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, Q1 2022
Institutional positions in Principal Real Estate Income Fund as of Mar 31, 2022. 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
- 26
- 0 vs. Q4 2021
- Shares held
- 1.72M
- −3.19K (−0.2%) vs. Q4 2021
- Total value
- $27.1M
- −$160.1K (−0.6%) vs. Q4 2021
- New holders
- 6
- 8 more added
- Sold out
- 6
- 9 more reduced
1 institution that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Principal Real Estate Income Fund; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 526,459 | $8.28M | 0.00% | +22,540+4.5% | Added |
| Saba Capital Management, L.P. | 429,802 | $6.76M | 0.11% | +63,082+17.2% | Added |
| Relative Value Partners Group, LLC | 168,100 | $2.65M | 0.18% | −5,915−3.4% | Reduced |
| First Trust Advisors LP | 88,292 | $1.39M | 0.00% | −4,297−4.6% | Reduced |
| Royal Bank of Canada | 71,751 | $1.13M | 0.00% | +14,388+25.1% | Added |
| Bank of America Corp | 69,884 | $1.10M | 0.00% | −1,243−1.7% | Reduced |
| Wells Fargo & Company | 53,397 | $839.0K | 0.00% | −1,046−1.9% | Reduced |
| Advisor Group Holdings, Inc. | 41,918 | $659.0K | 0.00% | +1,877+4.7% | Added |
| Avantax Advisory Services, Inc. | 38,155 | $599.0K | 0.01% | +38,155 | New |
| Truist Financial Corp | 31,112 | $489.0K | 0.00% | −1,586−4.9% | Reduced |
| Raymond James & Associates | 29,024 | $456.0K | 0.00% | −6,985−19.4% | Reduced |
| Private Advisor Group, LLC | 26,190 | $412.0K | 0.00% | −1,200−4.4% | Reduced |
| UBS Group AG | 24,735 | $389.0K | 0.00% | +399+1.6% | Added |
| Bank of Montreal | 22,000 | $376.0K | 0.00% | 00.0% | Unchanged |
| Quantedge Capital Pte Ltd | 16,554 | $260.0K | 0.08% | −17,494−51.4% | Reduced |
| Intellectus Partners, LLC | 16,538 | $260.0K | 0.08% | +131+0.8% | Added |
| Great Valley Advisor Group, Inc. | 16,000 | $252.0K | 0.01% | 00.0% | Unchanged |
| LPL Financial LLC | 13,056 | $205.0K | 0.00% | +548+4.4% | Added |
| Robinson Capital Management, LLC | 12,585 | $201.0K | 0.14% | −8,300−39.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 10,117 | $159.0K | 0.00% | +726+7.7% | Added |
| International Assets Investment Management, LLC | 10,000 | $157.0K | 0.03% | +10,000 | New |
| Investors Research Corp | 2,500 | $39.0K | 0.01% | +2,500 | New |
| Money Concepts Capital Corp | 750 | $12.0K | 0.00% | +750 | New |
| IFP Advisors, Inc | 485 | $8.00K | 0.00% | +485 | New |
| American Portfolios Advisors | 500 | $7.86K | 0.00% | +500 | New |
| Parallel Advisors, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 0 | $0 | 0.00% | −12,398−100.0% | Sold out |
| Shaker Financial Services, LLC | 0 | $0 | 0.00% | −49,871−100.0% | Sold out |
| Castle Rock Wealth Management, LLC | 0 | $0 | 0.00% | −25,464−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −12,388−100.0% | Sold out |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −6,934−100.0% | Sold out |
| Prudence Investment Management (Hong Kong) Ltd. | 0 | $0 | 0.00% | −4,148−100.0% | Sold out |
| NEXT Financial Group, Inc | – | – | – | – | Not filed |