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 2026
Institutional positions in Principal Real Estate Income Fund as of Mar 31, 2026. 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. Q4 2025
- Shares held
- 1.56M
- −68.7K (−4.2%) vs. Q4 2025
- Total value
- $15.0M
- −$1.30M (−8.0%) vs. Q4 2025
- New holders
- 4
- 10 more added
- Sold out
- 3
- 15 more reduced
1 institution that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Principal Real Estate Income Fund; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Fifth Third Bancorp | 24 | $231 | 0.00% | +24 | New |
| Highline Wealth Partners LLC | 500 | $4.80K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 623 | $5.99K | 0.00% | +623 | New |
| Thomas J. Herzfeld Advisors, Inc. | 907 | $8.72K | 0.00% | −85−8.6% | Reduced |
| TD Waterhouse Canada Inc. | 1,000 | $9.87K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 1,420 | $13.6K | 0.00% | 00.0% | Unchanged |
| Kerr Financial Planning Corp | 1,421 | $14.3K | 0.02% | +30+2.2% | Added |
| UBS Group AG | 1,918 | $18.4K | 0.00% | −474−19.8% | Reduced |
| Investors Research Corp | 2,500 | $24.0K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 6,099 | $58.6K | 0.01% | +252+4.3% | Added |
| Integrity Advisory Solutions, LLC | 11,325 | $108.8K | 0.01% | +11,325 | New |
| Uhlmann Price Securities, LLC | 11,926 | $114.6K | 0.01% | −1,446−10.8% | Reduced |
| Lido Advisors, LLC | 12,420 | $119.4K | 0.00% | +12,420 | New |
| Wells Fargo & Company | 12,512 | $120.2K | 0.00% | +12,511+1,251,100.0% | Added |
| Private Advisor Group, LLC | 12,950 | $124.5K | 0.00% | +225+1.8% | Added |
| RFG Advisory, LLC | 13,774 | $132.4K | 0.00% | −2,300−14.3% | Reduced |
| Commonwealth Equity Services, LLC | 14,500 | $139.3K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 18,174 | $174.7K | 0.00% | −11,564−38.9% | Reduced |
| Clear Creek Financial Management, LLC | 18,475 | $177.5K | 0.01% | +650+3.6% | Added |
| SeaCrest Wealth Management, LLC | 18,556 | $178.3K | 0.02% | −741−3.8% | Reduced |
| LPL Financial LLC | 18,849 | $181.1K | 0.00% | −34−0.2% | Reduced |
| Cetera Investment Advisers | 20,823 | $200.1K | 0.00% | −2,379−10.3% | Reduced |
| Robinson Capital Management, LLC | 26,088 | $263.5K | 0.12% | −25,000−48.9% | Reduced |
| First Trust Advisors LP | 36,243 | $348.3K | 0.00% | +2,522+7.5% | Added |
| Shaker Financial Services, LLC | 42,626 | $409.6K | 0.14% | −8,200−16.1% | Reduced |
| NWF Advisory Services Inc. | 48,200 | $463.2K | 0.05% | +2,500+5.5% | Added |
| Advisor Group Holdings, Inc. | 50,145 | $481.9K | 0.00% | −272−0.5% | Reduced |
| Raymond James Financial Inc | 60,606 | $582.4K | 0.00% | +9,120+17.7% | Added |
| Evolve Private Wealth, LLC | 70,887 | $681.2K | 0.04% | −40.0% | Reduced |
| Closed-End Fund Advisors, Inc. | 81,734 | $785.5K | 0.80% | −864−1.0% | Reduced |
| Guggenheim Capital LLC | 119,752 | $1.15M | 0.01% | +77,642+184.4% | Added |
| Advisors Asset Management, Inc. | 173,999 | $1.67M | 0.03% | −1,039−0.6% | Reduced |
| Riverbridge Partners LLC | 202,268 | $1.94M | 0.05% | +15,064+8.0% | Added |
| Morgan Stanley | 443,148 | $4.26M | 0.00% | −17,114−3.7% | Reduced |
| J.W. Cole Advisors, Inc. | 0 | $0 | 0.00% | −112,801−100.0% | Sold out |
| Baird Financial Group, Inc. | 0 | $0 | 0.00% | −17,970−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −11,301−100.0% | Sold out |
| Comerica Bank | – | – | – | – | Not filed |