PGZ

Principal Real Estate Income Fund
PGZ

Overview Fund Activity

25 hedge funds and large institutions have $18.9M invested in Principal Real Estate Income Fund in 2023 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 13 increasing their positions, 6 reducing their positions, and 4 closing their positions.

Holders
25
Holders Change
-3
Holders Change %
-10.71%
% of All Funds
0.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
13
Reduced
6
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$4.15M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$1.83M
3
BI
3
Bulldog Investors
New Jersey
$1.71M
4
QL
4
Quarry LP
New York
$176K
5
RP
5
Riverbridge Partners
Minnesota
$1.37M

Top Sellers

1
SCM
1
Saba Capital Management
New York
$5.13M
2
AAS
2
Avantax Advisory Services
Texas
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$2K
4
NA
4
NewEdge Advisors
Louisiana
$0
5
RCM
5
Robinson Capital Management
Michigan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
26
Avantax Advisory Services
Texas
– -$203K -21,501 Closed
NA
27
NewEdge Advisors
Louisiana
– -$140K -14,804 Closed
RCM
28
Robinson Capital Management
Michigan
– -$134K -14,085 Closed
SFS
29
Shaker Financial Services
Virginia
– -$107K -11,315 Closed
1
2