Principal Real Estate Income Fund
21 hedge funds and large institutions have $9.67M invested in Principal Real Estate Income Fund in 2016 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 5 reducing their positions, and 7 closing their positions.
60% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 5
1% less capital invested
Capital invested by funds: $9.72M → $9.67M (-$51K)
0.62% less ownership
Funds ownership: 8.53% → 7.92% (-0.62%)
13% less funds holding
Funds holding: 24 → 21 (-3)
43% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$812K |
| 2 |
VKH
Virtu KCG Holdings
New York
|
+$228K |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
+$99.2K |
| 4 |
Invesco
Atlanta,
Georgia
|
+$93K |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$68.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$486K |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$377K |
| 3 |
MIG
Mariner Investment Group
Harrison,
New York
|
-$343K |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
-$283K |
| 5 |
MC
Matisse Capital
Portland,
Oregon
|
-$177K |
PGZ Hedge Fund Activity: Q2 2016 in Review
21 of the 3,756 institutional investors tracked by Wall St. Rank reported a position in Principal Real Estate Income Fund (PGZ) for Q2 2016, worth a combined $9.67M — down 0.52% from $9.72M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of PGZ and 4 opened new positions — a net loss of 3 holders — while 5 trimmed existing stakes and 8 added.
The largest buyer was Ameriprise, opening a new position worth an estimated $812K. The largest seller was Baird Financial Group, cutting an estimated $486K.
- 21 institutional investors held Principal Real Estate Income Fund (PGZ) as of Q2 2016, down from 24 in Q1 2016.
- Funds reported $9.67M of Principal Real Estate Income Fund stock for Q2 2016, down 0.52% quarter-over-quarter.
- 4 funds opened new Principal Real Estate Income Fund positions in Q2 2016 and 7 closed out, a net change of -3 holders.
- The largest Principal Real Estate Income Fund buyer in Q2 2016 was Ameriprise, an estimated $812K added.
- The largest Principal Real Estate Income Fund seller in Q2 2016 was Baird Financial Group, an estimated $486K sold.
Based on aggregated 13F filings for Q2 2016.