Principal Real Estate Income Fund
19 hedge funds and large institutions have $9.57M invested in Principal Real Estate Income Fund in 2015 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 7 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
19% more funds holding
Funds holding: 16 → 19 (+3)
2% more capital invested
Capital invested by funds: $9.35M → $9.57M (+$224K)
0.75% more ownership
Funds ownership: 7.3% → 8.04% (+0.75%)
14% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BTS
BB&T Securities
Richmond,
Virginia
|
+$531K |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
+$480K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$366K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$60.1K |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$44.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VKH
Virtu KCG Holdings
New York
|
-$308K |
| 2 |
Wells Fargo
San Francisco,
California
|
-$118K |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$111K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$71.1K |
| 5 |
Invesco
Atlanta,
Georgia
|
-$54.2K |
PGZ Hedge Fund Activity: Q3 2015 in Review
19 of the 3,590 institutional investors tracked by Wall St. Rank reported a position in Principal Real Estate Income Fund (PGZ) for Q3 2015, worth a combined $9.57M — up 2.4% from $9.35M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new PGZ positions and 2 closed out — a net gain of 3 holders — while 6 added to existing stakes and 7 trimmed.
The largest buyer was BB&T Securities, opening a new position worth an estimated $531K. The largest seller was Virtu KCG Holdings, exiting entirely with an estimated $308K sold.
- 19 institutional investors held Principal Real Estate Income Fund (PGZ) as of Q3 2015, up from 16 in Q2 2015.
- Funds reported $9.57M of Principal Real Estate Income Fund stock for Q3 2015, up 2.4% quarter-over-quarter.
- 5 funds opened new Principal Real Estate Income Fund positions in Q3 2015 and 2 closed out, a net change of +3 holders.
- The largest Principal Real Estate Income Fund buyer in Q3 2015 was BB&T Securities, an estimated $531K added.
- The largest Principal Real Estate Income Fund seller in Q3 2015 was Virtu KCG Holdings, an estimated $308K sold.
Based on aggregated 13F filings for Q3 2015.