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 |
|---|---|---|---|---|---|
| Parallel Advisors, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 500 | $7.86K | 0.00% | +500 | New |
| IFP Advisors, Inc | 485 | $8.00K | 0.00% | +485 | New |
| Money Concepts Capital Corp | 750 | $12.0K | 0.00% | +750 | New |
| Investors Research Corp | 2,500 | $39.0K | 0.01% | +2,500 | New |
| International Assets Investment Management, LLC | 10,000 | $157.0K | 0.03% | +10,000 | New |
| Northwestern Mutual Wealth Management Co | 10,117 | $159.0K | 0.00% | +726+7.7% | Added |
| Robinson Capital Management, LLC | 12,585 | $201.0K | 0.14% | −8,300−39.7% | Reduced |
| LPL Financial LLC | 13,056 | $205.0K | 0.00% | +548+4.4% | Added |
| Great Valley Advisor Group, Inc. | 16,000 | $252.0K | 0.01% | 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 |
| Bank of Montreal | 22,000 | $376.0K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 24,735 | $389.0K | 0.00% | +399+1.6% | Added |
| Private Advisor Group, LLC | 26,190 | $412.0K | 0.00% | −1,200−4.4% | Reduced |
| Raymond James & Associates | 29,024 | $456.0K | 0.00% | −6,985−19.4% | Reduced |
| Truist Financial Corp | 31,112 | $489.0K | 0.00% | −1,586−4.9% | Reduced |
| Avantax Advisory Services, Inc. | 38,155 | $599.0K | 0.01% | +38,155 | New |
| Advisor Group Holdings, Inc. | 41,918 | $659.0K | 0.00% | +1,877+4.7% | Added |
| Wells Fargo & Company | 53,397 | $839.0K | 0.00% | −1,046−1.9% | Reduced |
| Bank of America Corp | 69,884 | $1.10M | 0.00% | −1,243−1.7% | Reduced |
| Royal Bank of Canada | 71,751 | $1.13M | 0.00% | +14,388+25.1% | Added |
| First Trust Advisors LP | 88,292 | $1.39M | 0.00% | −4,297−4.6% | Reduced |
| Relative Value Partners Group, LLC | 168,100 | $2.65M | 0.18% | −5,915−3.4% | Reduced |
| Saba Capital Management, L.P. | 429,802 | $6.76M | 0.11% | +63,082+17.2% | Added |
| Morgan Stanley | 526,459 | $8.28M | 0.00% | +22,540+4.5% | Added |
| 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 |