Purchases and Sales Made in Q1 2022 in Principal Real Estate Income Fund (PGZ)
This table provides information about the institutional ownership of Principal Real Estate Income Fund (PGZ) during Q1 2022. The information is specifically focused on institutions that hold shares of Principal Real Estate Income Fund.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 16, 2022
Q1 2022
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
63.1K+ 17.2% |
$906K - $1.01M
|
430K
$4.28M
|
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
38.2KNew |
$548K - $611K
|
38.2K
$380K
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
23.8K+ 4.74% |
$342K - $381K
|
526K
$5.24M
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
22.5K+ 4.47% |
$324K - $361K
|
526K
$5.24M
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
14.4K+ 25.08% |
$207K - $230K
|
71.8K
$715K
|
|
|
May 03, 2022
Q1 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
10KNew |
$144K - $160K
|
10K
$99.6K
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.02K+ 10.6% |
$57.7K - $64.3K
|
41.9K
$418K
|
|
|
Apr 13, 2022
Q1 2022
|
Investors Research Corp
|
BUY
|
- |
2.5KNew |
$35.9K - $40K
|
2.5K
$24.9K
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
750New |
$10.8K - $12K
|
750
$7.47K
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
726+ 7.73% |
$10.4K - $11.6K
|
10.1K
$101K
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
548+ 4.38% |
$7.87K - $8.77K
|
13.1K
$130K
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
485New |
$6.96K - $7.76K
|
485
$4.83K
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
399+ 1.64% |
$5.73K - $6.39K
|
24.7K
$246K
|
|
|
May 16, 2022
Q1 2022
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
131+ 0.8% |
$1.88K - $2.1K
|
16.5K
$165K
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.05K- 1.92% |
$15K - $16.7K
|
53.4K
$532K
|
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.2K- 4.38% |
$17.2K - $19.2K
|
26.2K
$261K
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.24K- 1.75% |
$17.8K - $19.9K
|
69.9K
$696K
|
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
SELL
|
- |
-1.59K- 4.85% |
$22.8K - $25.4K
|
31.1K
$310K
|
|
|
May 13, 2022
Q1 2022
|
Prudence Investment Management (Hong Kong) Ltd.
12 Harcourt Road Central, K3 |
SELL
|
- |
-4.15KClosed |
$59.6K - $66.4K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-4.3K- 4.64% |
$61.7K - $68.8K
|
88.3K
$879K
|
|
|
May 13, 2022
Q1 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-5.92K- 3.4% |
$84.9K - $94.7K
|
168K
$1.67M
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-6.93KClosed |
$99.6K - $111K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-6.99K- 19.4% |
$100K - $112K
|
29K
$289K
|
|
|
May 17, 2022
Q1 2022
|
Robinson Capital Management, LLC
|
SELL
|
- |
-8.3K- 39.74% |
$119K - $133K
|
12.6K
$125K
|
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-12.4KClosed |
$178K - $198K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-12.4KClosed |
$178K - $198K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Quantedge Capital Pte LTD
Singapore, U0 |
SELL
|
- |
-17.5K- 51.38% |
$251K - $280K
|
16.6K
$165K
|
|
|
Apr 25, 2022
Q1 2022
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-25.5KClosed |
$366K - $408K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Shaker Financial Services, LLC
|
SELL
|
- |
-49.9KClosed |
$716K - $798K
|
0
$0
|