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 |
|---|---|---|---|---|---|
| Wells Fargo & Company | 202 | $2.06K | 0.00% | −1,999−90.8% | Reduced |
| Glass Jacobson Investment Advisors llc | 1,410 | $14.4K | 0.01% | +5+0.4% | Added |
| Investors Research Corp | 2,500 | $25.5K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 2,650 | $27.1K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 4,071 | $42.7K | 0.00% | +4,071 | New |
| Wolverine Asset Management LLC | 4,269 | $43.6K | 0.00% | +4,269 | New |
| UBS Group AG | 10,422 | $106.4K | 0.00% | +8,088+346.5% | Added |
| Intellectus Partners, LLC | 10,934 | $111.6K | 0.03% | −5,754−34.5% | Reduced |
| GWM Advisors LLC | 11,100 | $113.3K | 0.00% | −800−6.7% | Reduced |
| Shaker Financial Services, LLC | 12,900 | $131.7K | 0.05% | +12,900 | New |
| Blue Bell Private Wealth Management, LLC | 12,971 | $132.4K | 0.03% | −300−2.3% | Reduced |
| International Assets Investment Management, LLC | 13,156 | $134.3K | 0.01% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 15,759 | $160.9K | 0.01% | +15,759 | New |
| Great Valley Advisor Group, Inc. | 16,000 | $163.4K | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 15,000 | $170.1K | 0.00% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 21,457 | $219.1K | 0.02% | +388+1.8% | Added |
| Private Advisor Group, LLC | 22,290 | $227.6K | 0.00% | −1,600−6.7% | Reduced |
| Raymond James & Associates | 25,774 | $263.2K | 0.00% | 00.0% | Unchanged |
| NWF Advisory Services Inc. | 36,500 | $372.7K | 0.06% | 00.0% | Unchanged |
| First Trust Advisors LP | 38,320 | $391.2K | 0.00% | −44,794−53.9% | Reduced |
| Sanctuary Advisors, LLC | 41,705 | $410.8K | 0.00% | +41,705 | New |
| Advisor Group Holdings, Inc. | 60,873 | $621.5K | 0.00% | −10,538−14.8% | Reduced |
| Riverbridge Partners LLC | 161,891 | $1.65M | 0.02% | +4,664+3.0% | Added |
| Bulldog Investors, LLP | 315,587 | $3.22M | 1.20% | +17,147+5.7% | Added |
| Morgan Stanley | 455,665 | $4.65M | 0.00% | −90.0% | Reduced |
| Saba Capital Management, L.P. | 568,008 | $5.80M | 0.13% | 00.0% | Unchanged |
| 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 |