PGZ
Principal Real Estate Income Fund
33 hedge funds and large institutions have $16.6M invested in Principal Real Estate Income Fund in 2025 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 13 increasing their positions, 4 reducing their positions, and 2 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding
Funds holding: →
less ownership
Funds ownership: →
11% less capital invested
Capital invested by funds: $18.6M → $16.6M (-$2.03M)
Holders
33
Holding in Top 10
–
Calls
–
Puts
–
Top Buyers
| 1 | +$1.58M | |
| 2 | +$175K | |
| 3 | +$155K | |
| 4 |
LPL Financial
San Diego,
California
|
+$144K |
| 5 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
+$143K |
Top Sellers
| 1 | -$2.4M | |
| 2 | -$1.89M | |
| 3 | -$242K | |
| 4 |
SAM
S.A. Mason
Holland,
Michigan
|
-$11K |
| 5 |
KA
Kozak & Associates
Highlands Ranch,
Colorado
|
-$5.85K |
