Principal Real Estate Income Fund
15 hedge funds and large institutions have $9.6M invested in Principal Real Estate Income Fund in 2015 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 9 increasing their positions, 4 reducing their positions, and 2 closing their positions.
125% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 4
125% more capital inflows, than outflows
Capital inflows: $643K | Capital outflows: $286K
0.26% more ownership
Funds ownership: 6.87% → 7.14% (+0.26%)
6% less funds holding
Funds holding: 16 → 15 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$236K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$130K |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$113K |
| 4 |
Raymond James & Associates
St Petersburg,
Florida
|
+$59.3K |
| 5 |
Citigroup
New York
|
+$39.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Baird
Milwaukee,
Wisconsin
|
-$150K |
| 2 |
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
-$39K |
| 3 |
Invesco
Atlanta,
Georgia
|
-$36.2K |
| 4 |
First Trust Advisors
Wheaton,
Illinois
|
-$32.1K |
| 5 |
Oppenheimer & Co
New York
|
-$28.2K |
PGZ Hedge Fund Activity: Q1 2015 in Review
15 of the 3,770 institutional investors tracked by Wall St. Rank reported a position in Principal Real Estate Income Fund (PGZ) for Q1 2015, worth a combined $9.6M — up 8.4% from $8.84M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of PGZ and 1 opened new positions — a net loss of 1 holder — while 4 trimmed existing stakes and 9 added.
The largest buyer was Wells Fargo, adding an estimated $236K. The largest seller was Baird, cutting an estimated $150K.
- 15 institutional investors held Principal Real Estate Income Fund (PGZ) as of Q1 2015, down from 16 in Q4 2014.
- Funds reported $9.6M of Principal Real Estate Income Fund stock for Q1 2015, up 8.4% quarter-over-quarter.
- 1 fund opened new Principal Real Estate Income Fund positions in Q1 2015 and 2 closed out, a net change of -1 holder.
- The largest Principal Real Estate Income Fund buyer in Q1 2015 was Wells Fargo, an estimated $236K added.
- The largest Principal Real Estate Income Fund seller in Q1 2015 was Baird, an estimated $150K sold.
Based on aggregated 13F filings for Q1 2015.