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 39 institutions that hold shares in the stock, with a total of 1.66 Million shares, which have been reported (via 13F filing form) to have a value of $17.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
2,905
shares
|
$30,095
0.0% of portfolio
|
Q3 2025
Reduced 88.86%
|
|
|
Investors Research Corp
|
Oct 02, 2025 Q3 2025 |
2,500
shares
|
$25,900
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
1,445
shares
|
$14,970
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
1,420
shares
|
$14,711
0.01% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Kerr Financial Planning Corp
Fresno, CA |
Nov 25, 2025 Q3 2025 |
1,349
shares
|
$13,975
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
1,292
shares
|
$13,385
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
1,000
shares
|
$10,360
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
500
shares
|
$5,180
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 14, 2025 Q3 2025 |
500
shares
|
$5,180
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
360
shares
|
$3,729
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
75
shares
|
$777
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
2
shares
|
$20
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Nov 18, 2025 Q3 2025 |
1
shares
|
$10
0.0% of portfolio
|
Q3 2025
Reduced 99.9%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|