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 2023
Institutional positions in Principal Real Estate Income Fund as of Dec 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
- 27
- +1 vs. Q3 2023
- Shares held
- 2.08M
- −52.3K (−2.5%) vs. Q3 2023
- Total value
- $19.7M
- +$393.8K (+2.0%) vs. Q3 2023
- New holders
- 6
- 6 more added
- Sold out
- 5
- 11 more reduced
Compare with Q3 2023: 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 2023
Shares, value and share of portfolio for each institution holding Principal Real Estate Income Fund; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 1 | $9 | 0.00% | +1 | New |
| Bank of America Corp | 80 | $756 | 0.00% | −470−85.5% | Reduced |
| Glass Jacobson Investment Advisors llc | 1,405 | $13.3K | 0.01% | +25+1.8% | Added |
| UBS Group AG | 2,334 | $22.1K | 0.00% | −4,188−64.2% | Reduced |
| Investors Research Corp | 2,500 | $23.6K | 0.01% | 00.0% | Unchanged |
| Wells Fargo & Company | 3,601 | $34.0K | 0.00% | −48,155−93.0% | Reduced |
| Blue Bell Private Wealth Management, LLC | 5,800 | $54.8K | 0.01% | +5,800 | New |
| Advisory Services Network, LLC | 7,415 | $70.1K | 0.00% | +7,415 | New |
| Landscape Capital Management, L.L.C. | 10,125 | $95.7K | 0.01% | +10,125 | New |
| Susquehanna International Group, LLP | 10,735 | $101.4K | 0.00% | +10,735 | New |
| International Assets Investment Management, LLC | 12,056 | $113.9K | 0.01% | −3,044−20.2% | Reduced |
| Great Valley Advisor Group, Inc. | 16,000 | $151.2K | 0.01% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 17,416 | $164.4K | 0.02% | +3,340+23.7% | Added |
| Intellectus Partners, LLC | 17,420 | $164.6K | 0.05% | +285+1.7% | Added |
| Bank of Montreal | 20,000 | $218.0K | 0.00% | −2,000−9.1% | Reduced |
| Private Advisor Group, LLC | 23,890 | $225.8K | 0.00% | 00.0% | Unchanged |
| Raymond James & Associates | 27,674 | $261.5K | 0.00% | −802−2.8% | Reduced |
| Captrust Financial Advisors | 32,713 | $309.1K | 0.00% | +11,442+53.8% | Added |
| NWF Advisory Services Inc. | 36,500 | $344.9K | 0.07% | −1,800−4.7% | Reduced |
| Sit Investment Associates Inc | 64,797 | $612.0K | 0.02% | +64,797 | New |
| First Trust Advisors LP | 75,303 | $711.6K | 0.00% | −4,896−6.1% | Reduced |
| Advisor Group Holdings, Inc. | 97,844 | $924.6K | 0.00% | −104,357−51.6% | Reduced |
| Relative Value Partners Group, LLC | 140,860 | $1.33M | 0.08% | −2,015−1.4% | Reduced |
| Riverbridge Partners LLC | 153,425 | $1.45M | 0.02% | +1,527+1.0% | Added |
| Bulldog Investors, LLP | 301,126 | $2.85M | 0.93% | +111,940+59.2% | Added |
| Morgan Stanley | 430,979 | $4.07M | 0.00% | −29,025−6.3% | Reduced |
| Saba Capital Management, L.P. | 568,008 | $5.37M | 0.13% | 00.0% | Unchanged |
| Clough Capital Partners L P | 0 | $0 | 0.00% | −52,029−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −19,500−100.0% | Sold out |
| Hollencrest Capital Management | 0 | $0 | 0.00% | −6,140−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −1,094−100.0% | Sold out |
| Royal Bank of Canada | 0 | $0 | 0.00% | −177−100.0% | Sold out |