PGZ

Principal Real Estate Income Fund
PGZ

Overview Fund Activity

25 hedge funds and large institutions have $18.2M invested in Principal Real Estate Income Fund in 2025 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 11 increasing their positions, 8 reducing their positions, and 3 closing their positions.

Holders
25
Holders Change
-3
Holders Change %
-10.71%
% of All Funds
0.34%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
11
Reduced
8
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$461K
2
Baird Financial Group
2
Baird Financial Group
Wisconsin
$123K
3
RP
3
Riverbridge Partners
Minnesota
$1.49M
4
JWCA
4
J.W. Cole Advisors
Florida
$1.04M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$611K

Top Sellers

1
SCM
1
Saba Capital Management
New York
$3.81M
2
Morgan Stanley
2
Morgan Stanley
New York
$4.22M
3
WAM
3
Wolverine Asset Management
Illinois
$0
4
UBS Group
4
UBS Group
Switzerland
$274K
5
UPS
5
UHLMANN PRICE SECURITIES
Illinois
$133K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$4.22M 401,185 -21,696 -5%
BI
2
Bulldog Investors
New Jersey
$3.9M 370,896 +1,500 +0.4%
SCM
3
Saba Capital Management
New York
$3.81M 361,704 -62,520 -15%
RP
4
Riverbridge Partners
Minnesota
$1.49M 141,372 +5,314 +4%
JWCA
5
J.W. Cole Advisors
Florida
$1.04M 98,453 +3,161 +3%
Osaic Holdings
6
Osaic Holdings
Arizona
$611K 61,752 +2,857 +5%
RCM
7
Robinson Capital Management
Michigan
$485K 46,088 +80 +0.2%
Raymond James Financial
8
Raymond James Financial
Florida
$461K 43,797 +19,095 +77%
First Trust Advisors
9
First Trust Advisors
Illinois
$365K 34,710 -146 -0.4%
UBS Group
10
UBS Group
Switzerland
$274K 26,069 -2,045 -7%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$244K 23,156 +54 +0.2%
SWM
12
SeaCrest Wealth Management
New York
$201K 19,131 -475 -2%
RA
13
RFG Advisory
Alabama
$190K 18,074 +2,600 +17%
CCFM
14
Clear Creek Financial Management
Washington
$178K 16,875 – –
GVAG
15
Great Valley Advisor Group
Delaware
$168K 16,000 – –
PAG
16
Private Advisor Group
New Jersey
$150K 14,225 -1,015 -7%
UPS
17
UHLMANN PRICE SECURITIES
Illinois
$133K 12,601 -1,226 -9%
Baird Financial Group
18
Baird Financial Group
Wisconsin
$123K 11,699 +11,699 New
BBPWM
19
Blue Bell Private Wealth Management
Pennsylvania
$62K 5,897 -147 -2%
IRC
20
Investors Research Corp
Georgia
$26.3K 2,500 – –
GJIA
21
Glass Jacobson Investment Advisors
Maryland
$14.9K 1,420 +5 +0.4%
SAM
22
S.A. Mason
Michigan
$11K 1,041 +31 +3%
TWC
23
TD Waterhouse Canada
Ontario, Canada
$10.5K 1,000 – –
KA
24
Kozak & Associates
Colorado
$10.2K 976 +976 New
MSWA
25
Marshall & Sterling Wealth Advisors
New York
$1.2K 115 +4 +4%
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