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PGZ

Principal Real Estate Income Fund
PGZ

35 hedge funds and large institutions have $14.2M invested in Principal Real Estate Income Fund in 2020 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 10 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 10

0.44% less ownership

Funds ownership: 17.55% → 17.11% (-0.44%)

3% less capital invested

Capital invested by funds: $14.7M → $14.2M (-$482K)

8% less funds holding

Funds holding: 38 → 35 (-3)

33% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 9

Holders
35
Holders Change
-3
Holders Change %
-7.89%
% of All Funds
0.72%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
12
Reduced
10
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$697K
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$296K
3
Truist Financial
Truist Financial
North Carolina
+$258K
4
MC
Matisse Capital
Oregon
+$228K
5
Wells Fargo
Wells Fargo
California
+$193K

Top Sellers

Rank Fund Capital Flow
1
Cohen & Steers
Cohen & Steers
New York
-$838K
2
6M
6 Meridian
Kansas
-$344K
3
SFS
Shaker Financial Services
Virginia
-$337K
4
Invesco
Invesco
Georgia
-$320K
5
LCM
Landscape Capital Management
New Jersey
-$226K
Name Holding Trade Value Shares
Change 		Change in
Stake
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$121K -$15.2K -1,258 -11%
CFGS
27
Concourse Financial Group Securities
Alabama
$90K +$24.3K +2,013 +37%
AAM
28
Advisors Asset Management
Colorado
$66K -$4.55K -376 -6%
QCG
29
Quadrant Capital Group
Ohio
$46K +$46.6K +3,851 New
IRC
30
Investors Research Corp
Georgia
$30K – – –
CAN
31
Cetera Advisor Networks
California
$29K +$29.5K +2,440 New
WB
32
West Bancorporation
Iowa
$24K – – –
SFS
33
Sowell Financial Services
Arkansas
$12K – – –
Citigroup
34
Citigroup
New York
$1K – – –
PA
35
Parallel Advisors
California
$1K +$2K +165 New
6M
36
6 Meridian
Kansas
– -$344K -28,427 Closed
SFS
37
Shaker Financial Services
Virginia
– -$337K -27,859 Closed
LCM
38
Landscape Capital Management
New Jersey
– -$226K -18,672 Closed
Goldman Sachs
39
Goldman Sachs
New York
– -$156K -12,860 Closed
GSWM
40
Golden State Wealth Management
California
– -$31K -2,524 Closed
CFA
41
Carroll Financial Associates
North Carolina
– -$21K -1,750 Closed
TRCT
42
Tower Research Capital (TRC)
New York
– -$5K -400 Closed
NFG
43
Next Financial Group
Texas
– -$3K -280 Closed
1
2

PGZ Hedge Fund Activity: Q2 2020 in Review

35 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Principal Real Estate Income Fund (PGZ) for Q2 2020, worth a combined $14.2M — down 3.3% from $14.7M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of PGZ and 6 opened new positions — a net loss of 3 holders — while 10 trimmed existing stakes and 12 added.

The largest buyer was Morgan Stanley, adding an estimated $697K. The largest seller was Cohen & Steers, cutting an estimated $838K.

  • 35 institutional investors held Principal Real Estate Income Fund (PGZ) as of Q2 2020, down from 38 in Q1 2020.
  • Funds reported $14.2M of Principal Real Estate Income Fund stock for Q2 2020, down 3.3% quarter-over-quarter.
  • 6 funds opened new Principal Real Estate Income Fund positions in Q2 2020 and 9 closed out, a net change of -3 holders.
  • The largest Principal Real Estate Income Fund buyer in Q2 2020 was Morgan Stanley, an estimated $697K added.
  • The largest Principal Real Estate Income Fund seller in Q2 2020 was Cohen & Steers, an estimated $838K sold.

Based on aggregated 13F filings for Q2 2020.