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.
Q3 2023 vs. Q2 2023
How the institutions holding Principal Real Estate Income Fund changed between Q2 2023 and Q3 2023.
All holders in Q3 2023All holders in Q2 2023
| Measure | Q2 2023 | Of which not filed for Q3 2023 | Q3 2023 | Change |
|---|---|---|---|---|
| Holders | 29 | 1 | 26 | −2 |
| Shares | 2.01M | 360 | 2.13M | +117.7K (+5.8%) |
| Value | $19.1M | $3.41K | $19.3M | +$199.3K (+1.0%) |
1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so the changes leave them out.
New holders (2)
Institutions that held Principal Real Estate Income Fund at the end of Q3 2023 but not at the end of Q2 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Quarry LP | 19,500 | $176.1K | 0.11% |
| Bank of America Corp | 550 | $4.97K | 0.00% |
Sold out (4)
Institutions that held Principal Real Estate Income Fund at the end of Q2 2023 and filed for Q3 2023 without it.
| Institution | Shares, Q2 2023 | Value, Q2 2023 |
|---|---|---|
| Avantax Advisory Services, Inc. | 21,501 | $203.4K |
| GWM Advisors LLC | 14,804 | $140.0K |
| Robinson Capital Management, LLC | 14,085 | $133.5K |
| Shaker Financial Services, LLC | 11,315 | $107.0K |
Not filed for Q3 2023 yet (1)
Institutions that held Principal Real Estate Income Fund at the end of Q2 2023 and haven't filed a 13F for Q3 2023. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q2 2023 | Value, Q2 2023 |
|---|---|---|
| McMillion Capital Management Inc | 360 | $3.41K |