Purchases and Sales Made in Q4 2021 in Principal Real Estate Income Fund (PGZ)
This table provides information about the institutional ownership of Principal Real Estate Income Fund (PGZ) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
279K+ 316.24% |
$4.16M - $4.45M
|
367K
$3.75M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
48.4K+ 10.63% |
$724K - $773K
|
504K
$5.16M
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
26K+ 57.65% |
$389K - $415K
|
71.1K
$728K
|
|
|
Feb 08, 2022
Q4 2021
|
Robinson Capital Management, LLC
|
BUY
|
- |
16.3K+ 354.71% |
$243K - $260K
|
20.9K
$214K
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
12.4KNew |
$185K - $198K
|
12.4K
$127K
|
|
|
Feb 11, 2022
Q4 2021
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
7.51K+ 4.51% |
$112K - $120K
|
174K
$1.78M
|
|
|
Feb 11, 2022
Q4 2021
|
Prudence Investment Management (Hong Kong) Ltd.
12 Harcourt Road Central, K3 |
BUY
|
- |
4.15KNew |
$62K - $66.2K
|
4.15K
$42.4K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.91K+ 18.15% |
$28.5K - $30.4K
|
12.4K
$127K
|
|
|
Feb 08, 2022
Q4 2021
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
1.15K+ 1.25% |
$17.1K - $18.3K
|
92.6K
$947K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
286+ 0.8% |
$4.27K - $4.56K
|
36K
$368K
|
|
|
Feb 14, 2022
Q4 2021
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
111+ 0.68% |
$1.66K - $1.77K
|
16.4K
$168K
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
52+ 0.16% |
$777 - $830
|
32.7K
$335K
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-106- 0.84% |
$1.58K - $1.69K
|
12.5K
$128K
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-259- 0.45% |
$3.87K - $4.13K
|
57.4K
$587K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-999- 9.62% |
$14.9K - $15.9K
|
9.39K
$96.1K
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.25K- 15.28% |
$18.7K - $20K
|
6.93K
$70.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
SELL
|
- |
-1.29K- 5.02% |
$19.2K - $20.5K
|
24.3K
$249K
|
|
|
Jan 19, 2022
Q4 2021
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-1.32KClosed |
$19.7K - $21.1K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.98K- 3.51% |
$29.6K - $31.6K
|
54.4K
$557K
|
|
|
Feb 08, 2022
Q4 2021
|
West Bancorporation Inc
|
SELL
|
- |
-2KClosed |
$29.9K - $31.9K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.3K- 7.75% |
$34.4K - $36.7K
|
27.4K
$280K
|
|
|
Feb 02, 2022
Q4 2021
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-2.46K- 8.8% |
$36.7K - $39.2K
|
25.5K
$260K
|
|
|
Jan 27, 2022
Q4 2021
|
Investors Research Corp
|
SELL
|
- |
-2.5KClosed |
$37.4K - $39.9K
|
0
$0
|
|
|
Jan 10, 2022
Q4 2021
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-3.59KClosed |
$53.7K - $57.3K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Quantedge Capital Pte LTD
Singapore, U0 |
SELL
|
- |
-7.4K- 17.85% |
$111K - $118K
|
34K
$348K
|
|
|
Feb 07, 2022
Q4 2021
|
Shaker Financial Services, LLC
|
SELL
|
- |
-18.9K- 27.44% |
$282K - $301K
|
49.9K
$510K
|
|
|
Feb 04, 2022
Q4 2021
|
Matisse Capital
|
SELL
|
- |
-116KClosed |
$1.73M - $1.85M
|
0
$0
|