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, Q3 2022
Institutional positions in Principal Real Estate Income Fund as of Sep 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
- 0 vs. Q2 2022
- Shares held
- 1.94M
- −21.9K (−1.1%) vs. Q2 2022
- Total value
- $21.5M
- −$3.94M (−15.5%) vs. Q2 2022
- New holders
- 3
- 12 more added
- Sold out
- 3
- 5 more reduced
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Principal Real Estate Income Fund; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Saba Capital Management, L.P. | 498,609 | $5.50M | 0.07% | +34,203+7.4% | Added |
| Morgan Stanley | 453,180 | $5.00M | 0.00% | −49,463−9.8% | Reduced |
| Relative Value Partners Group, LLC | 177,961 | $1.97M | 0.16% | +3,552+2.0% | Added |
| Riverbridge Partners LLC | 133,915 | $1.48M | 0.02% | +3,214+2.5% | Added |
| Beck Bode, LLC | 119,718 | $1.32M | 0.29% | +3,367+2.9% | Added |
| Royal Bank of Canada | 91,203 | $1.01M | 0.00% | +4,263+4.9% | Added |
| First Trust Advisors LP | 81,950 | $905.0K | 0.00% | −5,434−6.2% | Reduced |
| Advisor Group Holdings, Inc. | 52,704 | $582.0K | 0.00% | +4,444+9.2% | Added |
| Wells Fargo & Company | 47,109 | $520.0K | 0.00% | −4,123−8.0% | Reduced |
| Avantax Advisory Services, Inc. | 36,756 | $406.0K | 0.01% | +921+2.6% | Added |
| Raymond James & Associates | 32,581 | $360.0K | 0.00% | +9,707+42.4% | Added |
| Truist Financial Corp | 27,858 | $308.0K | 0.00% | −3,630−11.5% | Reduced |
| Bank of Montreal | 22,000 | $286.0K | 0.00% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 25,840 | $285.0K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 21,062 | $233.0K | 0.00% | −20,223−49.0% | Reduced |
| Intellectus Partners, LLC | 16,875 | $186.0K | 0.07% | +181+1.1% | Added |
| UBS Group AG | 16,574 | $183.0K | 0.00% | +1,771+12.0% | Added |
| Great Valley Advisor Group, Inc. | 16,000 | $177.0K | 0.01% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 15,863 | $175.0K | 0.04% | +500+3.3% | Added |
| LPL Financial LLC | 12,996 | $143.0K | 0.00% | +60.0% | Added |
| Robinson Capital Management, LLC | 12,585 | $140.0K | 0.11% | 00.0% | Unchanged |
| GWM Advisors LLC | 10,788 | $119.0K | 0.00% | +10,788 | New |
| Northwestern Mutual Wealth Management Co | 10,117 | $112.0K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 2,500 | $28.0K | 0.01% | 00.0% | Unchanged |
| McMillion Capital Management Inc | 1,010 | $11.0K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 485 | $8.00K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 500 | $5.52K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 245 | $3.00K | 0.00% | +245 | New |
| FourThought Financial, LLC | 75 | $1.00K | 0.00% | +75 | New |
| Parallel Advisors, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −13,850−100.0% | Sold out |
| SeaCrest Wealth Management, LLC | 0 | $0 | 0.00% | −1,561−100.0% | Sold out |
| ACG Wealth | 0 | $0 | 0.00% | −807−100.0% | Sold out |