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, Q1 2023
Institutional positions in Principal Real Estate Income Fund as of Mar 31, 2023. 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
- 31
- +3 vs. Q4 2022
- Shares held
- 1.91M
- +27.3K (+1.4%) vs. Q4 2022
- Total value
- $18.1M
- −$1.16M (−6.0%) vs. Q4 2022
- New holders
- 6
- 9 more added
- Sold out
- 3
- 10 more reduced
1 institution that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Principal Real Estate Income Fund; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Saba Capital Management, L.P. | 616,519 | $5.83M | 0.14% | −50,424−7.6% | Reduced |
| Morgan Stanley | 343,519 | $3.25M | 0.00% | −19,003−5.2% | Reduced |
| Relative Value Partners Group, LLC | 169,198 | $1.60M | 0.11% | −7,037−4.0% | Reduced |
| Riverbridge Partners LLC | 143,445 | $1.36M | 0.02% | +2,949+2.1% | Added |
| First Trust Advisors LP | 74,517 | $704.9K | 0.00% | −14,500−16.3% | Reduced |
| Shaker Financial Services, LLC | 65,729 | $621.8K | 0.27% | +32,323+96.8% | Added |
| Advisor Group Holdings, Inc. | 59,295 | $560.9K | 0.00% | +5,524+10.3% | Added |
| Royal Bank of Canada | 55,229 | $523.0K | 0.00% | +1,888+3.5% | Added |
| NWF Advisory Services Inc. | 41,800 | $395.4K | 0.09% | +41,800 | New |
| Avantax Advisory Services, Inc. | 38,857 | $367.6K | 0.00% | +1,140+3.0% | Added |
| Raymond James & Associates | 34,924 | $330.4K | 0.00% | −1,001−2.8% | Reduced |
| Bank of Montreal | 22,000 | $248.2K | 0.00% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 25,840 | $244.4K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 25,420 | $240.5K | 0.00% | +25,420 | New |
| Wells Fargo & Company | 25,395 | $240.3K | 0.00% | +3,742+17.3% | Added |
| Consolidated Portfolio Review Corp | 24,099 | $228.0K | 0.06% | +24,099 | New |
| Clough Capital Partners L P | 18,156 | $171.8K | 0.02% | +18,156 | New |
| Great Valley Advisor Group, Inc. | 16,000 | $151.4K | 0.01% | 00.0% | Unchanged |
| Intellectus Partners, LLC | 15,309 | $144.8K | 0.05% | +223+1.5% | Added |
| Robinson Capital Management, LLC | 14,085 | $132.2K | 0.06% | +1,500+11.9% | Added |
| GWM Advisors LLC | 13,499 | $129.2K | 0.00% | +1,105+8.9% | Added |
| International Assets Investment Management, LLC | 12,600 | $119.2K | 0.02% | −12,705−50.2% | Reduced |
| FNY Investment Advisers, LLC | 12,533 | $118.0K | 0.14% | +12,533 | New |
| LPL Financial LLC | 11,332 | $107.2K | 0.00% | −1,671−12.9% | Reduced |
| UBS Group AG | 11,021 | $104.3K | 0.00% | −4,210−27.6% | Reduced |
| Advisory Services Network, LLC | 7,237 | $68.5K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 6,140 | $58.1K | 0.01% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 4,502 | $42.6K | 0.00% | +4,502 | New |
| Investors Research Corp | 2,500 | $23.6K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 320 | $3.03K | 0.00% | −181−36.1% | Reduced |
| Bank of America Corp | 16 | $151 | 0.00% | −13,642−99.9% | Reduced |
| Truist Financial Corp | 0 | $0 | 0.00% | −24,044−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −485−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −750−100.0% | Sold out |
| Glass Jacobson Investment Advisors llc | – | – | – | – | Not filed |