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, Q4 2021
Institutional positions in Principal Real Estate Income Fund as of Dec 31, 2021. 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
- 27
- −3 vs. Q3 2021
- Shares held
- 1.72M
- +238.7K (+16.1%) vs. Q3 2021
- Total value
- $27.2M
- +$5.33M (+24.3%) vs. Q3 2021
- New holders
- 2
- 11 more added
- Sold out
- 5
- 10 more reduced
1 institution that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2021: 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 | $21.0M |
| Q4 2023 | 27 | $19.7M |
| Q3 2023 | 26 | $19.3M |
| Q2 2023 | 29 | $19.1M |
| Q1 2023 | 31 | $18.1M |
| 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 | $17.5M |
Institutions, Q4 2021
Shares, value and share of portfolio for each institution holding Principal Real Estate Income Fund; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Parallel Advisors, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 280 | $4.00K | 0.00% | 00.0% | Unchanged |
| Prudence Investment Management (Hong Kong) Ltd. | 4,148 | $65.0K | 0.13% | +4,148 | New |
| AdvisorNet Financial, Inc | 6,934 | $109.0K | 0.01% | −1,251−15.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 9,391 | $148.0K | 0.00% | −999−9.6% | Reduced |
| Proequities, Inc. | 12,398 | $196.0K | 0.01% | +1,905+18.2% | Added |
| GWM Advisors LLC | 12,388 | $196.0K | 0.00% | +12,388 | New |
| LPL Financial LLC | 12,508 | $198.0K | 0.00% | −106−0.8% | Reduced |
| Great Valley Advisor Group, Inc. | 16,000 | $253.0K | 0.02% | 00.0% | Unchanged |
| Intellectus Partners, LLC | 16,407 | $259.0K | 0.07% | +111+0.7% | Added |
| Robinson Capital Management, LLC | 20,885 | $327.0K | 0.20% | +16,292+354.7% | Added |
| Castle Rock Wealth Management, LLC | 25,464 | $382.0K | 0.16% | −2,457−8.8% | Reduced |
| UBS Group AG | 24,336 | $384.0K | 0.00% | −1,285−5.0% | Reduced |
| Bank of Montreal | 22,000 | $394.0K | 0.00% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 27,390 | $432.0K | 0.00% | −2,300−7.7% | Reduced |
| Truist Financial Corp | 32,698 | $516.0K | 0.00% | +52+0.2% | Added |
| Quantedge Capital Pte Ltd | 34,048 | $538.0K | 0.23% | −7,400−17.9% | Reduced |
| Raymond James & Associates | 36,009 | $569.0K | 0.00% | +286+0.8% | Added |
| Advisor Group Holdings, Inc. | 40,041 | $633.0K | 0.00% | +2,141+5.6% | Added |
| Shaker Financial Services, LLC | 49,871 | $787.0K | 0.28% | −18,864−27.4% | Reduced |
| Wells Fargo & Company | 54,443 | $859.0K | 0.00% | −1,980−3.5% | Reduced |
| Royal Bank of Canada | 57,363 | $906.0K | 0.00% | −259−0.4% | Reduced |
| Bank of America Corp | 71,127 | $1.12M | 0.00% | +26,010+57.7% | Added |
| First Trust Advisors LP | 92,589 | $1.46M | 0.00% | +1,146+1.3% | Added |
| Relative Value Partners Group, LLC | 174,015 | $2.75M | 0.20% | +7,505+4.5% | Added |
| Saba Capital Management, L.P. | 366,720 | $5.79M | 0.12% | +278,616+316.2% | Added |
| Morgan Stanley | 503,919 | $7.96M | 0.00% | +48,430+10.6% | Added |
| Matisse Capital | 0 | $0 | 0.00% | −116,000−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −3,593−100.0% | Sold out |
| Investors Research Corp | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| Syverson Strege & Co | 0 | $0 | 0.00% | −1,321−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Mid Atlantic Financial Management Inc | – | – | – | – | Not filed |