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 |
|---|---|---|---|---|---|
| Bank of America Corp | 16 | $151 | 0.00% | −13,642−99.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 320 | $3.03K | 0.00% | −181−36.1% | Reduced |
| Investors Research Corp | 2,500 | $23.6K | 0.01% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 4,502 | $42.6K | 0.00% | +4,502 | New |
| Hollencrest Capital Management | 6,140 | $58.1K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 7,237 | $68.5K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 11,021 | $104.3K | 0.00% | −4,210−27.6% | Reduced |
| LPL Financial LLC | 11,332 | $107.2K | 0.00% | −1,671−12.9% | Reduced |
| FNY Investment Advisers, LLC | 12,533 | $118.0K | 0.14% | +12,533 | New |
| International Assets Investment Management, LLC | 12,600 | $119.2K | 0.02% | −12,705−50.2% | Reduced |
| GWM Advisors LLC | 13,499 | $129.2K | 0.00% | +1,105+8.9% | Added |
| Robinson Capital Management, LLC | 14,085 | $132.2K | 0.06% | +1,500+11.9% | Added |
| Intellectus Partners, LLC | 15,309 | $144.8K | 0.05% | +223+1.5% | Added |
| Great Valley Advisor Group, Inc. | 16,000 | $151.4K | 0.01% | 00.0% | Unchanged |
| Clough Capital Partners L P | 18,156 | $171.8K | 0.02% | +18,156 | New |
| Consolidated Portfolio Review Corp | 24,099 | $228.0K | 0.06% | +24,099 | New |
| Wells Fargo & Company | 25,395 | $240.3K | 0.00% | +3,742+17.3% | Added |
| Susquehanna International Group, LLP | 25,420 | $240.5K | 0.00% | +25,420 | New |
| Private Advisor Group, LLC | 25,840 | $244.4K | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 22,000 | $248.2K | 0.00% | 00.0% | Unchanged |
| Raymond James & Associates | 34,924 | $330.4K | 0.00% | −1,001−2.8% | Reduced |
| Avantax Advisory Services, Inc. | 38,857 | $367.6K | 0.00% | +1,140+3.0% | Added |
| NWF Advisory Services Inc. | 41,800 | $395.4K | 0.09% | +41,800 | New |
| Royal Bank of Canada | 55,229 | $523.0K | 0.00% | +1,888+3.5% | Added |
| Advisor Group Holdings, Inc. | 59,295 | $560.9K | 0.00% | +5,524+10.3% | Added |
| Shaker Financial Services, LLC | 65,729 | $621.8K | 0.27% | +32,323+96.8% | Added |
| First Trust Advisors LP | 74,517 | $704.9K | 0.00% | −14,500−16.3% | Reduced |
| Riverbridge Partners LLC | 143,445 | $1.36M | 0.02% | +2,949+2.1% | Added |
| Relative Value Partners Group, LLC | 169,198 | $1.60M | 0.11% | −7,037−4.0% | Reduced |
| Morgan Stanley | 343,519 | $3.25M | 0.00% | −19,003−5.2% | Reduced |
| Saba Capital Management, L.P. | 616,519 | $5.83M | 0.14% | −50,424−7.6% | 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 |