Principal Real Estate Income Fund
16 hedge funds and large institutions have $9.28M invested in Principal Real Estate Income Fund in 2014 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 3 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
171% more capital inflows, than outflows
Capital inflows: $2.59M | Capital outflows: $956K
167% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 3
14% more funds holding
Funds holding: 14 → 16 (+2)
1.24% more ownership
Funds ownership: 5.81% → 7.05% (+1.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
+$1.27M |
| 2 |
Morgan Stanley
New York
|
+$322K |
| 3 |
Baird
Milwaukee,
Wisconsin
|
+$312K |
| 4 |
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$239K |
| 5 |
UBS
Zurich,
Switzerland
|
+$231K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mariner Investment Group
Harrison,
New York
|
-$613K |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
-$305K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$35.9K |
| 4 |
Oppenheimer & Co
New York
|
-$2.84K |
PGZ Hedge Fund Activity: Q2 2014 in Review
16 of the 3,491 institutional investors tracked by Wall St. Rank reported a position in Principal Real Estate Income Fund (PGZ) for Q2 2014, worth a combined $9.28M — up 27% from $7.32M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new PGZ positions and 1 closed out — a net gain of 2 holders — while 8 added to existing stakes and 3 trimmed.
The largest buyer was First Trust Advisors, adding an estimated $1.27M. The largest seller was Mariner Investment Group, cutting an estimated $613K.
- 16 institutional investors held Principal Real Estate Income Fund (PGZ) as of Q2 2014, up from 14 in Q1 2014.
- Funds reported $9.28M of Principal Real Estate Income Fund stock for Q2 2014, up 27% quarter-over-quarter.
- 3 funds opened new Principal Real Estate Income Fund positions in Q2 2014 and 1 closed out, a net change of +2 holders.
- The largest Principal Real Estate Income Fund buyer in Q2 2014 was First Trust Advisors, an estimated $1.27M added.
- The largest Principal Real Estate Income Fund seller in Q2 2014 was Mariner Investment Group, an estimated $613K sold.
Based on aggregated 13F filings for Q2 2014.