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 30 institutions that hold shares in the stock, with a total of 1.75 Million shares, which have been reported (via 13F filing form) to have a value of $18.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
453,150
shares
|
$4.76 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Saba Capital Management, L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
449,507
shares
|
$4.72 Million
0.11% of portfolio
|
Q3 2024
Reduced 20.86%
|
|
|
Bulldog Investors, LLP
Saddle Brook, NJ |
Nov 14, 2024 Q3 2024 |
181,925
shares
|
$1.91 Million
1.03% of portfolio
|
Q3 2024
Reduced 42.35%
|
|
|
Riverbridge Partners LLC
|
Oct 15, 2024 Q3 2024 |
165,063
shares
|
$1.73 Million
0.03% of portfolio
|
Q3 2024
Added 1.96%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
134,739
shares
|
$1.42 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
60,220
shares
|
$632,912
0.0% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
|
Robinson Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
43,538
shares
|
$457,584
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
41,348
shares
|
$434,567
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 13, 2024 Q3 2024 |
36,633
shares
|
$385,012
0.0% of portfolio
|
Q3 2024
Reduced 4.4%
|
|
|
Shaker Financial Services, LLC
|
Oct 31, 2024 Q3 2024 |
29,173
shares
|
$306,608
0.12% of portfolio
|
Q3 2024
Added 126.15%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
27,124
shares
|
$285,073
0.0% of portfolio
|
Q3 2024
Added 5.24%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Oct 16, 2024 Q3 2024 |
23,251
shares
|
$244,368
0.03% of portfolio
|
Q3 2024
Added 8.36%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
16,940
shares
|
$178,039
0.0% of portfolio
|
Q3 2024
Reduced 24.0%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
16,000
shares
|
$168,160
0.0% of portfolio
|
Q3 2020
Reduced 1.99%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
15,000
shares
|
$157,650
0.0% of portfolio
|
Q1 2023
Added 46.67%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Nov 06, 2024 Q3 2024 |
11,278
shares
|
$118,531
0.03% of portfolio
|
Q3 2024
Added 3.15%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
10,771
shares
|
$113,203
0.02% of portfolio
|
Q3 2024
Reduced 16.96%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
10,600
shares
|
$111,406
0.0% of portfolio
|
Q3 2024
Reduced 4.5%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
10,479
shares
|
$110,134
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
4,470
shares
|
$46,979
0.0% of portfolio
|
Q3 2024
Reduced 57.11%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
4,149
shares
|
$43,605
0.0% of portfolio
|
Q3 2024
Added 1.92%
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
2,500
shares
|
$26,275
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
1,410
shares
|
$14,819
0.01% of portfolio
|
Q2 2024
Added 0.36%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
1,400
shares
|
$14,714
0.0% of portfolio
|
Q3 2024
Reduced 47.17%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
1,000
shares
|
$10,510
0.0% of portfolio
|
Q3 2024
New holding
|