PGZ

Principal Real Estate Income Fund
PGZ

Overview Fund Activity

29 hedge funds and large institutions have $19.3M invested in Principal Real Estate Income Fund in 2022 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 9 reducing their positions, and 4 closing their positions.

Holders
29
Holders Change
-1
Holders Change %
-3.33%
% of All Funds
0.47%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
9
Reduced
9
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
1
Saba Capital Management
New York
$6.9M
2
SFS
2
Shaker Financial Services
Virginia
$346K
3
IAIM
3
International Assets Investment Management
Florida
$262K
4
ASN
4
Advisory Services Network
Georgia
$74.9K
5
First Trust Advisors
5
First Trust Advisors
Illinois
$921K

Top Sellers

1
BBL
1
Beck Bode LLC
Massachusetts
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$3.75M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$552K
4
Wells Fargo
4
Wells Fargo
California
$224K
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$5.19K
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
26
IFP Advisors
Florida
$8K – – –
MCC
27
Money Concepts Capital
Florida
$7.76K +$7.76K +750 New
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$5.19K -$99.5K -9,616 -95%
PAG
29
Private Advisor Group
New Jersey
$267 – – –
BBL
30
Beck Bode LLC
Massachusetts
– -$1.32M -119,718 Closed
MCM
31
McMillion Capital Management
North Carolina
– -$11K -1,010 Closed
CT
32
Cambridge Trust
Massachusetts
– -$3K -245 Closed
1
2