Purchases and Sales Made in Q4 2022 in Principal Real Estate Income Fund (PGZ)
This table provides information about the institutional ownership of Principal Real Estate Income Fund (PGZ) during Q4 2022. 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, 2023
Q4 2022
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
168K+ 33.76% |
$1.74M - $1.92M
|
667K
$6.64M
|
|
|
Feb 03, 2023
Q4 2022
|
Shaker Financial Services, LLC
|
BUY
|
- |
33.4KNew |
$345K - $382K
|
33.4K
$333K
|
|
|
Jan 30, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
25.3KNew |
$262K - $289K
|
25.3K
$252K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
7.24KNew |
$74.8K - $82.7K
|
7.24K
$72.1K
|
|
|
Feb 09, 2023
Q4 2022
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
7.07K+ 8.62% |
$73.1K - $80.8K
|
89K
$887K
|
|
|
Jan 11, 2023
Q4 2022
|
Riverbridge Partners LLC
|
BUY
|
- |
6.58K+ 4.91% |
$68K - $75.2K
|
140K
$1.4M
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
6.14KNew |
$63.5K - $70.2K
|
6.14K
$61.2K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.34K+ 10.26% |
$34.6K - $38.2K
|
35.9K
$358K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.61K+ 14.89% |
$16.6K - $18.4K
|
12.4K
$123K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1.3KNew |
$13.4K - $14.8K
|
1.3K
$12.9K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.07K+ 2.02% |
$11K - $12.2K
|
53.8K
$536K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
961+ 2.61% |
$9.94K - $11K
|
37.7K
$376K
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7+ 0.05% |
$72.4 - $80
|
13K
$130K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-1.34K- 8.1% |
$13.9K - $15.4K
|
15.2K
$152K
|
|
|
Feb 13, 2023
Q4 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-1.73K- 0.97% |
$17.8K - $19.7K
|
176K
$1.76M
|
|
|
Feb 02, 2023
Q4 2022
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-1.79K- 10.6% |
$18.5K - $20.4K
|
15.1K
$150K
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-3.81K- 13.69% |
$39.4K - $43.6K
|
24K
$239K
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-7.4K- 35.15% |
$76.6K - $84.6K
|
13.7K
$136K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-9.62K- 95.05% |
$99.4K - $110K
|
501
$4.99K
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-25.5K- 54.04% |
$263K - $291K
|
21.7K
$216K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-37.9K- 41.51% |
$391K - $433K
|
53.3K
$531K
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-90.7K- 20.0% |
$937K - $1.04M
|
363K
$3.61M
|