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.
Q2 2021 vs. Q1 2021
How the institutions holding Principal Real Estate Income Fund changed between Q1 2021 and Q2 2021.
All holders in Q2 2021All holders in Q1 2021
| Measure | Q1 2021 | Q2 2021 | Change |
|---|---|---|---|
| Holders | 35 | 30 | −5 |
| Shares | 1.29M | 1.41M | +120.5K (+9.3%) |
| Value | $17.5M | $21.5M | +$3.99M (+22.8%) |
New holders (2)
Institutions that held Principal Real Estate Income Fund at the end of Q2 2021 but not at the end of Q1 2021.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Relative Value Partners Group, LLC | 154,506 | $2.34M | 0.18% |
| Bank of Montreal | 22,000 | $382.0K | 0.00% |
Sold out (7)
Institutions that held Principal Real Estate Income Fund at the end of Q1 2021 and filed for Q2 2021 without it.
| Institution | Shares, Q1 2021 | Value, Q1 2021 |
|---|---|---|
| 6 Meridian | 27,859 | $376.0K |
| Mid Atlantic Financial Management Inc | 26,000 | $351.0K |
| Aristides Capital LLC | 14,770 | $199.0K |
| Hennion & Walsh Asset Management, Inc. | 13,386 | $181.0K |
| Raymond James Financial Services Advisors, Inc. | 11,273 | $152.0K |
| Tfo-TDC, LLC | 1,500 | $20.0K |
| Sowell Financial Services LLC | 1,000 | $15.0K |