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 28 institutions that hold shares in the stock, with a total of 1.8 Million shares, which have been reported (via 13F filing form) to have a value of $20 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Saba Capital Management, L.P.
New York, NY |
Aug 14, 2024 Q2 2024 |
568,008
shares
|
$6.21 Million
0.1% of portfolio
|
Q3 2023
Reduced 8.56%
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
455,665
shares
|
$4.98 Million
0.0% of portfolio
|
Q1 2024
Added 5.73%
|
|
Bulldog Investors, LLP
Saddle Brook, NJ |
Aug 09, 2024 Q2 2024 |
315,587
shares
|
$3.45 Million
1.53% of portfolio
|
Q2 2024
Added 5.75%
|
|
Riverbridge Partners LLC
|
Jul 17, 2024 Q2 2024 |
161,891
shares
|
$1.77 Million
0.02% of portfolio
|
Q2 2024
Added 2.97%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
60,873
shares
|
$665,341
0.0% of portfolio
|
Q2 2024
Reduced 14.76%
|
|
First Trust Advisors LP
Wheaton, IL |
Aug 13, 2024 Q2 2024 |
38,320
shares
|
$418,837
0.0% of portfolio
|
Q2 2024
Reduced 53.89%
|
|
Raymond James & Associates
St Petersburg, FL |
Jul 19, 2024 Q2 2024 |
25,774
shares
|
$281,709
0.0% of portfolio
|
Q1 2024
Reduced 6.87%
|
|
Private Advisor Group, LLC
|
Aug 05, 2024 Q2 2024 |
22,290
shares
|
$243,629
0.0% of portfolio
|
Q2 2024
Reduced 6.7%
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 19, 2024 Q2 2024 |
21,457
shares
|
$234,525
0.03% of portfolio
|
Q2 2024
Added 1.84%
|
|
Great Valley Advisor Group, Inc.
|
Jul 16, 2024 Q2 2024 |
16,000
shares
|
$174,880
0.0% of portfolio
|
Q3 2020
Reduced 1.99%
|
|
Landscape Capital Management, L.L.C.
|
Aug 12, 2024 Q2 2024 |
15,759
shares
|
$172,245
0.01% of portfolio
|
Q2 2024
New holding
|
|
Bank Of Montreal
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
15,000
shares
|
$163,950
0.0% of portfolio
|
Q1 2023
Added 46.67%
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 30, 2024 Q2 2024 |
13,156
shares
|
$143,795
0.01% of portfolio
|
Q1 2024
Added 9.12%
|
|
Blue Bell Private Wealth Management, LLC
|
Aug 05, 2024 Q2 2024 |
12,971
shares
|
$141,773
0.03% of portfolio
|
Q2 2024
Reduced 2.26%
|
|
Shaker Financial Services, LLC
|
Aug 02, 2024 Q2 2024 |
12,900
shares
|
$140,997
0.05% of portfolio
|
Q2 2024
New holding
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
11,100
shares
|
$121,323
0.0% of portfolio
|
Q2 2024
Reduced 6.72%
|
|
Intellectus Partners, LLC
San Francisco, CA |
Jul 18, 2024 Q2 2024 |
10,934
shares
|
$119,508
0.03% of portfolio
|
Q2 2024
Reduced 34.48%
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
10,422
shares
|
$113,912
0.0% of portfolio
|
Q2 2024
Added 346.53%
|
|
Wolverine Asset Management LLC
|
Aug 01, 2024 Q2 2024 |
4,269
shares
|
$46,660
0.0% of portfolio
|
Q2 2024
New holding
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2024 Q2 2024 |
4,071
shares
|
$44,496
0.0% of portfolio
|
Q2 2024
New holding
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 08, 2024 Q2 2024 |
2,650
shares
|
$28,964
0.0% of portfolio
|
Q2 2024
New holding
|
|
Investors Research Corp
|
Jul 31, 2024 Q2 2024 |
2,500
shares
|
$27,325
0.01% of portfolio
|
Q1 2022
New holding
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Aug 12, 2024 Q2 2024 |
1,410
shares
|
$15,411
0.01% of portfolio
|
Q2 2024
Added 0.36%
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
500
shares
|
$5,465
0.0% of portfolio
|
Q3 2022
New holding
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
360
shares
|
$3,934
0.0% of portfolio
|
Q2 2023
New holding
|