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 27 institutions that hold shares in the stock, with a total of 2 Million shares, which have been reported (via 13F filing form) to have a value of $20.4 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Saba Capital Management, L.P.
New York, NY |
May 15, 2024 Q1 2024 |
568,008
shares
|
$5.79 Million
0.1% of portfolio
|
Q3 2023
Reduced 8.56%
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
455,674
shares
|
$4.64 Million
0.0% of portfolio
|
Q1 2024
Added 5.73%
|
|
Bulldog Investors, LLP
Saddle Brook, NJ |
May 10, 2024 Q1 2024 |
298,440
shares
|
$3.04 Million
1.33% of portfolio
|
Q1 2024
Reduced 0.89%
|
|
Riverbridge Partners LLC
|
Apr 26, 2024 Q1 2024 |
157,227
shares
|
$1.6 Million
0.02% of portfolio
|
Q1 2024
Added 2.48%
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
May 13, 2024 Q1 2024 |
140,864
shares
|
$1.44 Million
0.09% of portfolio
|
Q1 2024
Added 0.0%
|
|
First Trust Advisors LP
Wheaton, IL |
May 13, 2024 Q1 2024 |
83,114
shares
|
$846,931
0.0% of portfolio
|
Q1 2024
Added 10.37%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
71,411
shares
|
$727,678
0.0% of portfolio
|
Q1 2024
Reduced 27.02%
|
|
Sit Investment Associates Inc
Minneapolis, MN |
May 14, 2024 Q1 2024 |
57,921
shares
|
$590,214
0.01% of portfolio
|
Q1 2024
Reduced 10.61%
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
25,774
shares
|
$262,637
0.0% of portfolio
|
Q1 2024
Reduced 6.87%
|
|
Private Advisor Group, LLC
|
Apr 30, 2024 Q1 2024 |
23,890
shares
|
$243,439
0.0% of portfolio
|
Q3 2023
Reduced 3.63%
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Apr 18, 2024 Q1 2024 |
21,069
shares
|
$214,693
0.03% of portfolio
|
Q1 2024
Added 20.97%
|
|
Intellectus Partners, LLC
San Francisco, CA |
May 03, 2024 Q1 2024 |
16,688
shares
|
$170,050
0.05% of portfolio
|
Q1 2024
Reduced 4.2%
|
|
Great Valley Advisor Group, Inc.
|
May 03, 2024 Q1 2024 |
16,000
shares
|
$163,040
0.01% of portfolio
|
Q3 2020
Reduced 1.99%
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2024 Q1 2024 |
15,000
shares
|
$152,850
0.0% of portfolio
|
Q1 2023
Added 46.67%
|
|
Blue Bell Private Wealth Management, LLC
|
Apr 24, 2024 Q1 2024 |
13,271
shares
|
$135,231
0.03% of portfolio
|
Q1 2024
Added 128.81%
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 11, 2024 Q1 2024 |
13,156
shares
|
$134,059
0.01% of portfolio
|
Q1 2024
Added 9.12%
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 14, 2024 Q1 2024 |
11,900
shares
|
$121,261
0.0% of portfolio
|
Q1 2024
New holding
|
|
Investors Research Corp
|
May 06, 2024 Q1 2024 |
2,500
shares
|
$25,475
0.01% of portfolio
|
Q1 2022
New holding
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
2,334
shares
|
$23,783
0.0% of portfolio
|
Q4 2023
Reduced 64.21%
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
2,201
shares
|
$22,428
0.0% of portfolio
|
Q1 2024
Reduced 38.88%
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 26, 2024 Q1 2024 |
1,405
shares
|
$14,316
0.01% of portfolio
|
Q4 2023
Added 1.81%
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
May 15, 2024 Q1 2024 |
967
shares
|
$9,853
0.01% of portfolio
|
Q1 2024
New holding
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
500
shares
|
$5,095
0.0% of portfolio
|
Q3 2022
New holding
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
360
shares
|
$3,668
0.0% of portfolio
|
Q2 2023
New holding
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
80
shares
|
$815
0.0% of portfolio
|
Q4 2023
New holding
|