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 2024
Institutional positions in Principal Real Estate Income Fund as of Dec 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
- 28
- 0 vs. Q3 2024
- Shares held
- 1.90M
- +80.7K (+4.4%) vs. Q3 2024
- Total value
- $18.7M
- −$1.50M (−7.4%) vs. Q3 2024
- New holders
- 5
- 12 more added
- Sold out
- 5
- 5 more reduced
1 institution that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Principal Real Estate Income Fund; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Marshall & Sterling Wealth Advisors Inc. | 108 | $1.06K | 0.00% | +108 | New |
| Wells Fargo & Company | 272 | $2.68K | 0.00% | +272 | Added |
| TD Waterhouse Canada Inc. | 1,000 | $9.88K | 0.00% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 1,000 | $9.88K | 0.01% | +1,000 | New |
| Glass Jacobson Investment Advisors llc | 1,415 | $14.0K | 0.00% | +5+0.4% | Added |
| Investors Research Corp | 2,500 | $24.7K | 0.01% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 6,144 | $60.7K | 0.01% | −4,627−43.0% | Reduced |
| Intellectus Partners, LLC | 10,234 | $101.1K | 0.02% | −1,044−9.3% | Reduced |
| Susquehanna International Group, LLP | 12,117 | $119.7K | 0.00% | +12,117 | New |
| Uhlmann Price Securities, LLC | 13,420 | $132.6K | 0.10% | +394+3.0% | Added |
| UBS Group AG | 14,630 | $144.5K | 0.00% | +10,160+227.3% | Added |
| Bank of Montreal | 15,000 | $148.2K | 0.00% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 16,000 | $158.1K | 0.00% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 16,940 | $167.4K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 19,849 | $196.1K | 0.00% | +9,370+89.4% | Added |
| SeaCrest Wealth Management, LLC | 23,945 | $236.6K | 0.02% | +694+3.0% | Added |
| Raymond James Financial Inc | 34,055 | $336.5K | 0.00% | +34,055 | New |
| First Trust Advisors LP | 38,321 | $378.6K | 0.00% | +1,688+4.6% | Added |
| Sanctuary Advisors, LLC | 41,050 | $418.7K | 0.00% | 00.0% | Unchanged |
| Robinson Capital Management, LLC | 46,008 | $454.6K | 0.18% | +2,470+5.7% | Added |
| Shaker Financial Services, LLC | 52,041 | $514.2K | 0.20% | +22,868+78.4% | Added |
| Wolverine Asset Management LLC | 56,338 | $556.6K | 0.01% | +56,338 | New |
| Advisor Group Holdings, Inc. | 60,940 | $602.1K | 0.00% | +720+1.2% | Added |
| J.W. Cole Advisors, Inc. | 74,955 | $740.6K | 0.03% | +33,607+81.3% | Added |
| Riverbridge Partners LLC | 123,577 | $1.22M | 0.02% | −41,486−25.1% | Reduced |
| Bulldog Investors, LLP | 369,396 | $3.65M | 0.95% | +187,471+103.0% | Added |
| Saba Capital Management, L.P. | 401,763 | $3.97M | 0.10% | −47,744−10.6% | Reduced |
| Morgan Stanley | 442,757 | $4.37M | 0.00% | −10,393−2.3% | Reduced |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −1,400−100.0% | Sold out |
| Kovitz Investment Group Partners, LLC | 0 | $0 | 0.00% | −134,739−100.0% | Sold out |
| NWF Advisory Services Inc. | 0 | $0 | 0.00% | −36,500−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −10,600−100.0% | Sold out |
| EverSource Wealth Advisors, LLC | 0 | $0 | 0.00% | −4,149−100.0% | Sold out |
| Raymond James & Associates | – | – | – | – | Not filed |