Purchases and Sales Made in Q1 2025 in Principal Real Estate Income Fund (PGZ)
This table provides information about the institutional ownership of Principal Real Estate Income Fund (PGZ) during Q1 2025. 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 15, 2025
Q1 2025
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
22.5K+ 5.59% |
$221K - $241K
|
424K
$4.44M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
20.3K+ 27.13% |
$201K - $219K
|
95.3K
$997K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
16.9KNew |
$166K - $181K
|
16.9K
$177K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
15.5KNew |
$153K - $166K
|
15.5K
$162K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
13.5K+ 92.17% |
$133K - $145K
|
28.1K
$294K
|
|
|
Apr 21, 2025
Q1 2025
|
Riverbridge Partners LLC
|
BUY
|
- |
12.5K+ 10.1% |
$123K - $134K
|
136K
$1.42M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.25K+ 16.39% |
$32.1K - $35K
|
23.1K
$242K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.2KNew |
$11.8K - $12.9K
|
1.2K
$12.6K
|
|
|
Apr 23, 2025
Q1 2025
|
S.A. Mason LLC
|
BUY
|
- |
1.01KNew |
$9.96K - $10.9K
|
1.01K
$10.6K
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
3+ 2.78% |
$29.6 - $32.3
|
111
$1.16K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-100- 1.63% |
$986 - $1.08K
|
6.04K
$63.2K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-271- 99.63% |
$2.67K - $2.91K
|
1
$10.5
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.33K- 2.21% |
$13.1K - $14.3K
|
58.9K
$616K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.7K- 10.04% |
$16.8K - $18.3K
|
15.2K
$159K
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-3.47K- 9.04% |
$34.2K - $37.2K
|
34.9K
$365K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-4.34K- 18.12% |
$42.8K - $46.6K
|
19.6K
$205K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-9.35K- 27.46% |
$92.2K - $101K
|
24.7K
$258K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-19.9K- 4.49% |
$196K - $214K
|
423K
$4.42M
|
|
|
May 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
SELL
|
- |
-48.7K- 86.42% |
$480K - $523K
|
7.65K
$80K
|