PGZ

Principal Real Estate Income Fund
PGZ

Overview Fund Activity

27 hedge funds and large institutions have $20.1M invested in Principal Real Estate Income Fund in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
27
Holders Change
+2
Holders Change %
+8%
% of All Funds
0.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
6
Reduced
11
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Kovitz Investment Group Partners
1
Kovitz Investment Group Partners
Illinois
$1.48M
2
RCM
2
Robinson Capital Management
Michigan
$487K
3
JWCA
3
J.W. Cole Advisors
Florida
$462K
4
SFS
4
Shaker Financial Services
Virginia
$326K
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$117K

Top Sellers

1
BI
1
Bulldog Investors
New Jersey
$2.04M
2
SCM
2
Saba Capital Management
New York
$5.02M
3
LCM
3
Landscape Capital Management
New Jersey
$0
4
IAIM
4
International Assets Investment Management
Florida
$0
5
UBS Group
5
UBS Group
Switzerland
$49.9K
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
26
CoreCap Advisors
Michigan
$15.6K -$14K -1,250 -47%
TWC
27
TD Waterhouse Canada
Ontario, Canada
$11.2K +$11.2K +1,000 New
Wells Fargo
28
Wells Fargo
California
$4 -$2.06K -202 Closed
LCM
29
Landscape Capital Management
New Jersey
– -$161K -15,759 Closed
IAIM
30
International Assets Investment Management
Florida
– -$134K -13,156 Closed
WAM
31
Wolverine Asset Management
Illinois
– -$43.6K -4,269 Closed
1
2