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 |
|---|---|---|---|---|---|
| Parallel Advisors, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 500 | $6.45K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 485 | $8.00K | 0.00% | 00.0% | Unchanged |
| ACG Wealth | 807 | $10.0K | 0.00% | +807 | New |
| McMillion Capital Management Inc | 1,010 | $13.0K | 0.01% | +1,010 | New |
| SeaCrest Wealth Management, LLC | 1,561 | $20.0K | 0.00% | +1,561 | New |
| Investors Research Corp | 2,500 | $32.0K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 10,117 | $131.0K | 0.00% | 00.0% | Unchanged |
| Robinson Capital Management, LLC | 12,585 | $161.0K | 0.12% | 00.0% | Unchanged |
| LPL Financial LLC | 12,990 | $168.0K | 0.00% | −66−0.5% | Reduced |
| Susquehanna International Group, LLP | 13,850 | $179.0K | 0.00% | +13,850 | New |
| UBS Group AG | 14,803 | $191.0K | 0.00% | −9,932−40.2% | Reduced |
| International Assets Investment Management, LLC | 15,363 | $198.0K | 0.04% | +5,363+53.6% | Added |
| Great Valley Advisor Group, Inc. | 16,000 | $206.0K | 0.01% | 00.0% | Unchanged |
| Intellectus Partners, LLC | 16,694 | $215.0K | 0.07% | +156+0.9% | Added |
| Raymond James & Associates | 22,874 | $295.0K | 0.00% | −6,150−21.2% | Reduced |
| Bank of Montreal | 22,000 | $326.0K | 0.00% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 25,840 | $333.0K | 0.00% | −350−1.3% | Reduced |
| Truist Financial Corp | 31,488 | $406.0K | 0.00% | +376+1.2% | Added |
| Avantax Advisory Services, Inc. | 35,835 | $462.0K | 0.01% | −2,320−6.1% | Reduced |
| Bank of America Corp | 41,285 | $533.0K | 0.00% | −28,599−40.9% | Reduced |
| Advisor Group Holdings, Inc. | 48,260 | $623.0K | 0.00% | +6,342+15.1% | Added |
| Wells Fargo & Company | 51,232 | $661.0K | 0.00% | −2,165−4.1% | Reduced |
| Royal Bank of Canada | 86,940 | $1.12M | 0.00% | +15,189+21.2% | Added |
| First Trust Advisors LP | 87,384 | $1.13M | 0.00% | −908−1.0% | Reduced |
| Beck Bode, LLC | 116,351 | $1.50M | 0.32% | +116,351 | New |
| Riverbridge Partners LLC | 130,701 | $1.69M | 0.03% | +130,701 | New |
| Relative Value Partners Group, LLC | 174,409 | $2.30M | 0.17% | +6,309+3.8% | Added |
| Saba Capital Management, L.P. | 464,406 | $5.99M | 0.08% | +34,604+8.1% | Added |
| Morgan Stanley | 502,643 | $6.48M | 0.00% | −23,816−4.5% | Reduced |
| 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 |