Purchases and Sales Made in Q3 2023 in Principal Real Estate Income Fund (PGZ)
This table provides information about the institutional ownership of Principal Real Estate Income Fund (PGZ) during Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
86.5K+ 23.16% |
$779K - $849K
|
460K
$4.58M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
73.3K+ 56.92% |
$661K - $720K
|
202K
$2.01M
|
|
|
Nov 13, 2023
Q3 2023
|
Bulldog Investors, LLP
Saddle Brook, NJ |
BUY
|
- |
47.7K+ 33.71% |
$430K - $468K
|
189K
$1.88M
|
|
|
Nov 14, 2023
Q3 2023
|
Quarry LP
New York, NY |
BUY
|
- |
19.5KNew |
$176K - $191K
|
19.5K
$194K
|
|
|
Oct 16, 2023
Q3 2023
|
Riverbridge Partners LLC
|
BUY
|
- |
19K+ 14.27% |
$171K - $186K
|
152K
$1.51M
|
|
|
Nov 14, 2023
Q3 2023
|
Clough Capital Partners L P
Boston, MA |
BUY
|
- |
8.6K+ 19.8% |
$77.5K - $84.4K
|
52K
$518K
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
6.98K+ 48.83% |
$62.9K - $68.5K
|
21.3K
$212K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
4.19K+ 179.43% |
$37.7K - $41.1K
|
6.52K
$65K
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.5K+ 19.84% |
$22.5K - $24.5K
|
15.1K
$150K
|
|
|
Nov 13, 2023
Q3 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
2.21K+ 2.84% |
$19.9K - $21.7K
|
80.2K
$799K
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.26K+ 2.5% |
$11.4K - $12.4K
|
51.8K
$515K
|
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
970+ 7.4% |
$8.74K - $9.52K
|
14.1K
$140K
|
|
|
Oct 25, 2023
Q3 2023
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
567+ 3.42% |
$5.11K - $5.56K
|
17.1K
$171K
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
20+ 1.47% |
$180 - $196
|
1.38K
$13.7K
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-900- 3.63% |
$8.11K - $8.83K
|
23.9K
$238K
|
|
|
Feb 15, 2024
Q3 2023
|
Riverbridge Partners LLC
|
SELL
|
- |
-1.53K- 1.0% |
$13.8K - $15K
|
152K
$1.51M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.81K- 71.99% |
$25.3K - $27.6K
|
1.09K
$10.9K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-8.22K- 22.41% |
$74.1K - $80.7K
|
28.5K
$284K
|
|
|
Nov 13, 2023
Q3 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-12.2K- 7.87% |
$110K - $120K
|
143K
$1.42M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-13.7K- 98.72% |
$123K - $134K
|
177
$1.76K
|
|
|
Nov 14, 2023
Q3 2023
|
Saba Capital Management, L.P.
New York, NY |
SELL
|
- |
-53.2K- 8.56% |
$479K - $522K
|
568K
$5.66M
|