Principal Real Estate Income Fund
28 hedge funds and large institutions have $19.2M invested in Principal Real Estate Income Fund in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 9 reducing their positions, and 5 closing their positions.
3% more capital invested
Capital invested by funds: $18.7M → $19.2M (+$493K)
0% more funds holding
Funds holding: 28 → 28 (0)
0% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 5
1.03% less ownership
Funds ownership: 28.34% → 27.31% (-1%)
22% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NAS
NWF Advisory Services
Los Angeles,
California
|
+$460K |
| 2 |
SCM
Saba Capital Management
New York
|
+$232K |
| 3 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
+$210K |
| 4 |
CCFM
Clear Creek Financial Management
Silverdale,
Washington
|
+$174K |
| 5 |
RA
RFG Advisory
Birmingham,
Alabama
|
+$160K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$514K |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$503K |
| 3 |
SA
Sanctuary Advisors
Indianapolis,
Indiana
|
-$419K |
| 4 |
Morgan Stanley
New York
|
-$205K |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$148K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NWMP
26
Noble Wealth Management PBC
Greenwood Village,
Colorado
| $10.5K | – | – | – |
|
|
MSWA
27
Marshall & Sterling Wealth Advisors
Poughkeepsie,
New York
| $1.17K | +$31 | +3 | +3% |
|
28
Wells Fargo
San Francisco,
California
| $14 | -$2.8K | -271 | -100% |
|
|
SFS
29
Shaker Financial Services
Arlington,
Virginia
| – | -$514K | -52,041 | Closed |
|
|
SA
30
Sanctuary Advisors
Indianapolis,
Indiana
| – | -$419K | -41,050 | Closed |
|
|
31
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$148K | -15,000 | Closed |
|
32
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$120K | -12,117 | Closed |
|
|
IP
33
Intellectus Partners
San Francisco,
California
| – | -$101K | -10,234 | Closed |
|
PGZ Hedge Fund Activity: Q1 2025 in Review
28 of the 7,462 institutional investors tracked by Wall St. Rank reported a position in Principal Real Estate Income Fund (PGZ) for Q1 2025, worth a combined $19.2M — up 2.6% from $18.7M a quarter earlier.
Fund positioning in PGZ was balanced in Q1 2025: 5 funds opened new positions, 5 closed out, 7 added to existing stakes and 9 trimmed.
The largest buyer was NWF Advisory Services, opening a new position worth an estimated $460K. The largest seller was Shaker Financial Services, exiting entirely with an estimated $514K sold.
- 28 institutional investors held Principal Real Estate Income Fund (PGZ) as of Q1 2025, unchanged from Q4 2024.
- Funds reported $19.2M of Principal Real Estate Income Fund stock for Q1 2025, up 2.6% quarter-over-quarter.
- 5 funds opened new Principal Real Estate Income Fund positions in Q1 2025 and 5 closed out, a net change of 0 holders.
- The largest Principal Real Estate Income Fund buyer in Q1 2025 was NWF Advisory Services, an estimated $460K added.
- The largest Principal Real Estate Income Fund seller in Q1 2025 was Shaker Financial Services, an estimated $514K sold.
Based on aggregated 13F filings for Q1 2025.