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 %
Wells Fargo
26
Wells Fargo
California
– – -1 Closed
WAM
27
Wolverine Asset Management
Illinois
– – -7,649 Closed
CA
28
CoreCap Advisors
Michigan
– – -1,200 Closed
1
2