PGZ

Principal Real Estate Income Fund

34 hedge funds and large institutions have $16.3M invested in Principal Real Estate Income Fund in 2025 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
34
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$4.61M
RP
2
Riverbridge Partners
Minnesota
$1.87M
AAM
3
Advisors Asset Management
Colorado
$1.75M
JWCA
4
J.W. Cole Advisors
Florida
$1.13M
CEFA
5
Closed-End Fund Advisors
Virginia
$827K
EPW
6
Evolve Private Wealth
California
$710K
Raymond James Financial
7
Raymond James Financial
Florida
$515K
RCM
8
Robinson Capital Management
Michigan
$511K
SFS
9
Shaker Financial Services
Virginia
$509K
Osaic Holdings
10
Osaic Holdings
Arizona
$505K
NAS
11
NWF Advisory Services
California
$457K
GC
12
Guggenheim Capital
Illinois
$422K
First Trust Advisors
13
First Trust Advisors
Illinois
$338K
WAM
14
Wolverine Asset Management
Illinois
$298K
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$232K
SWM
16
SeaCrest Wealth Management
New York
$194K
LPL Financial
17
LPL Financial
California
$189K
Baird Financial Group
18
Baird Financial Group
Wisconsin
$180K
CCFM
19
Clear Creek Financial Management
Washington
$178K
RA
20
RFG Advisory
Alabama
$161K
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$145K
UPS
22
UHLMANN PRICE SECURITIES
Illinois
$134K
PAG
23
Private Advisor Group
New Jersey
$127K
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$113K
BBPWM
25
Blue Bell Private Wealth Management
Pennsylvania
$58.5K