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Principal Real Estate Income Fund

34 hedge funds and large institutions have $15M invested in Principal Real Estate Income Fund in 2026 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 15 reducing their positions, and 3 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
$4.26M
RP
2
Riverbridge Partners
Minnesota
$1.94M
AAM
3
Advisors Asset Management
Colorado
$1.67M
GC
4
Guggenheim Capital
Illinois
$1.15M
CEFA
5
Closed-End Fund Advisors
Virginia
$785K
EPW
6
Evolve Private Wealth
California
$681K
Raymond James Financial
7
Raymond James Financial
Florida
$582K
Osaic Holdings
8
Osaic Holdings
Arizona
$482K
NAS
9
NWF Advisory Services
California
$463K
SFS
10
Shaker Financial Services
Virginia
$410K
First Trust Advisors
11
First Trust Advisors
Illinois
$348K
RCM
12
Robinson Capital Management
Michigan
$263K
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$200K
LPL Financial
14
LPL Financial
California
$181K
SWM
15
SeaCrest Wealth Management
New York
$178K
CCFM
16
Clear Creek Financial Management
Washington
$178K
WAM
17
Wolverine Asset Management
Illinois
$175K
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$139K
RA
19
RFG Advisory
Alabama
$132K
PAG
20
Private Advisor Group
New Jersey
$124K
Wells Fargo
21
Wells Fargo
California
$120K
Lido Advisors
22
Lido Advisors
California
$119K
UPS
23
UHLMANN PRICE SECURITIES
Illinois
$115K
IAS
24
Integrity Advisory Solutions
Texas
$109K
BBPWM
25
Blue Bell Private Wealth Management
Pennsylvania
$58.6K