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PGZ

Principal Real Estate Income Fund

6 hedge funds and large institutions have $2.44M invested in Principal Real Estate Income Fund in 2013 Q3 according to their latest regulatory filings, with 6 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

2.18% more ownership

Funds ownership: 0%2.18% (+2.2%)

Holders
6
Holders Change
+6
Holders Change %
% of All Funds
0.19%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OC
1
Oppenheimer & Co
New York
$1.01M +$1.07M +56,600 New
U
2
UBS
Switzerland
$918K +$970K +51,518 New
Wells Fargo
3
Wells Fargo
California
$448K +$474K +25,165 New
Deutsche Bank
4
Deutsche Bank
Germany
$34K +$37.6K +2,000 New
TRCT
5
Tower Research Capital (TRC)
New York
$29K +$30.6K +1,626 New
Citigroup
6
Citigroup
New York
$5K +$5.03K +267 New

PGZ Hedge Fund Activity: Q3 2013 in Review

6 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in Principal Real Estate Income Fund (PGZ) for Q3 2013, worth a combined $2.44M.

Buyers outnumbered sellers: 6 funds opened new PGZ positions and 0 closed out — a net gain of 6 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Oppenheimer & Co, opening a new position worth an estimated $1.07M.

  • 6 institutional investors held Principal Real Estate Income Fund (PGZ) as of Q3 2013, up from 0 in Q2 2013.
  • Funds reported $2.44M of Principal Real Estate Income Fund stock for Q3 2013.
  • 6 funds opened new Principal Real Estate Income Fund positions in Q3 2013 and 0 closed out, a net change of +6 holders.
  • The largest Principal Real Estate Income Fund buyer in Q3 2013 was Oppenheimer & Co, an estimated $1.07M added.

Based on aggregated 13F filings for Q3 2013.