PGZ

Principal Real Estate Income Fund
PGZ

Overview Fund Activity

28 hedge funds and large institutions have $18.7M invested in Principal Real Estate Income Fund in 2024 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 5 reducing their positions, and 4 closing their positions.

Holders
28
Holders Change
+1
Holders Change %
+3.7%
% of All Funds
0.37%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
11
Reduced
5
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BI
1
Bulldog Investors
New Jersey
$3.65M
2
WAM
2
Wolverine Asset Management
Illinois
$557K
3
JWCA
3
J.W. Cole Advisors
Florida
$741K
4
SFS
4
Shaker Financial Services
Virginia
$514K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$120K

Top Sellers

1
Kovitz Investment Group Partners
1
Kovitz Investment Group Partners
Illinois
$0
2
SCM
2
Saba Capital Management
New York
$3.97M
3
RP
3
Riverbridge Partners
Minnesota
$1.22M
4
NA
4
NewEdge Advisors
Louisiana
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$4.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
NWMP
26
Noble Wealth Management PBC
Colorado
$9.88K +$9.88K +1,000 New
Wells Fargo
27
Wells Fargo
California
$2.68K +$2.68K +272 New
MSWA
28
Marshall & Sterling Wealth Advisors
New York
$1.06K +$1.06K +108 New
Kovitz Investment Group Partners
29
Kovitz Investment Group Partners
Illinois
– -$1.48M -134,739 Closed
NA
30
NewEdge Advisors
Louisiana
– -$118K -10,600 Closed
EWA
31
EverSource Wealth Advisors
Alabama
– -$46.4K -4,149 Closed
CA
32
CoreCap Advisors
Michigan
– -$15.6K -1,400 Closed
1
2