PGZ

Principal Real Estate Income Fund
PGZ

Overview Fund Activity

25 hedge funds and large institutions have $18.8M invested in Principal Real Estate Income Fund in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
25
Holders Change
+2
Holders Change %
+8.7%
% of All Funds
0.36%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
5
Reduced
8
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BI
1
Bulldog Investors
New Jersey
$3.22M
2
LCM
2
Landscape Capital Management
New Jersey
$161K
3
SFS
3
Shaker Financial Services
Virginia
$132K
4
UBS Group
4
UBS Group
Switzerland
$106K
5
RP
5
Riverbridge Partners
Minnesota
$1.65M

Top Sellers

1
RVPG
1
Relative Value Partners Group
$0
2
SIA
2
Sit Investment Associates
Minnesota
$0
3
First Trust Advisors
3
First Trust Advisors
Illinois
$391K
4
Osaic Holdings
4
Osaic Holdings
Arizona
$621K
5
IP
5
Intellectus Partners
California
$112K
Name Holding Trade Value Shares
Change 		Shares
Change %
RVPG
26
Relative Value Partners Group
– -$1.39M -140,864 Closed
SIA
27
Sit Investment Associates
Minnesota
– -$598K -57,921 Closed
Bank of America
28
Bank of America
North Carolina
– -$826 -80 Closed
1
2