PGZ

Principal Real Estate Income Fund
PGZ

Overview Fund Activity

29 hedge funds and large institutions have $18.7M invested in Principal Real Estate Income Fund in 2019 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 9 reducing their positions, and 4 closing their positions.

Holders
29
Holders Change
+2
Holders Change %
+7.41%
% of All Funds
0.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
8
Reduced
9
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$954K
2
MCM
2
McMillion Capital Management
North Carolina
$393K
3
SFS
3
Shaker Financial Services
Virginia
$240K
4
TJHA
4
Thomas J. Herzfeld Advisors
Florida
$427K
5
CFGS
5
Concourse Financial Group Securities
Alabama
$121K

Top Sellers

1
Invesco
1
Invesco
Georgia
$3.39M
2
Bank of America
2
Bank of America
North Carolina
$1.78M
3
PAS
3
Park Avenue Securities
New York
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$0
5
Wells Fargo
5
Wells Fargo
California
$1.16M
Name Holding Trade Value Shares
Change 		Shares
Change %
FANJ
26
Financial Architects (New Jersey)
New Jersey
$9K – – –
PCG
27
Private Capital Group
Connecticut
$3K +$3K +149 New
Citigroup
28
Citigroup
New York
$2K – – –
PAS
29
Park Avenue Securities
New York
– -$273K -14,317 Closed
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
– -$272K -14,275 Closed
Bank of Montreal
31
Bank of Montreal
Ontario, Canada
– -$38K -2,000 Closed
CWA
32
Clarus Wealth Advisors
Arizona
– -$8K -400 Closed
1
2