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 32 institutions that hold shares in the stock, with a total of 1.84 Million shares, which have been reported (via 13F filing form) to have a value of $18.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Saba Capital Management, L.P.
New York, NY |
May 15, 2025 Q1 2025 |
424,224
shares
|
$4.34 Million
0.12% of portfolio
|
Q1 2025
Added 5.59%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
422,881
shares
|
$4.32 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.49%
|
|
|
Bulldog Investors, LLP
Saddle Brook, NJ |
May 15, 2025 Q1 2025 |
369,396
shares
|
$3.78 Million
1.66% of portfolio
|
Q4 2024
Added 103.05%
|
|
|
Riverbridge Partners LLC
|
Apr 21, 2025 Q1 2025 |
136,058
shares
|
$1.39 Million
0.02% of portfolio
|
Q1 2025
Added 10.1%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
95,292
shares
|
$973,884
0.03% of portfolio
|
Q1 2025
Added 27.13%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
58,895
shares
|
$601,906
0.0% of portfolio
|
Q1 2025
Reduced 2.21%
|
|
|
Robinson Capital Management, LLC
|
May 13, 2025 Q1 2025 |
46,008
shares
|
$470,201
0.2% of portfolio
|
Q4 2024
Added 5.67%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
41,050
shares
|
$419,531
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First Trust Advisors LP
Wheaton, IL |
May 14, 2025 Q1 2025 |
34,856
shares
|
$356,228
0.0% of portfolio
|
Q1 2025
Reduced 9.04%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
28,114
shares
|
$287,325
0.0% of portfolio
|
Q1 2025
Added 92.17%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
27,124
shares
|
$277,207
0.0% of portfolio
|
Q3 2024
Added 5.24%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
24,702
shares
|
$252,454
0.0% of portfolio
|
Q1 2025
Reduced 27.46%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
23,102
shares
|
$236,102
0.0% of portfolio
|
Q1 2025
Added 16.39%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Apr 11, 2025 Q1 2025 |
19,606
shares
|
$200,373
0.02% of portfolio
|
Q1 2025
Reduced 18.12%
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
16,875
shares
|
$172,462
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
16,000
shares
|
$163,520
0.0% of portfolio
|
Q3 2020
Reduced 1.99%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
15,474
shares
|
$158,144
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
15,240
shares
|
$155,752
0.0% of portfolio
|
Q1 2025
Reduced 10.04%
|
|
|
Wolverine Asset Management LLC
|
May 12, 2025 Q1 2025 |
7,649
shares
|
$78,172
0.0% of portfolio
|
Q1 2025
Reduced 86.42%
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
6,044
shares
|
$61,769
0.01% of portfolio
|
Q1 2025
Reduced 1.63%
|
|
|
Investors Research Corp
|
Apr 08, 2025 Q1 2025 |
2,500
shares
|
$25,550
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
1,415
shares
|
$14,461
0.0% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
1,200
shares
|
$12,264
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
S.A. Mason LLC
|
Apr 23, 2025 Q1 2025 |
1,010
shares
|
$10,322
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
1,000
shares
|
$10,220
0.01% of portfolio
|
Q4 2024
New holding
|