PGZ

Principal Real Estate Income Fund
PGZ

Overview Fund Activity

23 hedge funds and large institutions have $11.2M invested in Principal Real Estate Income Fund in 2016 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 7 reducing their positions, and 4 closing their positions.

Holders
23
Holders Change
+2
Holders Change %
+9.52%
% of All Funds
0.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
8
Reduced
7
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Robinson Capital Management
Michigan
$1.08M
2
DA
2
Doliver Advisors
Texas
$589K
3
SFS
3
Shaker Financial Services
Virginia
$351K
4
Ameriprise
4
Ameriprise
Minnesota
$1.11M
5
UBS Group
5
UBS Group
Switzerland
$1.96M

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$1.1M
2
Invesco
2
Invesco
Georgia
$330K
3
VKH
3
Virtu KCG Holdings
New York
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$704K
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$1.96M 110,762 +9,995 +10%
Ameriprise
2
Ameriprise
Minnesota
$1.11M 62,891 +15,704 +33%
First Trust Advisors
3
First Trust Advisors
Illinois
$1.1M 62,169 -30,627 -33%
Wells Fargo
4
Wells Fargo
California
$1.09M 61,809 +3,479 +6%
RCM
5
Robinson Capital Management
Michigan
$1.08M 61,097 +61,097 New
Stifel Financial
6
Stifel Financial
Missouri
$748K 42,431 -625 -1%
Morgan Stanley
7
Morgan Stanley
New York
$704K 39,897 -6,575 -14%
DA
8
Doliver Advisors
Texas
$589K 33,354 +33,354 New
Baird Financial Group
9
Baird Financial Group
Wisconsin
$537K 30,427 +303 +1%
BTS
10
BB&T Securities
Virginia
$473K 26,843 -840 -3%
CCP
11
Clough Capital Partners
Massachusetts
$451K 25,552 +9,200 +56%
SFS
12
Shaker Financial Services
Virginia
$351K 19,885 +19,885 New
Invesco
13
Invesco
Georgia
$330K 18,711 -23,209 -55%
Bank of America
14
Bank of America
North Carolina
$212K 12,015 +4,300 +56%
GC
15
Guggenheim Capital
Illinois
$179K 10,114 -335 -3%
AG
16
Advisor Group
Arizona
$141K 7,960 +4,800 +152%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$66K 3,748 +1,374 +58%
NFG
18
Next Financial Group
Texas
$22K 1,231 +1,231 New
US Bancorp
19
US Bancorp
Minnesota
$14K 800 – –
TRCT
20
Tower Research Capital (TRC)
New York
$3K 194 -396 -67%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$1K 40 – –
VKH
22
Virtu KCG Holdings
New York
– – -13,241 Closed
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
– – -1,951 Closed
IA
24
IFP Advisors
Florida
– – -1,065 Closed
MFS
25
MSI Financial Services
Massachusetts
– – -210 Closed
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