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.
Q3 2025 vs. Q2 2025
How the institutions holding Principal Real Estate Income Fund changed between Q2 2025 and Q3 2025.
All holders in Q3 2025All holders in Q2 2025
| Measure | Q2 2025 | Q3 2025 | Change |
|---|---|---|---|
| Holders | 27 | 33 | +6 |
| Shares | 1.77M | 1.59M | −183.6K (−10.4%) |
| Value | $18.6M | $16.6M | −$2.03M (−10.9%) |
New holders (8)
Institutions that held Principal Real Estate Income Fund at the end of Q3 2025 but not at the end of Q2 2025.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Advisors Asset Management, Inc. | 151,374 | $1.58M | 0.03% |
| Commonwealth Equity Services, LLC | 14,805 | $155.0K | 0.00% |
| LPL Financial LLC | 13,758 | $143.9K | 0.00% |
| Shaker Financial Services, LLC | 13,629 | $142.6K | 0.05% |
| CX Institutional | 1,445 | $15.0K | 0.00% |
| Kerr Financial Planning Corp | 1,349 | $13.8K | 0.02% |
| Advisory Services Network, LLC | 1,292 | $13.5K | 0.00% |
| Highline Wealth Partners LLC | 500 | $5.23K | 0.00% |
Sold out (2)
Institutions that held Principal Real Estate Income Fund at the end of Q2 2025 and filed for Q3 2025 without it.
| Institution | Shares, Q2 2025 | Value, Q2 2025 |
|---|---|---|
| S.A. Mason LLC | 1,041 | $11.0K |
| Marshall & Sterling Wealth Advisors Inc. | 115 | $1.20K |