PGZ

Principal Real Estate Income Fund
PGZ

Overview Fund Activity

23 hedge funds and large institutions have $10.7M invested in Principal Real Estate Income Fund in 2016 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 7 reducing their positions, and 4 closing their positions.

Holders
23
Holders Change
–
Holders Change %
0%
% of All Funds
0.58%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
8
Reduced
7
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$1.45M
2
Bank of America
2
Bank of America
North Carolina
$576K
3
LCM
3
Laurion Capital Management
New York
$328K
4
AG
4
Advisor Group
Arizona
$304K
5
IP
5
Intellectus Partners
California
$149K

Top Sellers

1
Stifel Financial
1
Stifel Financial
Missouri
$0
2
UBS Group
2
UBS Group
Switzerland
$1.6M
3
SFS
3
Shaker Financial Services
Virginia
$190K
4
Morgan Stanley
4
Morgan Stanley
New York
$601K
5
DA
5
Doliver Advisors
Texas
$515K
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$1.6M 100,164 -10,598 -10%
First Trust Advisors
2
First Trust Advisors
Illinois
$1.45M 90,682 +28,513 +46%
Wells Fargo
3
Wells Fargo
California
$1.04M 65,126 +3,317 +5%
Ameriprise
4
Ameriprise
Minnesota
$1.02M 63,789 +898 +1%
RCM
5
Robinson Capital Management
Michigan
$975K 61,097 – –
Morgan Stanley
6
Morgan Stanley
New York
$601K 37,656 -2,241 -6%
Bank of America
7
Bank of America
North Carolina
$576K 36,065 +24,050 +200%
DA
8
Doliver Advisors
Texas
$515K 32,237 -1,117 -3%
Baird Financial Group
9
Baird Financial Group
Wisconsin
$502K 31,460 +1,033 +3%
BTS
10
BB&T Securities
Virginia
$473K 26,843 – –
CCP
11
Clough Capital Partners
Massachusetts
$393K 24,600 -952 -4%
LCM
12
Laurion Capital Management
New York
$328K 20,568 +20,568 New
AG
13
Advisor Group
Arizona
$304K 19,060 +11,100 +139%
Invesco
14
Invesco
Georgia
$285K 17,871 -840 -4%
SFS
15
Shaker Financial Services
Virginia
$190K 11,924 -7,961 -40%
GC
16
Guggenheim Capital
Illinois
$163K 10,157 +43 +0.4%
IP
17
Intellectus Partners
California
$149K 9,322 +9,322 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$55K 3,433 -315 -8%
NFG
19
Next Financial Group
Texas
$32K 2,000 +769 +62%
US Bancorp
20
US Bancorp
Minnesota
$13K 800 – –
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$8K 500 +500 New
BFM
22
Boothbay Fund Management
New York
$829 23,500 +23,500 New
Stifel Financial
23
Stifel Financial
Missouri
– – -42,431 Closed
TRCT
24
Tower Research Capital (TRC)
New York
– – -194 Closed
LTFS
25
Ladenburg Thalmann Financial Services
Florida
– – -40 Closed
1
2