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 2024
Institutional positions in Principal Real Estate Income Fund as of Mar 31, 2024. 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
- 24
- −3 vs. Q4 2023
- Shares held
- 2.04M
- −42.9K (−2.1%) vs. Q4 2023
- Total value
- $21.0M
- +$1.31M (+6.7%) vs. Q4 2023
- New holders
- 2
- 7 more added
- Sold out
- 5
- 7 more reduced
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Principal Real Estate Income Fund; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Saba Capital Management, L.P. | 568,008 | $5.87M | 0.13% | 00.0% | Unchanged |
| Morgan Stanley | 455,674 | $4.71M | 0.00% | +24,695+5.7% | Added |
| Bulldog Investors, LLP | 298,440 | $3.08M | 1.02% | −2,686−0.9% | Reduced |
| Riverbridge Partners LLC | 157,227 | $1.62M | 0.02% | +3,802+2.5% | Added |
| Relative Value Partners Group, LLC | 140,864 | $1.39M | 0.09% | +40.0% | Added |
| First Trust Advisors LP | 83,114 | $858.6K | 0.00% | +7,811+10.4% | Added |
| Advisor Group Holdings, Inc. | 71,411 | $737.6K | 0.00% | −26,433−27.0% | Reduced |
| Sit Investment Associates Inc | 57,921 | $598.0K | 0.01% | −6,876−10.6% | Reduced |
| NWF Advisory Services Inc. | 36,500 | $377.0K | 0.06% | 00.0% | Unchanged |
| Raymond James & Associates | 25,774 | $266.2K | 0.00% | −1,900−6.9% | Reduced |
| Private Advisor Group, LLC | 23,890 | $246.8K | 0.00% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 21,069 | $217.6K | 0.03% | +3,653+21.0% | Added |
| Intellectus Partners, LLC | 16,688 | $172.4K | 0.05% | −732−4.2% | Reduced |
| Bank of Montreal | 15,000 | $172.3K | 0.00% | −5,000−25.0% | Reduced |
| Great Valley Advisor Group, Inc. | 16,000 | $165.3K | 0.01% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 13,271 | $137.1K | 0.03% | +7,471+128.8% | Added |
| International Assets Investment Management, LLC | 13,156 | $135.4K | 0.01% | +1,100+9.1% | Added |
| GWM Advisors LLC | 11,900 | $122.9K | 0.00% | +11,900 | New |
| CoreCap Advisors, LLC | 2,650 | $27.4K | 0.00% | +2,650 | New |
| Investors Research Corp | 2,500 | $25.8K | 0.01% | 00.0% | Unchanged |
| UBS Group AG | 2,334 | $24.1K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 2,201 | $22.7K | 0.00% | −1,400−38.9% | Reduced |
| Glass Jacobson Investment Advisors llc | 1,405 | $14.5K | 0.01% | 00.0% | Unchanged |
| Bank of America Corp | 80 | $826 | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −32,713−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −10,735−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −10,125−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −7,415−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |