PGZ

Principal Real Estate Income Fund
PGZ

Overview Fund Activity

26 hedge funds and large institutions have $23.4M invested in Principal Real Estate Income Fund in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
26
Holders Change
+1
Holders Change %
+4%
% of All Funds
0.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
7
Reduced
9
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$8.15M
2
BI
2
Bulldog Investors
New Jersey
$2.85M
3
SIA
3
Sit Investment Associates
Minnesota
$612K
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$309K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$101K

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$925K
2
CCP
2
Clough Capital Partners
Massachusetts
$0
3
Wells Fargo
3
Wells Fargo
California
$34K
4
QL
4
Quarry LP
New York
$0
5
HCM
5
Hollencrest Capital Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
26
Fidelity Investments
Massachusetts
$9 +$9 +1 New
CCP
27
Clough Capital Partners
Massachusetts
– -$470K -52,029 Closed
QL
28
Quarry LP
New York
– -$176K -19,500 Closed
HCM
29
Hollencrest Capital Management
California
– -$55.4K -6,140 Closed
JPMorgan Chase & Co
30
JPMorgan Chase & Co
New York
– -$9.88K -1,094 Closed
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
– -$2K -177 Closed
1
2