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 2025
Institutional positions in Principal Real Estate Income Fund as of Mar 31, 2025. 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. Q4 2024
- Shares held
- 1.83M
- −68.8K (−3.6%) vs. Q4 2024
- Total value
- $19.2M
- +$492.6K (+2.6%) vs. Q4 2024
- New holders
- 5
- 7 more added
- Sold out
- 5
- 9 more reduced
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Principal Real Estate Income Fund; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wells Fargo & Company | 1 | $14 | 0.00% | −271−99.6% | Reduced |
| Marshall & Sterling Wealth Advisors Inc. | 111 | $1.17K | 0.00% | +3+2.8% | Added |
| Noble Wealth Management PBC | 1,000 | $10.5K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 1,000 | $10.5K | 0.00% | 00.0% | Unchanged |
| S.A. Mason LLC | 1,010 | $10.6K | 0.01% | +1,010 | New |
| CoreCap Advisors, LLC | 1,200 | $12.6K | 0.00% | +1,200 | New |
| Glass Jacobson Investment Advisors llc | 1,415 | $14.0K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 2,500 | $26.3K | 0.01% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 6,044 | $63.6K | 0.01% | −100−1.6% | Reduced |
| Wolverine Asset Management LLC | 7,649 | $80.5K | 0.00% | −48,689−86.4% | Reduced |
| Uhlmann Price Securities, LLC | 13,827 | $145.6K | 0.11% | +407+3.0% | Added |
| Private Advisor Group, LLC | 15,240 | $160.5K | 0.00% | −1,700−10.0% | Reduced |
| RFG Advisory, LLC | 15,474 | $162.9K | 0.00% | +15,474 | New |
| Great Valley Advisor Group, Inc. | 16,000 | $168.5K | 0.00% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 16,875 | $177.7K | 0.02% | +16,875 | New |
| SeaCrest Wealth Management, LLC | 19,606 | $206.5K | 0.02% | −4,339−18.1% | Reduced |
| Cetera Investment Advisers | 23,102 | $243.3K | 0.00% | +3,253+16.4% | Added |
| Raymond James Financial Inc | 24,702 | $260.1K | 0.00% | −9,353−27.5% | Reduced |
| UBS Group AG | 28,114 | $296.0K | 0.00% | +13,484+92.2% | Added |
| First Trust Advisors LP | 34,856 | $367.0K | 0.00% | −3,465−9.0% | Reduced |
| NWF Advisory Services Inc. | 44,500 | $468.6K | 0.07% | +44,500 | New |
| Robinson Capital Management, LLC | 46,008 | $484.5K | 0.20% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 58,895 | $620.2K | 0.00% | −2,045−3.4% | Reduced |
| J.W. Cole Advisors, Inc. | 95,292 | $1.00M | 0.03% | +20,337+27.1% | Added |
| Riverbridge Partners LLC | 136,058 | $1.43M | 0.02% | +12,481+10.1% | Added |
| Bulldog Investors, LLP | 369,396 | $3.89M | 1.05% | 00.0% | Unchanged |
| Morgan Stanley | 422,881 | $4.45M | 0.00% | −19,876−4.5% | Reduced |
| Saba Capital Management, L.P. | 424,224 | $4.47M | 0.12% | +22,461+5.6% | Added |
| Shaker Financial Services, LLC | 0 | $0 | 0.00% | −52,041−100.0% | Sold out |
| Sanctuary Advisors, LLC | 0 | $0 | 0.00% | −41,050−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −12,117−100.0% | Sold out |
| Intellectus Partners, LLC | 0 | $0 | 0.00% | −10,234−100.0% | Sold out |