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, Q2 2024
Institutional positions in Principal Real Estate Income Fund as of Jun 30, 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
- 26
- +2 vs. Q1 2024
- Shares held
- 1.88M
- −155.7K (−7.6%) vs. Q1 2024
- Total value
- $19.2M
- −$1.78M (−8.5%) vs. Q1 2024
- New holders
- 5
- 5 more added
- Sold out
- 3
- 8 more reduced
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Principal Real Estate Income Fund; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Saba Capital Management, L.P. | 568,008 | $5.80M | 0.13% | 00.0% | Unchanged |
| Morgan Stanley | 455,665 | $4.65M | 0.00% | −90.0% | Reduced |
| Bulldog Investors, LLP | 315,587 | $3.22M | 1.20% | +17,147+5.7% | Added |
| Riverbridge Partners LLC | 161,891 | $1.65M | 0.02% | +4,664+3.0% | Added |
| Advisor Group Holdings, Inc. | 60,873 | $621.5K | 0.00% | −10,538−14.8% | Reduced |
| Sanctuary Advisors, LLC | 41,705 | $410.8K | 0.00% | +41,705 | New |
| First Trust Advisors LP | 38,320 | $391.2K | 0.00% | −44,794−53.9% | Reduced |
| NWF Advisory Services Inc. | 36,500 | $372.7K | 0.06% | 00.0% | Unchanged |
| Raymond James & Associates | 25,774 | $263.2K | 0.00% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 22,290 | $227.6K | 0.00% | −1,600−6.7% | Reduced |
| SeaCrest Wealth Management, LLC | 21,457 | $219.1K | 0.02% | +388+1.8% | Added |
| Bank of Montreal | 15,000 | $170.1K | 0.00% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 16,000 | $163.4K | 0.00% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 15,759 | $160.9K | 0.01% | +15,759 | New |
| International Assets Investment Management, LLC | 13,156 | $134.3K | 0.01% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 12,971 | $132.4K | 0.03% | −300−2.3% | Reduced |
| Shaker Financial Services, LLC | 12,900 | $131.7K | 0.05% | +12,900 | New |
| GWM Advisors LLC | 11,100 | $113.3K | 0.00% | −800−6.7% | Reduced |
| Intellectus Partners, LLC | 10,934 | $111.6K | 0.03% | −5,754−34.5% | Reduced |
| UBS Group AG | 10,422 | $106.4K | 0.00% | +8,088+346.5% | Added |
| Wolverine Asset Management LLC | 4,269 | $43.6K | 0.00% | +4,269 | New |
| EverSource Wealth Advisors, LLC | 4,071 | $42.7K | 0.00% | +4,071 | New |
| CoreCap Advisors, LLC | 2,650 | $27.1K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 2,500 | $25.5K | 0.01% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 1,410 | $14.4K | 0.01% | +5+0.4% | Added |
| Wells Fargo & Company | 202 | $2.06K | 0.00% | −1,999−90.8% | Reduced |
| Relative Value Partners Group, LLC | 0 | $0 | 0.00% | −140,864−100.0% | Sold out |
| Sit Investment Associates Inc | 0 | $0 | 0.00% | −57,921−100.0% | Sold out |
| Bank of America Corp | 0 | $0 | 0.00% | −80−100.0% | Sold out |