PGZ

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.

Holders
21
Holders Change
-3
Holders Change %
-12.5%
% of All Funds
0.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
8
Reduced
5
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
UBS Group
1
UBS Group
Switzerland
$1.78M 100,767 +203 +0.2%
First Trust Advisors
2
First Trust Advisors
Illinois
$1.64M 92,796 +5,761 +7%
Wells Fargo
3
Wells Fargo
California
$1.03M 58,330 +3,883 +7%
Ameriprise
4
Ameriprise
Minnesota
$835K 47,187 +47,187 New
Morgan Stanley
5
Morgan Stanley
New York
$822K 46,472 -4,955 -10%
Stifel Financial
6
Stifel Financial
Missouri
$762K 43,056 +3,968 +10%
Invesco
7
Invesco
Georgia
$742K 41,920 +5,403 +15%
Baird Financial Group
8
Baird Financial Group
Wisconsin
$533K 30,124 -28,235 -48%
BTS
9
BB&T Securities
Virginia
$489K 27,683 +379 +1%
CCP
10
Clough Capital Partners
Massachusetts
$289K 16,352 -1,048 -6%
VKH
11
Virtu KCG Holdings
New York
$234K 13,241 +13,241 New
GC
12
Guggenheim Capital
Illinois
$185K 10,449 -1,872 -15%
Bank of America
13
Bank of America
North Carolina
$137K 7,715 +2,786 +57%
AG
14
Advisor Group
Arizona
$55K 3,160 +3,160 New
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$42K 2,374 -468 -16%
Bank of Montreal
16
Bank of Montreal
Ontario, Canada
$35K 1,951
IA
17
IFP Advisors
Florida
$19K 1,065 +100 +10%
US Bancorp
18
US Bancorp
Minnesota
$14K 800
TRCT
19
Tower Research Capital (TRC)
New York
$10K 590 +590 New
MFS
20
MSI Financial Services
Massachusetts
$4K 210
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$1K 40
SFS
22
Shaker Financial Services
Virginia
-22,844 Closed
MIG
23
Mariner Investment Group
New York
-20,773 Closed
Geode Capital Management
24
Geode Capital Management
Massachusetts
-17,153 Closed
MC
25
Matisse Capital
Oregon
-10,700 Closed