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.
Q3 2021 vs. Q2 2021
How the institutions holding Principal Real Estate Income Fund changed between Q2 2021 and Q3 2021.
All holders in Q3 2021All holders in Q2 2021
| Measure | Q2 2021 | Q3 2021 | Change |
|---|---|---|---|
| Holders | 30 | 31 | +1 |
| Shares | 1.41M | 1.50M | +87.6K (+6.2%) |
| Value | $21.5M | $22.1M | +$651.0K (+3.0%) |
New holders (3)
Institutions that held Principal Real Estate Income Fund at the end of Q3 2021 but not at the end of Q2 2021.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Saba Capital Management, L.P. | 88,104 | $1.29M | 0.04% |
| Mid Atlantic Financial Management Inc | 14,900 | $219.0K | 0.01% |
| FMR LLC | 1 | $0 | 0.00% |
Sold out (2)
Institutions that held Principal Real Estate Income Fund at the end of Q2 2021 and filed for Q3 2021 without it.
| Institution | Shares, Q2 2021 | Value, Q2 2021 |
|---|---|---|
| Advisory Services Network, LLC | 12,422 | $188.0K |
| Advisors Asset Management, Inc. | 366 | $6.00K |