$1.42M
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-4.34K- 18.12% |
$42.8K - $46.6K
|
19.6K
$205K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
15.5KNew |
$153K - $166K
|
15.5K
$162K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.05K+ 3.47% |
$19.9K - $22.9K
|
60.9K
$637K
|
|
|
Feb 14, 2025
Q4 2024
|
Bulldog Investors, LLP
Saddle Brook, NJ |
BUY
|
- |
187K+ 103.05% |
$1.83M - $2.1M
|
369K
$3.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12.1KNew |
$118K - $136K
|
12.1K
$127K
|
|
|
Feb 13, 2025
Q4 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
22.9K+ 78.39% |
$223K - $256K
|
52K
$544K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
5+ 0.35% |
$48.7 - $55.9
|
1.42K
$14.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-1.04K- 9.26% |
$10.2K - $11.7K
|
10.2K
$107K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
1KNew |
$9.74K - $11.2K
|
1K
$10.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Robinson Capital Management, LLC
|
BUY
|
- |
2.47K+ 5.67% |
$24.1K - $27.6K
|
46K
$481K
|
|
| Q3 2024 | |||||||
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
41.1KNew |
$417K - $461K
|
41.1K
$429K
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
135KNew |
$1.37M - $1.51M
|
135K
$1.41M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-500- 4.5% |
$5.09K - $5.61K
|
10.6K
$111K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1KNew |
$10.2K - $11.2K
|
1K
$10.5K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
78+ 1.92% |
$793 - $875
|
4.15K
$43.4K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.35K+ 5.24% |
$13.7K - $15.1K
|
27.1K
$284K
|
|
| Q2 2024 | |||||||
|
Aug 12, 2024
Q2 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
15.8KNew |
$152K - $162K
|
15.8K
$165K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
967New |
$9.13K - $10.2K
|
967
$10.1K
|
|
|
May 14, 2024
Q1 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-6.88K- 10.61% |
$64.9K - $72.5K
|
57.9K
$606K
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
4+ 0.0% |
$37.8 - $42.2
|
141K
$1.47M
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.1K+ 9.12% |
$10.4K - $11.6K
|
13.2K
$138K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
80New |
$681 - $762
|
80
$837
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
11.4K+ 53.79% |
$97.4K - $109K
|
32.7K
$342K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
7.42KNew |
$63.1K - $70.7K
|
7.42K
$77.6K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.81K- 71.99% |
$25.3K - $27.6K
|
1.09K
$11.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-13.7K- 98.72% |
$123K - $134K
|
177
$1.85K
|
|
|
Nov 14, 2023
Q3 2023
|
Clough Capital Partners L P
Boston, MA |
BUY
|
- |
8.6K+ 19.8% |
$77.5K - $84.4K
|
52K
$544K
|
|
|
Nov 14, 2023
Q3 2023
|
Quarry LP
New York, NY |
BUY
|
- |
19.5KNew |
$176K - $191K
|
19.5K
$204K
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-17.4K- 44.67% |
$160K - $169K
|
21.5K
$225K
|
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
BUY
|
- |
360New |
$3.31K - $3.5K
|
360
$3.77K
|
|
| Q1 2023 | |||||||
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
7K+ 46.67% |
$65.4K - $82.7K
|
22K
$230K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-181- 36.13% |
$1.69K - $2.14K
|
320
$3.35K
|
|
|
May 11, 2023
Q1 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
24.1KNew |
$225K - $285K
|
24.1K
$252K
|
|