Principal Real Estate Income Fund
24 hedge funds and large institutions have $9.7M 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.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
9% more funds holding
Funds holding: 22 → 24 (+2)
0.02% less ownership
Funds ownership: 8.56% → 8.53% (-0.02%)
4% less capital inflows, than outflows
Capital inflows: $867K | Capital outflows: $902K
55% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Clough Capital Partners
Boston,
Massachusetts
|
+$273K |
| 2 |
Matisse Capital
Portland,
Oregon
|
+$168K |
| 3 |
RTS
Round Table Services
Westfield,
New Jersey
|
+$163K |
| 4 |
Invesco
Atlanta,
Georgia
|
+$91K |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$79K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Shaker Financial Services
Arlington,
Virginia
|
-$332K |
| 2 |
Landscape Capital Management
Englewood,
New Jersey
|
-$177K |
| 3 |
BB&T Securities
Richmond,
Virginia
|
-$93.2K |
| 4 |
Morgan Stanley
New York
|
-$89.4K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$57.9K |
PGZ Hedge Fund Activity: Q1 2016 in Review
24 of the 3,767 institutional investors tracked by Wall St. Rank reported a position in Principal Real Estate Income Fund (PGZ) for Q1 2016, worth a combined $9.7M — down 1.3% from $9.8M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new PGZ positions and 2 closed out — a net gain of 2 holders — while 5 added to existing stakes and 11 trimmed.
The largest buyer was Clough Capital Partners, opening a new position worth an estimated $273K. The largest seller was Shaker Financial Services, cutting an estimated $332K.
- 24 institutional investors held Principal Real Estate Income Fund (PGZ) as of Q1 2016, up from 22 in Q4 2015.
- Funds reported $9.7M of Principal Real Estate Income Fund stock for Q1 2016, down 1.3% quarter-over-quarter.
- 4 funds opened new Principal Real Estate Income Fund positions in Q1 2016 and 2 closed out, a net change of +2 holders.
- The largest Principal Real Estate Income Fund buyer in Q1 2016 was Clough Capital Partners, an estimated $273K added.
- The largest Principal Real Estate Income Fund seller in Q1 2016 was Shaker Financial Services, an estimated $332K sold.
Based on aggregated 13F filings for Q1 2016.