PGZ

Principal Real Estate Income Fund
PGZ

Overview Fund Activity

24 hedge funds and large institutions have $9.43M invested in Principal Real Estate Income Fund in 2016 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 11 reducing their positions, and 2 closing their positions.

Holders
24
Holders Change
+2
Holders Change %
+9.09%
% of All Funds
0.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
5
Reduced
11
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCP
1
Clough Capital Partners
Massachusetts
$287K
2
MC
2
Matisse Capital
Oregon
$177K
3
RTS
3
Round Table Services
New Jersey
$172K
4
Invesco
4
Invesco
Georgia
$603K
5
Stifel Financial
5
Stifel Financial
Missouri
$645K

Top Sellers

1
SFS
1
Shaker Financial Services
Virginia
$377K
2
LCM
2
Landscape Capital Management
New Jersey
$0
3
BTS
3
BB&T Securities
Virginia
$450K
4
Morgan Stanley
4
Morgan Stanley
New York
$848K
5
Wells Fargo
5
Wells Fargo
California
$898K
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$1.66M 100,564 -3,590 -3%
First Trust Advisors
2
First Trust Advisors
Illinois
$1.44M 87,035 -851 -1%
Baird Financial Group
3
Baird Financial Group
Wisconsin
$963K 58,359 +2,554 +5%
Wells Fargo
4
Wells Fargo
California
$898K 54,447 -3,685 -6%
Morgan Stanley
5
Morgan Stanley
New York
$848K 51,427 -5,691 -10%
Stifel Financial
6
Stifel Financial
Missouri
$645K 39,088 +5,028 +15%
Invesco
7
Invesco
Georgia
$603K 36,517 +5,789 +19%
BTS
8
BB&T Securities
Virginia
$450K 27,304 -5,933 -18%
SFS
9
Shaker Financial Services
Virginia
$377K 22,844 -21,147 -48%
MIG
10
Mariner Investment Group
New York
$343K 20,773 +3,140 +18%
CCP
11
Clough Capital Partners
Massachusetts
$287K 17,400 +17,400 New
GC
12
Guggenheim Capital
Illinois
$203K 12,321 -748 -6%
MC
13
Matisse Capital
Oregon
$177K 10,700 +10,700 New
RTS
14
Round Table Services
New Jersey
$172K 10,400 +10,400 New
DA
15
Doliver Advisors
Texas
$167K 10,106 -320 -3%
Bank of America
16
Bank of America
North Carolina
$81K 4,929 +128 +3%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$47K 2,842 -708 -20%
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$32K 1,951 – –
IA
19
IFP Advisors
Florida
$18K 965 -100 -9%
US Bancorp
20
US Bancorp
Minnesota
$13K 800 – –
AIG
21
American International Group
New York
$11K 660 – –
MFS
22
MSI Financial Services
Massachusetts
$3K 210 – –
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$1K 40 +40 New
Geode Capital Management
24
Geode Capital Management
Massachusetts
$283 17,153 -2,036 -11%
LCM
25
Landscape Capital Management
New Jersey
– – -10,623 Closed
1
2