Purchases and Sales Made in Q3 2024 in Principal Real Estate Income Fund (PGZ)
This table provides information about the institutional ownership of Principal Real Estate Income Fund (PGZ) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
135KNew |
$1.37M - $1.51M
|
135K
$1.34M
|
|
|
Nov 07, 2024
Q3 2024
|
Robinson Capital Management, LLC
|
BUY
|
- |
43.5KNew |
$443K - $488K
|
43.5K
$434K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
41.3KNew |
$421K - $464K
|
41.3K
$412K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
41.1KNew |
$417K - $461K
|
41.1K
$409K
|
|
|
Oct 31, 2024
Q3 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
16.3K+ 126.15% |
$165K - $183K
|
29.2K
$291K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10.5KNew |
$107K - $118K
|
10.5K
$104K
|
|
|
Oct 15, 2024
Q3 2024
|
Riverbridge Partners LLC
|
BUY
|
- |
3.17K+ 1.96% |
$32.3K - $35.6K
|
165K
$1.64M
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.79K+ 8.36% |
$18.2K - $20.1K
|
23.3K
$232K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.35K+ 5.24% |
$13.7K - $15.1K
|
27.1K
$270K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1KNew |
$10.2K - $11.2K
|
1K
$9.96K
|
|
|
Nov 06, 2024
Q3 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
344+ 3.15% |
$3.5K - $3.86K
|
11.3K
$112K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
78+ 1.92% |
$793 - $875
|
4.15K
$41.3K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-202Closed |
$2.05K - $2.27K
|
0
$0
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-500- 4.5% |
$5.09K - $5.61K
|
10.6K
$106K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-653- 1.07% |
$6.64K - $7.33K
|
60.2K
$600K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.25K- 47.17% |
$12.7K - $14K
|
1.4K
$13.9K
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-1.69K- 4.4% |
$17.2K - $18.9K
|
36.6K
$365K
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-2.2K- 16.96% |
$22.4K - $24.7K
|
10.8K
$107K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.52K- 0.55% |
$25.6K - $28.2K
|
453K
$4.51M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.35K- 24.0% |
$54.4K - $60K
|
16.9K
$169K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-5.95K- 57.11% |
$60.5K - $66.8K
|
4.47K
$44.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Saba Capital Management, L.P.
New York, NY |
SELL
|
- |
-119K- 20.86% |
$1.21M - $1.33M
|
450K
$4.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Bulldog Investors, LLP
Saddle Brook, NJ |
SELL
|
- |
-134K- 42.35% |
$1.36M - $1.5M
|
182K
$1.81M
|