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 |
|---|---|---|---|---|---|
| Parallel Advisors, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 75 | $1.00K | 0.00% | +75 | New |
| Cambridge Trust Co | 245 | $3.00K | 0.00% | +245 | New |
| American Portfolios Advisors | 500 | $5.52K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 485 | $8.00K | 0.00% | 00.0% | Unchanged |
| McMillion Capital Management Inc | 1,010 | $11.0K | 0.01% | 00.0% | Unchanged |
| Investors Research Corp | 2,500 | $28.0K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 10,117 | $112.0K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 10,788 | $119.0K | 0.00% | +10,788 | New |
| Robinson Capital Management, LLC | 12,585 | $140.0K | 0.11% | 00.0% | Unchanged |
| LPL Financial LLC | 12,996 | $143.0K | 0.00% | +60.0% | Added |
| International Assets Investment Management, LLC | 15,863 | $175.0K | 0.04% | +500+3.3% | Added |
| Great Valley Advisor Group, Inc. | 16,000 | $177.0K | 0.01% | 00.0% | Unchanged |
| UBS Group AG | 16,574 | $183.0K | 0.00% | +1,771+12.0% | Added |
| Intellectus Partners, LLC | 16,875 | $186.0K | 0.07% | +181+1.1% | Added |
| Bank of America Corp | 21,062 | $233.0K | 0.00% | −20,223−49.0% | Reduced |
| Private Advisor Group, LLC | 25,840 | $285.0K | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 22,000 | $286.0K | 0.00% | 00.0% | Unchanged |
| Truist Financial Corp | 27,858 | $308.0K | 0.00% | −3,630−11.5% | Reduced |
| Raymond James & Associates | 32,581 | $360.0K | 0.00% | +9,707+42.4% | Added |
| Avantax Advisory Services, Inc. | 36,756 | $406.0K | 0.01% | +921+2.6% | Added |
| Wells Fargo & Company | 47,109 | $520.0K | 0.00% | −4,123−8.0% | Reduced |
| Advisor Group Holdings, Inc. | 52,704 | $582.0K | 0.00% | +4,444+9.2% | Added |
| First Trust Advisors LP | 81,950 | $905.0K | 0.00% | −5,434−6.2% | Reduced |
| Royal Bank of Canada | 91,203 | $1.01M | 0.00% | +4,263+4.9% | Added |
| Beck Bode, LLC | 119,718 | $1.32M | 0.29% | +3,367+2.9% | Added |
| Riverbridge Partners LLC | 133,915 | $1.48M | 0.02% | +3,214+2.5% | Added |
| Relative Value Partners Group, LLC | 177,961 | $1.97M | 0.16% | +3,552+2.0% | Added |
| Morgan Stanley | 453,180 | $5.00M | 0.00% | −49,463−9.8% | Reduced |
| Saba Capital Management, L.P. | 498,609 | $5.50M | 0.07% | +34,203+7.4% | Added |
| 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 |