Principal Real Estate Income Fund
16 hedge funds and large institutions have $9.35M invested in Principal Real Estate Income Fund in 2015 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 6 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
7% more funds holding
Funds holding: 15 → 16 (+1)
0.16% more ownership
Funds ownership: 7.14% → 7.3% (+0.16%)
3% less capital invested
Capital invested by funds: $9.59M → $9.35M (-$243K)
50% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VKH
Virtu KCG Holdings
New York
|
+$322K |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$208K |
| 3 |
Morgan Stanley
New York
|
+$57.1K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$51.2K |
| 5 |
OC
Oppenheimer & Co
New York
|
+$31.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$120K |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$117K |
| 3 |
Invesco
Atlanta,
Georgia
|
-$94.5K |
| 4 |
Citigroup
New York
|
-$40K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$27.2K |
PGZ Hedge Fund Activity: Q2 2015 in Review
16 of the 3,730 institutional investors tracked by Wall St. Rank reported a position in Principal Real Estate Income Fund (PGZ) for Q2 2015, worth a combined $9.35M — down 2.5% from $9.59M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new PGZ positions and 2 closed out — a net gain of 2 holders — while 3 added to existing stakes and 6 trimmed.
The largest buyer was Virtu KCG Holdings, opening a new position worth an estimated $322K. The largest seller was Wells Fargo, cutting an estimated $120K.
- 16 institutional investors held Principal Real Estate Income Fund (PGZ) as of Q2 2015, up from 15 in Q1 2015.
- Funds reported $9.35M of Principal Real Estate Income Fund stock for Q2 2015, down 2.5% quarter-over-quarter.
- 4 funds opened new Principal Real Estate Income Fund positions in Q2 2015 and 2 closed out, a net change of +2 holders.
- The largest Principal Real Estate Income Fund buyer in Q2 2015 was Virtu KCG Holdings, an estimated $322K added.
- The largest Principal Real Estate Income Fund seller in Q2 2015 was Wells Fargo, an estimated $120K sold.
Based on aggregated 13F filings for Q2 2015.