PGZ

Principal Real Estate Income Fund
PGZ

Overview Fund Activity

23 hedge funds and large institutions have $20.6M invested in Principal Real Estate Income Fund in 2024 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
23
Holders Change
-3
Holders Change %
-11.54%
% of All Funds
0.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
6
Reduced
8
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NA
1
NewEdge Advisors
Louisiana
$123K
2
First Trust Advisors
2
First Trust Advisors
Illinois
$859K
3
BBPWM
3
Blue Bell Private Wealth Management
Pennsylvania
$137K
4
RP
4
Riverbridge Partners
Minnesota
$1.62M
5
SWM
5
SeaCrest Wealth Management
New York
$218K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$4.71M
2
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$0
3
Osaic Holdings
3
Osaic Holdings
Arizona
$738K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
LCM
5
Landscape Capital Management
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LCM
26
Landscape Capital Management
New Jersey
– -$95.7K -10,125 Closed
ASN
27
Advisory Services Network
Georgia
– -$70.1K -7,415 Closed
Fidelity Investments
28
Fidelity Investments
Massachusetts
– -$9 -1 Closed
1
2