PGZ

Principal Real Estate Income Fund

22 hedge funds and large institutions have $9.85M invested in Principal Real Estate Income Fund in 2015 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 4 increasing their positions, 7 reducing their positions, and 5 closing their positions.

Holders
22
Holders Change
+3
Holders Change %
+15.79%
% of All Funds
0.58%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
4
Reduced
7
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
UBS Group
1
UBS Group
Switzerland
$1.74M 104,154 -3,245 -3%
First Trust Advisors
2
First Trust Advisors
Illinois
$1.47M 87,886 -6,653 -7%
Wells Fargo
3
Wells Fargo
California
$970K 58,132 +672 +1%
Morgan Stanley
4
Morgan Stanley
New York
$953K 57,118 +11,866 +26%
Baird Financial Group
5
Baird Financial Group
Wisconsin
$931K 55,805 -12,905 -19%
SFS
6
Shaker Financial Services
Virginia
$734K 43,991 +43,991 New
Stifel Financial
7
Stifel Financial
Missouri
$568K 34,060 +34,060 New
BTS
8
BB&T Securities
Virginia
$554K 33,237 +3,394 +11%
Invesco
9
Invesco
Georgia
$513K 30,728 -1,276 -4%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$320K 19,189 +19,189 New
MIG
11
Mariner Investment Group
New York
$294K 17,633 +17,633 New
GC
12
Guggenheim Capital
Illinois
$219K 13,069 -141 -1%
LCM
13
Landscape Capital Management
New Jersey
$177K 10,623 +10,623 New
DA
14
Doliver Advisors
Texas
$174K 10,426 +10,426 New
Bank of America
15
Bank of America
North Carolina
$80K 4,801 -1,880 -28%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$59K 3,550 -1,500 -30%
Bank of Montreal
17
Bank of Montreal
Ontario, Canada
$33K 1,951
TRCT
18
Tower Research Capital (TRC)
New York
$21K 1,279 +1,179 +1,179%
IA
19
IFP Advisors
Florida
$18K 1,065 +1,065 New
US Bancorp
20
US Bancorp
Minnesota
$13K 800 +800 New
AIG
21
American International Group
New York
$11K 660
MFS
22
MSI Financial Services
Massachusetts
$4K 210
OC
23
Oppenheimer & Co
New York
-42,200 Closed
AllianceBernstein
24
AllianceBernstein
Tennessee
-27,000 Closed
RJA
25
Raymond James & Associates
Florida
-19,200 Closed