Principal Real Estate Income Fund
31 hedge funds and large institutions have $18.1M invested in Principal Real Estate Income Fund in 2026 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 13 increasing their positions, 6 reducing their positions, and 5 closing their positions.
117% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 6
21% more capital invested
Capital invested by funds: $15M → $18.1M (+$3.08M)
2.96% more ownership
Funds ownership: 23.25% → 26.21% (+3%)
9% less funds holding
Funds holding: 34 → 31 (-3)
60% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
+$1.15M |
| 2 |
Lido Advisors
Los Angeles,
California
|
+$1.04M |
| 3 |
Morgan Stanley
New York
|
+$462K |
| 4 |
Raymond James Financial
St Petersburg,
Florida
|
+$141K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$100K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$315K |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$175K |
| 3 |
RA
RFG Advisory
Birmingham,
Alabama
|
-$132K |
| 4 |
UPS
UHLMANN PRICE SECURITIES
Skokie,
Illinois
|
-$115K |
| 5 |
IAS
Integrity Advisory Solutions
Dallas,
Texas
|
-$109K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GJIA
26
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
| $14.6K | – | – | – |
|
|
TWC
27
TD Waterhouse Canada
Toronto,
Ontario, Canada
| $10.3K | – | – | – |
|
|
TJHA
28
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
| $9.34K | +$10 | +1 | +0.1% |
|
|
HWP
29
Highline Wealth Partners
Sherman Oaks,
California
| $5.14K | – | – | – |
|
|
IWC
30
Integrated Wealth Concepts
Waltham,
Massachusetts
| $2.23K | +$2.17K | +217 | New |
|
31
Fifth Third Bancorp
Cincinnati,
Ohio
| $247 | – | – | – |
|
|
WAM
32
Wolverine Asset Management
Chicago,
Illinois
| – | -$175K | -18,174 | Closed |
|
|
RA
33
RFG Advisory
Birmingham,
Alabama
| – | -$132K | -13,774 | Closed |
|
|
UPS
34
UHLMANN PRICE SECURITIES
Skokie,
Illinois
| – | -$115K | -11,926 | Closed |
|
|
IAS
35
Integrity Advisory Solutions
Dallas,
Texas
| – | -$109K | -11,325 | Closed |
|
|
ASN
36
Advisory Services Network
Atlanta,
Georgia
| – | -$5.99K | -623 | Closed |
|
PGZ Hedge Fund Activity: Q2 2026 in Review
31 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Principal Real Estate Income Fund (PGZ) for Q2 2026, worth a combined $18.1M — up 21% from $15M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of PGZ and 2 opened new positions — a net loss of 3 holders — while 6 trimmed existing stakes and 13 added.
The largest buyer was J.W. Cole Advisors, opening a new position worth an estimated $1.15M. The largest seller was Shaker Financial Services, cutting an estimated $315K.
- 31 institutional investors held Principal Real Estate Income Fund (PGZ) as of Q2 2026, down from 34 in Q1 2026.
- Funds reported $18.1M of Principal Real Estate Income Fund stock for Q2 2026, up 21% quarter-over-quarter.
- 2 funds opened new Principal Real Estate Income Fund positions in Q2 2026 and 5 closed out, a net change of -3 holders.
- The largest Principal Real Estate Income Fund buyer in Q2 2026 was J.W. Cole Advisors, an estimated $1.15M added.
- The largest Principal Real Estate Income Fund seller in Q2 2026 was Shaker Financial Services, an estimated $315K sold.
Based on aggregated 13F filings for Q2 2026.