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, Q4 2022
Institutional positions in Principal Real Estate Income Fund as of Dec 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
- 29
- +1 vs. Q3 2022
- Shares held
- 1.89M
- −53.4K (−2.8%) vs. Q3 2022
- Total value
- $19.3M
- −$2.15M (−10.0%) vs. Q3 2022
- New holders
- 5
- 9 more added
- Sold out
- 4
- 9 more reduced
2 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Principal Real Estate Income Fund; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Saba Capital Management, L.P. | 666,943 | $6.90M | 0.12% | +168,334+33.8% | Added |
| Morgan Stanley | 362,522 | $3.75M | 0.00% | −90,658−20.0% | Reduced |
| Relative Value Partners Group, LLC | 176,235 | $1.82M | 0.13% | −1,726−1.0% | Reduced |
| Riverbridge Partners LLC | 140,496 | $1.45M | 0.02% | +6,581+4.9% | Added |
| First Trust Advisors LP | 89,017 | $921.3K | 0.00% | +7,067+8.6% | Added |
| Advisor Group Holdings, Inc. | 53,771 | $557.2K | 0.00% | +1,067+2.0% | Added |
| Royal Bank of Canada | 53,341 | $552.0K | 0.00% | −37,862−41.5% | Reduced |
| Avantax Advisory Services, Inc. | 37,717 | $390.4K | 0.01% | +961+2.6% | Added |
| Raymond James & Associates | 35,925 | $371.8K | 0.00% | +3,344+10.3% | Added |
| Shaker Financial Services, LLC | 33,406 | $345.8K | 0.16% | +33,406 | New |
| Bank of Montreal | 22,000 | $277.0K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 25,305 | $261.9K | 0.03% | +9,442+59.5% | Added |
| Truist Financial Corp | 24,044 | $248.9K | 0.00% | −3,814−13.7% | Reduced |
| Wells Fargo & Company | 21,653 | $224.1K | 0.00% | −25,456−54.0% | Reduced |
| Great Valley Advisor Group, Inc. | 16,000 | $165.6K | 0.01% | 00.0% | Unchanged |
| UBS Group AG | 15,231 | $157.6K | 0.00% | −1,343−8.1% | Reduced |
| Intellectus Partners, LLC | 15,086 | $156.1K | 0.05% | −1,789−10.6% | Reduced |
| Bank of America Corp | 13,658 | $141.4K | 0.00% | −7,404−35.2% | Reduced |
| LPL Financial LLC | 13,003 | $134.6K | 0.00% | +7+0.1% | Added |
| Robinson Capital Management, LLC | 12,585 | $133.0K | 0.07% | 00.0% | Unchanged |
| GWM Advisors LLC | 12,394 | $126.3K | 0.00% | +1,606+14.9% | Added |
| Advisory Services Network, LLC | 7,237 | $74.9K | 0.00% | +7,237 | New |
| Hollencrest Capital Management | 6,140 | $63.5K | 0.01% | +6,140 | New |
| Investors Research Corp | 2,500 | $25.9K | 0.01% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 1,295 | $13.4K | 0.01% | +1,295 | New |
| IFP Advisors, Inc | 485 | $8.00K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 750 | $7.76K | 0.00% | +750 | New |
| Northwestern Mutual Wealth Management Co | 501 | $5.18K | 0.00% | −9,616−95.0% | Reduced |
| Private Advisor Group, LLC | 25,840 | $267 | 0.00% | 00.0% | Unchanged |
| Beck Bode, LLC | 0 | $0 | 0.00% | −119,718−100.0% | Sold out |
| McMillion Capital Management Inc | 0 | $0 | 0.00% | −1,010−100.0% | Sold out |
| Cambridge Trust Co | 0 | $0 | 0.00% | −245−100.0% | Sold out |
| Parallel Advisors, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| American Portfolios Advisors | – | – | – | – | Not filed |
| FourThought Financial, LLC | – | – | – | – | Not filed |