Latest Institutional Purchases of Principal Real Estate Income Fund (PGZ)

PGZ Quotes by TradingView

This list provides information on the latest institutional transactions involving Principal Real Estate Income Fund (PGZ) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
May 15, 2025 Q1 2025
Saba Capital Management, L.P.

New York, NY
BUY
 -
22.5K
+ 5.59%
$221K - $241K
424K $4.44M
May 05, 2025 Q1 2025
J.W. Cole Advisors, Inc.

BUY
 -
20.3K
+ 27.13%
$201K - $219K
95.3K $997K
Apr 25, 2025 Q1 2025
Clear Creek Financial Management, LLC

BUY
 -
16.9K
New
$166K - $181K
16.9K $177K
Apr 09, 2025 Q1 2025
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
15.5K
New
$153K - $166K
15.5K $162K
May 13, 2025 Q1 2025
Ubs Group Ag

BUY
 -
13.5K
+ 92.17%
$133K - $145K
28.1K $294K
Apr 21, 2025 Q1 2025
Riverbridge Partners LLC

BUY
 -
12.5K
+ 10.1%
$123K - $134K
136K $1.42M
May 06, 2025 Q1 2025
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
3.25K
+ 16.39%
$32.1K - $35K
23.1K $242K
May 09, 2025 Q1 2025
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
1.2K
New
$11.8K - $12.9K
1.2K $12.6K
Apr 23, 2025 Q1 2025
S.A. Mason LLC

BUY
 -
1.01K
New
$9.96K - $10.9K
1.01K $10.6K
May 15, 2025 Q1 2025
Marshall & Sterling Wealth Advisors Inc.

Poughkeepsie, NY
BUY
 -
3
+ 2.78%
$29.6 - $32.3
111 $1.16K
Q4 2024
Feb 14, 2025 Q4 2024
Bulldog Investors, LLP

Saddle Brook, NJ
BUY
 -
187K
+ 103.05%
$1.83M - $2.1M
369K $3.86M
Feb 13, 2025 Q4 2024
Shaker Financial Services, LLC

BUY
 -
22.9K
+ 78.39%
$223K - $256K
52K $544K
Feb 14, 2025 Q4 2024
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
12.1K
New
$118K - $136K
12.1K $127K
Jan 31, 2025 Q4 2024
Robinson Capital Management, LLC

BUY
 -
2.47K
+ 5.67%
$24.1K - $27.6K
46K $481K
Jun 06, 2025 Q4 2024
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
2.05K
+ 3.47%
$19.9K - $22.9K
60.9K $637K
Feb 05, 2025 Q4 2024
Noble Wealth Management Pbc

Greenwood Village, CO
BUY
 -
1K
New
$9.74K - $11.2K
1K $10.5K
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
Q3 2024
Nov 14, 2024 Q3 2024
Kovitz Investment Group Partners, LLC

BUY
 -
135K
New
$1.37M - $1.51M
135K $1.41M
Nov 25, 2024 Q3 2024
Sanctuary Advisors, LLC

Indianapolis, IN
BUY
 -
41.1K
New
$417K - $461K
41.1K $429K
Oct 18, 2024 Q3 2024
Raymond James & Associates

St Petersburg, FL
BUY
 -
1.35K
+ 5.24%
$13.7K - $15.1K
27.1K $284K
Nov 12, 2024 Q3 2024
Td Waterhouse Canada Inc.

Toronto, A6
BUY
 -
1K
New
$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
Q2 2024
Aug 12, 2024 Q2 2024
Landscape Capital Management, L.L.C.

BUY
 -
15.8K
New
$152K - $162K
15.8K $165K
Q1 2024
Apr 11, 2024 Q1 2024
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
1.1K
+ 9.12%
$10.4K - $11.6K
13.2K $138K
May 15, 2024 Q1 2024
Blackston Financial Advisory Group, LLC

The Villages, FL
BUY
 -
967
New
$9.13K - $10.2K
967 $10.1K
May 13, 2024 Q1 2024
Relative Value Partners Group, LLC

Northbrook, IL
BUY
 -
4
+ 0.0%
$37.8 - $42.2
141K $1.47M
Q4 2023
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
 -
7.42K
New
$63.1K - $70.7K
7.42K $77.6K
Feb 14, 2024 Q4 2023
Bank Of America Corp

Charlotte, NC
BUY
 -
80
New
$681 - $762
80 $837
Q3 2023
Nov 14, 2023 Q3 2023
Quarry LP

New York, NY
BUY
 -
19.5K
New
$176K - $191K
19.5K $204K
Nov 14, 2023 Q3 2023
Clough Capital Partners L P

Boston, MA
BUY
 -
8.6K
+ 19.8%
$77.5K - $84.4K
52K $544K
Q2 2023
Aug 08, 2023 Q2 2023
Mcmillion Capital Management Inc

BUY
 -
360
New
$3.31K - $3.5K
360 $3.77K
Q1 2023
May 11, 2023 Q1 2023
Consolidated Portfolio Review Corp

Woodbury, NY
BUY
 -
24.1K
New
$225K - $285K
24.1K $252K
Apr 12, 2023 Q1 2023
Fny Investment Advisers, LLC

BUY
 -
12.5K
New
$117K - $148K
12.5K $131K
Jun 13, 2024 Q1 2023
Bank Of Montreal

Toronto, A6
BUY
 -
7K
+ 46.67%
$65.4K - $82.7K
22K $230K
Q4 2022
Feb 06, 2023 Q4 2022
Hollencrest Capital Management

BUY
 -
6.14K
New
$63.5K - $70.2K
6.14K $64.2K
Q3 2022
Nov 10, 2022 Q3 2022
Beck Bode, LLC

BUY
 -
3.37K
+ 2.89%
$36.9K - $47.5K
120K $1.25M
Mar 17, 2023 Q3 2022
American Portfolios Advisors

Holbrook, NY
BUY
 -
500
New
$5.49K - $7.06K
500 $5.23K
Nov 07, 2022 Q3 2022
Cambridge Trust CO

Boston, MA
BUY
 -
245
New
$2.69K - $3.46K
245 $2.56K
Nov 21, 2022 Q3 2022
Four Thought Financial, LLC

Venice, FL
BUY
 -
75
New
$823 - $1.06K
75 $785
Q2 2022
Jul 13, 2022 Q2 2022
Acg Wealth

BUY
 -
807
New
$9.78K - $12.7K
807 $8.44K
Sep 06, 2022 Q2 2022
Ifp Advisors, Inc

BUY
 -
485
New
$5.88K - $7.64K
485 $5.07K
Q1 2022
Apr 13, 2022 Q1 2022
Investors Research Corp

BUY
 -
2.5K
New
$35.9K - $40K
2.5K $26.2K
Q3 2021
Oct 22, 2021 Q3 2021
Parallel Advisors, LLC

BUY
 CALL
1
New
$14.7 - $16.1
1 $10.5
Q3 2018
Aug 30, 2024 Q3 2018
Federation Des Caisses Desjardins Du Quebec

Levis, A8
BUY
 -
1K
New
$17.1K - $18.7K
1K $10.5K

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