Principal Real Estate Income Fund
PGZ- Exchange
- NYSE
- SEC CIK
- 0001557523
No open-market purchases or sales by Principal Real Estate Income Fund insiders were filed in the last 90 days; 30 institutions reported holding it in 13F filings for Q2 2026, worth $18.1M in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in Principal Real Estate Income Fund as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 30
- −4 vs. Q1 2026
- Shares held
- 1.75M
- +197.8K (+12.7%) vs. Q1 2026
- Total value
- $18.1M
- +$3.08M (+20.6%) vs. Q1 2026
- New holders
- 1
- 13 more added
- Sold out
- 5
- 6 more reduced
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting PGZ on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 30 | $18.1M |
| Q1 2026 | 34 | $15.0M |
| Q4 2025 | 34 | $16.3M |
| Q3 2025 | 33 | $16.6M |
| Q2 2025 | 27 | $18.6M |
| Q1 2025 | 28 | $19.2M |
| Q4 2024 | 28 | $18.7M |
| Q3 2024 | 29 | $20.6M |
| Q2 2024 | 26 | $19.2M |
| Q1 2024 | 24 | $30.4M |
| Q4 2023 | 27 | $23.8M |
| Q3 2023 | 26 | $19.3M |
| Q2 2023 | 29 | $19.1M |
| Q1 2023 | 31 | $19.7M |
| Q4 2022 | 29 | $19.3M |
| Q3 2022 | 30 | $21.5M |
| Q2 2022 | 30 | $25.4M |
| Q1 2022 | 26 | $27.1M |
| Q4 2021 | 27 | $27.2M |
| Q3 2021 | 31 | $22.1M |
| Q2 2021 | 30 | $21.5M |
| Q1 2021 | 35 | $19.5M |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Principal Real Estate Income Fund; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 489,242 | $5.03M | 0.00% | +46,094+10.4% | Added |
| Riverbridge Partners LLC | 204,139 | $2.10M | 0.06% | +1,871+0.9% | Added |
| Advisors Asset Management, Inc. | 173,375 | $1.78M | 0.03% | −624−0.4% | Reduced |
| Guggenheim Capital LLC | 128,189 | $1.32M | 0.01% | +8,437+7.0% | Added |
| Lido Advisors, LLC | 116,120 | $1.19M | 0.00% | +103,700+834.9% | Added |
| J.W. Cole Advisors, Inc. | 115,141 | $1.18M | 0.02% | +115,141 | New |
| Closed-End Fund Advisors, Inc. | 82,825 | $852.3K | 0.83% | +1,091+1.3% | Added |
| Raymond James Financial Inc | 74,647 | $768.1K | 0.00% | +14,041+23.2% | Added |
| Evolve Private Wealth, LLC | 65,743 | $676.5K | 0.04% | −5,144−7.3% | Reduced |
| Advisor Group Holdings, Inc. | 42,826 | $440.7K | 0.00% | −7,319−14.6% | Reduced |
| NWF Advisory Services Inc. | 40,200 | $413.7K | 0.04% | −8,000−16.6% | Reduced |
| First Trust Advisors LP | 37,025 | $381.0K | 0.00% | +782+2.2% | Added |
| Robinson Capital Management, LLC | 26,088 | $268.4K | 0.12% | 00.0% | Unchanged |
| Wells Fargo & Company | 22,500 | $231.5K | 0.00% | +9,988+79.8% | Added |
| Cetera Investment Advisers | 22,488 | $231.4K | 0.00% | +1,665+8.0% | Added |
| LPL Financial LLC | 21,433 | $220.5K | 0.00% | +2,584+13.7% | Added |
| SeaCrest Wealth Management, LLC | 19,690 | $202.6K | 0.02% | +1,134+6.1% | Added |
| Clear Creek Financial Management, LLC | 18,475 | $190.1K | 0.01% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 14,500 | $149.2K | 0.00% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 12,950 | $133.3K | 0.00% | 00.0% | Unchanged |
| Shaker Financial Services, LLC | 11,146 | $114.7K | 0.04% | −31,480−73.9% | Reduced |
| Blue Bell Private Wealth Management, LLC | 6,099 | $62.8K | 0.01% | 00.0% | Unchanged |
| Investors Research Corp | 2,500 | $25.7K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 1,509 | $15.5K | 0.00% | −409−21.3% | Reduced |
| Kerr Financial Planning Corp | 1,451 | $14.9K | 0.02% | +30+2.1% | Added |
| Glass Jacobson Investment Advisors llc | 1,420 | $14.6K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 1,000 | $10.3K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 908 | $9.34K | 0.00% | +1+0.1% | Added |
| Highline Wealth Partners LLC | 500 | $5.14K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 24 | $247 | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −18,174−100.0% | Sold out |
| RFG Advisory, LLC | 0 | $0 | 0.00% | −13,774−100.0% | Sold out |
| Uhlmann Price Securities, LLC | 0 | $0 | 0.00% | −11,926−100.0% | Sold out |
| Integrity Advisory Solutions, LLC | 0 | $0 | 0.00% | −11,325−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −623−100.0% | Sold out |