PGZ
Principal Real Estate Income Fund
25 hedge funds and large institutions have $18.2M invested in Principal Real Estate Income Fund in 2025 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 11 increasing their positions, 8 reducing their positions, and 3 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
25
Holders Change
-3
Holders Change %
-10.71%
% of All Funds
0.34%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
11
Reduced
8
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Raymond James Financial
St Petersburg,
Florida
|
+$201K |
| 2 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$123K |
| 3 |
RP
Riverbridge Partners
Minneapolis,
Minnesota
|
+$55.9K |
| 4 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
+$33.3K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$28.3K |
Top Sellers
| 1 |
SCM
Saba Capital Management
New York
|
-$658K |
| 2 |
Morgan Stanley
New York
|
-$228K |
| 3 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$80.5K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$21.5K |
| 5 |
UPS
UHLMANN PRICE SECURITIES
Skokie,
Illinois
|
-$12.9K |
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
26
Wells Fargo
San Francisco,
California
| $4 | -$14 | -1 | Closed |
|
|
WAM
27
Wolverine Asset Management
Chicago,
Illinois
| – | -$80.5K | -7,649 | Closed |
|
|
CA
28
CoreCap Advisors
Southfield,
Michigan
| – | -$12.6K | -1,200 | Closed |
|