PGZ

Principal Real Estate Income Fund
PGZ

Overview Fund Activity

29 hedge funds and large institutions have $20.7M invested in Principal Real Estate Income Fund in 2021 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 10 increasing their positions, 12 reducing their positions, and 8 closing their positions.

Holders
29
Holders Change
-6
Holders Change %
-17.14%
% of All Funds
0.51%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
10
Reduced
12
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RVPG
1
Relative Value Partners Group
$2.34M
2
Morgan Stanley
2
Morgan Stanley
New York
$6.66M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$382K
4
SFS
4
Shaker Financial Services
Virginia
$677K
5
RCM
5
Robinson Capital Management
Michigan
$70K

Top Sellers

1
QC
1
Quantedge Capital
Singapore
$0
2
6M
2
6 Meridian
Kansas
$0
3
MAFM
3
Mid Atlantic Financial Management
Pennsylvania
$0
4
CRWM
4
Castle Rock Wealth Management
California
$582K
5
AC
5
Aristides Capital
Kentucky
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SSC
26
Syverson Strege & Co
Iowa
$20K 1,299 +21 +2%
AAM
27
Advisors Asset Management
Colorado
$6K 366 -683 -65%
NFG
28
Next Financial Group
Texas
$4K 280 – –
QC
29
Quantedge Capital
Singapore
– – -83,568 Closed
6M
30
6 Meridian
Kansas
– – -27,859 Closed
MAFM
31
Mid Atlantic Financial Management
Pennsylvania
– – -26,000 Closed
AC
32
Aristides Capital
Kentucky
– – -14,770 Closed
HWAM
33
Hennion & Walsh Asset Management
New Jersey
– – -13,386 Closed
RJFSA
34
Raymond James Financial Services Advisors
Florida
– – -11,273 Closed
TWP
35
TFO Wealth Partners
Ohio
– – -1,500 Closed
SFS
36
Sowell Financial Services
Arkansas
– – -1,000 Closed
PA
37
Parallel Advisors
California
$0 1 – –
1
2