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, Q3 2025
Institutional positions in Principal Real Estate Income Fund as of Sep 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
- 33
- +6 vs. Q2 2025
- Shares held
- 1.59M
- −183.6K (−10.4%) vs. Q2 2025
- Total value
- $16.6M
- −$2.03M (−10.9%) vs. Q2 2025
- New holders
- 8
- 14 more added
- Sold out
- 2
- 4 more reduced
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Principal Real Estate Income Fund; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 417,884 | $4.37M | 0.00% | +16,699+4.2% | Added |
| Bulldog Investors, LLP | 189,736 | $1.98M | 0.46% | −181,160−48.8% | Reduced |
| Advisors Asset Management, Inc. | 151,374 | $1.58M | 0.03% | +151,374 | New |
| Riverbridge Partners LLC | 144,972 | $1.52M | 0.03% | +3,600+2.5% | Added |
| Saba Capital Management, L.P. | 132,451 | $1.39M | 0.05% | −229,253−63.4% | Reduced |
| J.W. Cole Advisors, Inc. | 112,130 | $1.17M | 0.02% | +13,677+13.9% | Added |
| Advisor Group Holdings, Inc. | 59,821 | $628.7K | 0.00% | +3,228+5.7% | Added |
| Raymond James Financial Inc | 49,062 | $513.2K | 0.00% | +5,265+12.0% | Added |
| NWF Advisory Services Inc. | 48,000 | $502.1K | 0.06% | +3,500+7.9% | Added |
| Robinson Capital Management, LLC | 46,088 | $482.1K | 0.35% | 00.0% | Unchanged |
| First Trust Advisors LP | 35,828 | $374.8K | 0.00% | +1,118+3.2% | Added |
| Cetera Investment Advisers | 23,211 | $242.8K | 0.00% | +55+0.2% | Added |
| SeaCrest Wealth Management, LLC | 19,430 | $202.1K | 0.02% | +299+1.6% | Added |
| RFG Advisory, LLC | 18,474 | $193.2K | 0.00% | +400+2.2% | Added |
| Clear Creek Financial Management, LLC | 17,825 | $186.4K | 0.02% | +950+5.6% | Added |
| Baird Financial Group, Inc. | 16,484 | $172.4K | 0.00% | +4,785+40.9% | Added |
| Great Valley Advisor Group, Inc. | 16,000 | $167.4K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 14,805 | $155.0K | 0.00% | +14,805 | New |
| Private Advisor Group, LLC | 14,225 | $148.8K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 13,758 | $143.9K | 0.00% | +13,758 | New |
| Shaker Financial Services, LLC | 13,629 | $142.6K | 0.05% | +13,629 | New |
| Uhlmann Price Securities, LLC | 12,971 | $135.7K | 0.08% | +370+2.9% | Added |
| Blue Bell Private Wealth Management, LLC | 5,897 | $61.7K | 0.01% | 00.0% | Unchanged |
| UBS Group AG | 2,905 | $30.4K | 0.00% | −23,164−88.9% | Reduced |
| Investors Research Corp | 2,500 | $26.1K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 1,445 | $15.0K | 0.00% | +1,445 | New |
| Glass Jacobson Investment Advisors llc | 1,420 | $14.9K | 0.01% | 00.0% | Unchanged |
| Kerr Financial Planning Corp | 1,349 | $13.8K | 0.02% | +1,349 | New |
| Advisory Services Network, LLC | 1,292 | $13.5K | 0.00% | +1,292 | New |
| TD Waterhouse Canada Inc. | 1,000 | $10.5K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 500 | $5.23K | 0.00% | +500 | New |
| Wells Fargo & Company | 2 | $16 | 0.00% | +2 | Added |
| Kozak & Associates, Inc. | 1 | $6 | 0.00% | −975−99.9% | Reduced |
| S.A. Mason LLC | 0 | $0 | 0.00% | −1,041−100.0% | Sold out |
| Marshall & Sterling Wealth Advisors Inc. | 0 | $0 | 0.00% | −115−100.0% | Sold out |