Purchases and Sales Made in Q2 2024 in Principal Real Estate Income Fund (PGZ)
This table provides information about the institutional ownership of Principal Real Estate Income Fund (PGZ) during Q2 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 09, 2024
Q2 2024
|
Bulldog Investors, LLP
Saddle Brook, NJ |
BUY
|
- |
17.1K+ 5.75% |
$166K - $177K
|
316K
$3.23M
|
|
|
Aug 12, 2024
Q2 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
15.8KNew |
$152K - $162K
|
15.8K
$161K
|
|
|
Aug 02, 2024
Q2 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
12.9KNew |
$125K - $133K
|
12.9K
$132K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
8.09K+ 346.53% |
$78.1K - $83.3K
|
10.4K
$107K
|
|
|
Jul 17, 2024
Q2 2024
|
Riverbridge Partners LLC
|
BUY
|
- |
4.66K+ 2.97% |
$45.1K - $48K
|
162K
$1.66M
|
|
|
Aug 01, 2024
Q2 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
4.27KNew |
$41.2K - $44K
|
4.27K
$43.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4.07KNew |
$39.3K - $41.9K
|
4.07K
$41.6K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.65KNew |
$25.6K - $27.3K
|
2.65K
$27.1K
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
388+ 1.84% |
$3.75K - $4K
|
21.5K
$220K
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
5+ 0.36% |
$48.3 - $51.5
|
1.41K
$14.4K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-9- -0.0% |
$86.9 - $92.7
|
456K
$4.66M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-9- -0.0% |
$86.9 - $92.7
|
456K
$4.66M
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-300- 2.26% |
$2.9K - $3.09K
|
13K
$133K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-800- 6.72% |
$7.73K - $8.24K
|
11.1K
$114K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.6K- 6.7% |
$15.5K - $16.5K
|
22.3K
$228K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2K- 90.82% |
$19.3K - $20.6K
|
202
$2.07K
|
|
|
Jul 18, 2024
Q2 2024
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-5.75K- 34.48% |
$55.6K - $59.3K
|
10.9K
$112K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-10.5K- 14.76% |
$102K - $109K
|
60.9K
$623K
|
|
|
Aug 13, 2024
Q2 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-44.8K- 53.89% |
$433K - $461K
|
38.3K
$392K
|