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 2025
Institutional positions in Principal Real Estate Income Fund as of Jun 30, 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
- 27
- 0 vs. Q1 2025
- Shares held
- 1.77M
- −55.9K (−3.1%) vs. Q1 2025
- Total value
- $18.6M
- −$605.5K (−3.1%) vs. Q1 2025
- New holders
- 2
- 10 more added
- Sold out
- 2
- 10 more reduced
1 institution that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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 2025
Shares, value and share of portfolio for each institution holding Principal Real Estate Income Fund; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wells Fargo & Company | 0 | $4 | 0.00% | −1−100.0% | Reduced |
| Marshall & Sterling Wealth Advisors Inc. | 115 | $1.20K | 0.00% | +4+3.6% | Added |
| Kozak & Associates, Inc. | 976 | $10.2K | 0.00% | +976 | New |
| TD Waterhouse Canada Inc. | 1,000 | $10.5K | 0.00% | 00.0% | Unchanged |
| S.A. Mason LLC | 1,041 | $11.0K | 0.01% | +31+3.1% | Added |
| Glass Jacobson Investment Advisors llc | 1,420 | $14.9K | 0.01% | +5+0.4% | Added |
| Investors Research Corp | 2,500 | $26.3K | 0.01% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 5,897 | $62.0K | 0.01% | −147−2.4% | Reduced |
| Baird Financial Group, Inc. | 11,699 | $123.1K | 0.00% | +11,699 | New |
| Uhlmann Price Securities, LLC | 12,601 | $132.6K | 0.09% | −1,226−8.9% | Reduced |
| Private Advisor Group, LLC | 14,225 | $149.6K | 0.00% | −1,015−6.7% | Reduced |
| Great Valley Advisor Group, Inc. | 16,000 | $168.3K | 0.00% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 16,875 | $177.5K | 0.02% | 00.0% | Unchanged |
| RFG Advisory, LLC | 18,074 | $190.1K | 0.00% | +2,600+16.8% | Added |
| SeaCrest Wealth Management, LLC | 19,131 | $201.3K | 0.02% | −475−2.4% | Reduced |
| Cetera Investment Advisers | 23,156 | $243.6K | 0.00% | +54+0.2% | Added |
| UBS Group AG | 26,069 | $274.2K | 0.00% | −2,045−7.3% | Reduced |
| First Trust Advisors LP | 34,710 | $365.1K | 0.00% | −146−0.4% | Reduced |
| Raymond James Financial Inc | 43,797 | $460.7K | 0.00% | +19,095+77.3% | Added |
| NWF Advisory Services Inc. | 44,500 | $468.1K | 0.06% | 00.0% | Unchanged |
| Robinson Capital Management, LLC | 46,088 | $484.8K | 0.20% | +80+0.2% | Added |
| Advisor Group Holdings, Inc. | 56,593 | $595.4K | 0.00% | −2,302−3.9% | Reduced |
| J.W. Cole Advisors, Inc. | 98,453 | $1.04M | 0.02% | +3,161+3.3% | Added |
| Riverbridge Partners LLC | 141,372 | $1.49M | 0.02% | +5,314+3.9% | Added |
| Saba Capital Management, L.P. | 361,704 | $3.81M | 0.10% | −62,520−14.7% | Reduced |
| Bulldog Investors, LLP | 370,896 | $3.90M | 0.99% | +1,500+0.4% | Added |
| Morgan Stanley | 401,185 | $4.22M | 0.00% | −21,696−5.1% | Reduced |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −7,649−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| Noble Wealth Management PBC | – | – | – | – | Not filed |