Principal Real Estate Income Fund
23 hedge funds and large institutions have $11.5M 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.
77% more capital inflows, than outflows
Capital inflows: $2.02M | Capital outflows: $1.15M
14% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 7
0.82% more ownership
Funds ownership: 9.16% → 9.98% (+0.82%)
0% more funds holding
Funds holding: 23 → 23 (0)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
+$467K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$394K |
| 3 |
Boothbay Fund Management
New York
|
+$385K |
| 4 |
Laurion Capital Management
New York
|
+$337K |
| 5 |
Advisor Group
Phoenix,
Arizona
|
+$182K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
-$748K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$174K |
| 3 |
Shaker Financial Services
Arlington,
Virginia
|
-$130K |
| 4 |
Morgan Stanley
New York
|
-$36.7K |
| 5 |
Doliver Advisors
Houston,
Texas
|
-$18.3K |
PGZ Hedge Fund Activity: Q4 2016 in Review
23 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in Principal Real Estate Income Fund (PGZ) for Q4 2016, worth a combined $11.5M — up 3.1% from $11.2M a quarter earlier.
Fund positioning in PGZ was balanced in Q4 2016: 4 funds opened new positions, 4 closed out, 8 added to existing stakes and 7 trimmed.
The largest buyer was First Trust Advisors, adding an estimated $467K. The largest seller was Stifel Financial, exiting entirely with an estimated $748K sold.
- 23 institutional investors held Principal Real Estate Income Fund (PGZ) as of Q4 2016, unchanged from Q3 2016.
- Funds reported $11.5M of Principal Real Estate Income Fund stock for Q4 2016, up 3.1% quarter-over-quarter.
- 4 funds opened new Principal Real Estate Income Fund positions in Q4 2016 and 4 closed out, a net change of 0 holders.
- The largest Principal Real Estate Income Fund buyer in Q4 2016 was First Trust Advisors, an estimated $467K added.
- The largest Principal Real Estate Income Fund seller in Q4 2016 was Stifel Financial, an estimated $748K sold.
Based on aggregated 13F filings for Q4 2016.