PGZ

Principal Real Estate Income Fund
PGZ

Overview Fund Activity

31 hedge funds and large institutions have $22.1M invested in Principal Real Estate Income Fund in 2021 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
31
Holders Change
+2
Holders Change %
+6.9%
% of All Funds
0.54%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
12
Reduced
9
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
1
Saba Capital Management
New York
$1.3M
2
QC
2
Quantedge Capital
Singapore
$609K
3
SFS
3
Shaker Financial Services
Virginia
$1.01M
4
Morgan Stanley
4
Morgan Stanley
New York
$6.7M
5
MAFM
5
Mid Atlantic Financial Management
Pennsylvania
$219K

Top Sellers

1
MC
1
Matisse Capital
Oregon
$1.71M
2
ASN
2
Advisory Services Network
Georgia
$0
3
CRWM
3
Castle Rock Wealth Management
California
$440K
4
RJA
4
Raymond James & Associates
Florida
$525K
5
Truist Financial
5
Truist Financial
North Carolina
$480K
Name Holding Trade Value Shares
Change 		Shares
Change %
FIA
26
FNY Investment Advisers
New York
$52K -$5.89K -407 -10%
IRC
27
Investors Research Corp
Georgia
$37K – – –
SSC
28
Syverson Strege & Co
Iowa
$19K +$316 +22 +2%
NFG
29
Next Financial Group
Texas
$4K – – –
ASN
30
Advisory Services Network
Georgia
– -$188K -12,422 Closed
AAM
31
Advisors Asset Management
Colorado
– -$6K -366 Closed
1
2