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.
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
0% more funds holding
Funds holding: 34 → 34 (0)
1.03% less ownership
Funds ownership: 24.28% → 23.25% (-1%)
8% less capital invested
Capital invested by funds: $16.3M → $15M (-$1.3M)
33% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$786K |
| 2 |
RP
Riverbridge Partners
Minneapolis,
Minnesota
|
+$153K |
| 3 |
Wells Fargo
San Francisco,
California
|
+$127K |
| 4 |
Lido Advisors
Los Angeles,
California
|
+$126K |
| 5 |
IAS
Integrity Advisory Solutions
Dallas,
Texas
|
+$115K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
-$1.13M |
| 2 |
RCM
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
-$253K |
| 3 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$180K |
| 4 |
Morgan Stanley
New York
|
-$173K |
| 5 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$117K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IRC
26
Investors Research Corp
Atlanta,
Georgia
| $24K | – | – | – |
|
27
UBS Group
Zurich,
Switzerland
| $18.4K | -$4.8K | -474 | -20% |
|
|
KFP
28
Kerr Financial Planning
Fresno,
California
| $14.3K | +$304 | +30 | +2% |
|
|
GJIA
29
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
| $13.6K | – | – | – |
|
|
TWC
30
TD Waterhouse Canada
Toronto,
Ontario, Canada
| $9.87K | – | – | – |
|
|
TJHA
31
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
| $8.72K | -$861 | -85 | -9% |
|
|
ASN
32
Advisory Services Network
Atlanta,
Georgia
| $5.99K | +$6.31K | +623 | New |
|
|
HWP
33
Highline Wealth Partners
Sherman Oaks,
California
| $4.8K | – | – | – |
|
34
Fifth Third Bancorp
Cincinnati,
Ohio
| $231 | +$243 | +24 | New |
|
|
JWCA
35
J.W. Cole Advisors
Tampa,
Florida
| – | -$1.13M | -112,801 | Closed |
|
|
36
Baird Financial Group
Milwaukee,
Wisconsin
| – | -$180K | -17,970 | Closed |
|
37
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$113K | -11,301 | Closed |
|
PGZ Hedge Fund Activity: Q1 2026 in Review
34 of the 8,134 institutional investors tracked by Wall St. Rank reported a position in Principal Real Estate Income Fund (PGZ) for Q1 2026, worth a combined $15M — down 8% from $16.3M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new PGZ positions and 3 closed out — a net gain of 1 holder — while 10 added to existing stakes and 15 trimmed.
The largest buyer was Guggenheim Capital, adding an estimated $786K. The largest seller was J.W. Cole Advisors, exiting entirely with an estimated $1.13M sold.
- 34 institutional investors held Principal Real Estate Income Fund (PGZ) as of Q1 2026, unchanged from Q4 2025.
- Funds reported $15M of Principal Real Estate Income Fund stock for Q1 2026, down 8% quarter-over-quarter.
- 4 funds opened new Principal Real Estate Income Fund positions in Q1 2026 and 3 closed out, a net change of +1 holder.
- The largest Principal Real Estate Income Fund buyer in Q1 2026 was Guggenheim Capital, an estimated $786K added.
- The largest Principal Real Estate Income Fund seller in Q1 2026 was J.W. Cole Advisors, an estimated $1.13M sold.
Based on aggregated 13F filings for Q1 2026.