Purchases and Sales Made in Q1 2024 in Principal Real Estate Income Fund (PGZ)
This table provides information about the institutional ownership of Principal Real Estate Income Fund (PGZ) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
24.7K+ 5.73% |
$233K - $260K
|
456K
$4.54M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
24.7K+ 5.73% |
$233K - $260K
|
456K
$4.54M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
11.9KNew |
$112K - $125K
|
11.9K
$119K
|
|
|
May 13, 2024
Q1 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
7.81K+ 10.37% |
$73.7K - $82.3K
|
83.1K
$828K
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
7.47K+ 128.81% |
$70.5K - $78.7K
|
13.3K
$132K
|
|
|
Apr 26, 2024
Q1 2024
|
Riverbridge Partners LLC
|
BUY
|
- |
3.8K+ 2.48% |
$35.9K - $40.1K
|
157K
$1.57M
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
3.65K+ 20.97% |
$34.5K - $38.5K
|
21.1K
$210K
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.1K+ 9.12% |
$10.4K - $11.6K
|
13.2K
$131K
|
|
|
May 15, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
967New |
$9.13K - $10.2K
|
967
$9.63K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
9+ 0.0% |
$85 - $94.9
|
456K
$4.54M
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
4+ 0.0% |
$37.8 - $42.2
|
141K
$1.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 03, 2024
Q1 2024
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-732- 4.2% |
$6.91K - $7.72K
|
16.7K
$166K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.4K- 38.88% |
$13.2K - $14.8K
|
2.2K
$21.9K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.9K- 6.87% |
$17.9K - $20K
|
25.8K
$257K
|
|
|
May 10, 2024
Q1 2024
|
Bulldog Investors, LLP
Saddle Brook, NJ |
SELL
|
- |
-2.69K- 0.89% |
$25.4K - $28.3K
|
298K
$2.97M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-5K- 25.0% |
$47.2K - $52.7K
|
15K
$149K
|
|
|
May 14, 2024
Q1 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-6.88K- 10.61% |
$64.9K - $72.5K
|
57.9K
$577K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-26.4K- 27.02% |
$250K - $279K
|
71.4K
$711K
|