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 2025
Institutional positions in Principal Real Estate Income Fund as of Dec 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
- 34
- +1 vs. Q3 2025
- Shares held
- 1.63M
- +38.6K (+2.4%) vs. Q3 2025
- Total value
- $16.3M
- −$327.2K (−2.0%) vs. Q3 2025
- New holders
- 7
- 11 more added
- Sold out
- 6
- 11 more reduced
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Principal Real Estate Income Fund; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 460,262 | $4.61M | 0.00% | +42,378+10.1% | Added |
| Riverbridge Partners LLC | 187,204 | $1.87M | 0.04% | +42,232+29.1% | Added |
| Advisors Asset Management, Inc. | 175,038 | $1.75M | 0.03% | +23,664+15.6% | Added |
| J.W. Cole Advisors, Inc. | 112,801 | $1.13M | 0.03% | +671+0.6% | Added |
| Closed-End Fund Advisors, Inc. | 82,598 | $826.8K | 0.49% | +82,598 | New |
| Evolve Private Wealth, LLC | 70,891 | $709.6K | 0.04% | +70,891 | New |
| Raymond James Financial Inc | 51,486 | $515.4K | 0.00% | +2,424+4.9% | Added |
| Robinson Capital Management, LLC | 51,088 | $511.4K | 0.21% | +5,000+10.8% | Added |
| Shaker Financial Services, LLC | 50,826 | $508.8K | 0.16% | +37,197+272.9% | Added |
| Advisor Group Holdings, Inc. | 50,417 | $504.7K | 0.00% | −9,404−15.7% | Reduced |
| NWF Advisory Services Inc. | 45,700 | $457.5K | 0.05% | −2,300−4.8% | Reduced |
| Guggenheim Capital LLC | 42,110 | $421.5K | 0.00% | +42,110 | New |
| First Trust Advisors LP | 33,721 | $337.5K | 0.00% | −2,107−5.9% | Reduced |
| Wolverine Asset Management LLC | 29,738 | $297.7K | 0.00% | +29,738 | New |
| Cetera Investment Advisers | 23,202 | $232.2K | 0.00% | −90.0% | Reduced |
| SeaCrest Wealth Management, LLC | 19,297 | $194.4K | 0.02% | −133−0.7% | Reduced |
| LPL Financial LLC | 18,883 | $189.0K | 0.00% | +5,125+37.3% | Added |
| Baird Financial Group, Inc. | 17,970 | $179.9K | 0.00% | +1,486+9.0% | Added |
| Clear Creek Financial Management, LLC | 17,825 | $178.4K | 0.01% | 00.0% | Unchanged |
| RFG Advisory, LLC | 16,074 | $160.9K | 0.00% | −2,400−13.0% | Reduced |
| Commonwealth Equity Services, LLC | 14,500 | $145.1K | 0.00% | −305−2.1% | Reduced |
| Uhlmann Price Securities, LLC | 13,372 | $133.8K | 0.08% | +401+3.1% | Added |
| Private Advisor Group, LLC | 12,725 | $127.4K | 0.00% | −1,500−10.5% | Reduced |
| Susquehanna International Group, LLP | 11,301 | $113.1K | 0.00% | +11,301 | New |
| Blue Bell Private Wealth Management, LLC | 5,847 | $58.5K | 0.01% | −50−0.8% | Reduced |
| Investors Research Corp | 2,500 | $25.0K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 2,392 | $23.9K | 0.00% | −513−17.7% | Reduced |
| Kerr Financial Planning Corp | 1,391 | $14.3K | 0.02% | +42+3.1% | Added |
| Glass Jacobson Investment Advisors llc | 1,420 | $14.2K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 1,000 | $9.99K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 992 | $9.93K | 0.00% | +992 | New |
| Highline Wealth Partners LLC | 500 | $5.00K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 24 | $240 | 0.00% | +24 | New |
| Wells Fargo & Company | 1 | $15 | 0.00% | −1−50.0% | Reduced |
| Bulldog Investors, LLP | 0 | $0 | 0.00% | −189,736−100.0% | Sold out |
| Saba Capital Management, L.P. | 0 | $0 | 0.00% | −132,451−100.0% | Sold out |
| Great Valley Advisor Group, Inc. | 0 | $0 | 0.00% | −16,000−100.0% | Sold out |
| CX Institutional | 0 | $0 | 0.00% | −1,445−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −1,292−100.0% | Sold out |
| Kozak & Associates, Inc. | 0 | $0 | 0.00% | −1−100.0% | Sold out |