PGZ

Principal Real Estate Income Fund
PGZ

Overview Fund Activity

33 hedge funds and large institutions have $16.7M invested in Principal Real Estate Income Fund in 2019 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
33
Holders Change
+2
Holders Change %
+6.45%
% of All Funds
0.72%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
12
Reduced
5
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCP
Cardan Capital Partners
Colorado
+$454K
2
Morgan Stanley
Morgan Stanley
New York
+$443K
3
6M
6 Meridian
Kansas
+$201K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$132K
5
LTFS
Ladenburg Thalmann Financial Services
Florida
+$82.2K

Top Sellers

1
Invesco
Invesco
Georgia
-$823K
2
CCP
Clough Capital Partners
Massachusetts
-$227K
3
LCM
Landscape Capital Management
New Jersey
-$168K
4
UBS Group
UBS Group
Switzerland
-$79.7K
5
Wells Fargo
Wells Fargo
California
-$77.7K
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
26
IFP Advisors
Florida
$18K +$18K +965 New
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$9K +$4.84K +250 +116%
WAM
28
Wealthspire Advisors (Maryland)
Maryland
$8K +$161 +9 +2%
CWA
29
Clarus Wealth Advisors
Arizona
$7K +$7K +400 New
FHB
30
First Hawaiian Bank
Hawaii
$6K – – –
CFGS
31
Concourse Financial Group Securities
Alabama
$5K +$5K +300 New
PCG
32
Private Capital Group
Connecticut
$3K – – –
Citigroup
33
Citigroup
New York
$2K – – –
CCP
34
Clough Capital Partners
Massachusetts
– -$227K -13,700 Closed
LCM
35
Landscape Capital Management
New Jersey
– -$168K -10,176 Closed
1
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