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.
Q2 2024 vs. Q1 2024
How the institutions holding Principal Real Estate Income Fund changed between Q1 2024 and Q2 2024.
All holders in Q2 2024All holders in Q1 2024
| Measure | Q1 2024 | Q2 2024 | Change |
|---|---|---|---|
| Holders | 24 | 26 | +2 |
| Shares | 2.04M | 1.88M | −155.7K (−7.6%) |
| Value | $21.0M | $19.2M | −$1.78M (−8.5%) |
New holders (5)
Institutions that held Principal Real Estate Income Fund at the end of Q2 2024 but not at the end of Q1 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Sanctuary Advisors, LLC | 41,705 | $410.8K | 0.00% |
| Landscape Capital Management, L.L.C. | 15,759 | $160.9K | 0.01% |
| Shaker Financial Services, LLC | 12,900 | $131.7K | 0.05% |
| Wolverine Asset Management LLC | 4,269 | $43.6K | 0.00% |
| EverSource Wealth Advisors, LLC | 4,071 | $42.7K | 0.00% |
Sold out (3)
Institutions that held Principal Real Estate Income Fund at the end of Q1 2024 and filed for Q2 2024 without it.
| Institution | Shares, Q1 2024 | Value, Q1 2024 |
|---|---|---|
| Relative Value Partners Group, LLC | 140,864 | $1.39M |
| Sit Investment Associates Inc | 57,921 | $598.0K |
| Bank of America Corp | 80 | $826 |