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, Q2 2022
Institutional positions in Principal Real Estate Income Fund as of Jun 30, 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
- 30
- +4 vs. Q1 2022
- Shares held
- 1.96M
- +241.0K (+14.0%) vs. Q1 2022
- Total value
- $25.4M
- −$1.68M (−6.2%) vs. Q1 2022
- New holders
- 6
- 7 more added
- Sold out
- 2
- 9 more reduced
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Principal Real Estate Income Fund; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 502,643 | $6.48M | 0.00% | −23,816−4.5% | Reduced |
| Saba Capital Management, L.P. | 464,406 | $5.99M | 0.08% | +34,604+8.1% | Added |
| Relative Value Partners Group, LLC | 174,409 | $2.30M | 0.17% | +6,309+3.8% | Added |
| Riverbridge Partners LLC | 130,701 | $1.69M | 0.03% | +130,701 | New |
| Beck Bode, LLC | 116,351 | $1.50M | 0.32% | +116,351 | New |
| First Trust Advisors LP | 87,384 | $1.13M | 0.00% | −908−1.0% | Reduced |
| Royal Bank of Canada | 86,940 | $1.12M | 0.00% | +15,189+21.2% | Added |
| Wells Fargo & Company | 51,232 | $661.0K | 0.00% | −2,165−4.1% | Reduced |
| Advisor Group Holdings, Inc. | 48,260 | $623.0K | 0.00% | +6,342+15.1% | Added |
| Bank of America Corp | 41,285 | $533.0K | 0.00% | −28,599−40.9% | Reduced |
| Avantax Advisory Services, Inc. | 35,835 | $462.0K | 0.01% | −2,320−6.1% | Reduced |
| Truist Financial Corp | 31,488 | $406.0K | 0.00% | +376+1.2% | Added |
| Private Advisor Group, LLC | 25,840 | $333.0K | 0.00% | −350−1.3% | Reduced |
| Bank of Montreal | 22,000 | $326.0K | 0.00% | 00.0% | Unchanged |
| Raymond James & Associates | 22,874 | $295.0K | 0.00% | −6,150−21.2% | Reduced |
| Intellectus Partners, LLC | 16,694 | $215.0K | 0.07% | +156+0.9% | Added |
| Great Valley Advisor Group, Inc. | 16,000 | $206.0K | 0.01% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 15,363 | $198.0K | 0.04% | +5,363+53.6% | Added |
| UBS Group AG | 14,803 | $191.0K | 0.00% | −9,932−40.2% | Reduced |
| Susquehanna International Group, LLP | 13,850 | $179.0K | 0.00% | +13,850 | New |
| LPL Financial LLC | 12,990 | $168.0K | 0.00% | −66−0.5% | Reduced |
| Robinson Capital Management, LLC | 12,585 | $161.0K | 0.12% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 10,117 | $131.0K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 2,500 | $32.0K | 0.01% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 1,561 | $20.0K | 0.00% | +1,561 | New |
| McMillion Capital Management Inc | 1,010 | $13.0K | 0.01% | +1,010 | New |
| ACG Wealth | 807 | $10.0K | 0.00% | +807 | New |
| IFP Advisors, Inc | 485 | $8.00K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 500 | $6.45K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Quantedge Capital Pte Ltd | 0 | $0 | 0.00% | −16,554−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −750−100.0% | Sold out |