Institutional Ownership Principal Real Estate Income Fund (PGZ)
This table provides information about the institutional ownership of Principal Real Estate Income Fund (PGZ). We have compiled data on the 34 institutions that hold shares in the stock, with a total of 1.85 Million shares, which have been reported (via 13F filing form) to have a value of $19.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
401,185
shares
|
$4.21 Million
0.0% of portfolio
|
Q2 2025
Reduced 5.13%
|
|
|
Bulldog Investors, LLP
Saddle Brook, NJ |
Aug 14, 2025 Q2 2025 |
370,896
shares
|
$3.89 Million
1.46% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Saba Capital Management, L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
361,704
shares
|
$3.79 Million
0.1% of portfolio
|
Q2 2025
Reduced 14.74%
|
|
|
Riverbridge Partners LLC
|
Jul 15, 2025 Q2 2025 |
141,372
shares
|
$1.48 Million
0.02% of portfolio
|
Q2 2025
Added 3.91%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
98,453
shares
|
$1.03 Million
0.02% of portfolio
|
Q2 2025
Added 3.32%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
61,752
shares
|
$647,778
0.0% of portfolio
|
Q2 2025
Added 4.85%
|
|
|
Robinson Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
46,088
shares
|
$483,463
0.21% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Aug 12, 2025 Q1 2025 |
44,500
shares
|
$466,805
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
43,797
shares
|
$459,430
0.0% of portfolio
|
Q2 2025
Added 77.3%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
41,050
shares
|
$430,614
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First Trust Advisors LP
Wheaton, IL |
Aug 13, 2025 Q2 2025 |
34,710
shares
|
$364,107
0.0% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
27,124
shares
|
$284,530
0.0% of portfolio
|
Q3 2024
Added 5.24%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
26,069
shares
|
$273,463
0.0% of portfolio
|
Q2 2025
Reduced 7.27%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
23,156
shares
|
$242,906
0.0% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
19,131
shares
|
$200,684
0.02% of portfolio
|
Q2 2025
Reduced 2.42%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
18,074
shares
|
$189,596
0.01% of portfolio
|
Q2 2025
Added 16.8%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
16,875
shares
|
$177,018
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
16,000
shares
|
$167,840
0.0% of portfolio
|
Q3 2020
Reduced 1.99%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
14,225
shares
|
$149,220
0.0% of portfolio
|
Q2 2025
Reduced 6.66%
|
|
|
Uhlmann Price Securities, LLC
Skokie, IL |
Jul 29, 2025 Q2 2025 |
12,601
shares
|
$132,184
0.09% of portfolio
|
Q3 2024
Added 3.37%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
11,699
shares
|
$122,722
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
5,897
shares
|
$61,859
0.01% of portfolio
|
Q2 2025
Reduced 2.43%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
2,500
shares
|
$26,225
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Jul 31, 2025 Q2 2025 |
1,420
shares
|
$14,895
0.01% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
S.A. Mason LLC
|
Jul 14, 2025 Q2 2025 |
1,041
shares
|
$10,920
0.01% of portfolio
|
Q2 2025
Added 3.07%
|