PGZ

Principal Real Estate Income Fund

21 hedge funds and large institutions have $13.6M invested in Principal Real Estate Income Fund in 2017 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 6 closing their positions.

Holders
21
Holders Change
-2
Holders Change %
-8.7%
% of All Funds
0.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
9
Reduced
6
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
UBS Group
1
UBS Group
Switzerland
$1.71M 97,401 -2,763 -3%
First Trust Advisors
2
First Trust Advisors
Illinois
$1.51M 86,200 -4,482 -5%
Wells Fargo
3
Wells Fargo
California
$1.32M 75,287 +10,161 +16%
Ameriprise
4
Ameriprise
Minnesota
$1.12M 63,608 -181 -0.3%
RCM
5
Robinson Capital Management
Michigan
$1.07M 61,097
Bank of America
6
Bank of America
North Carolina
$1.03M 58,874 +22,809 +63%
RCM
7
Rivernorth Capital Management
Florida
$1.02M 57,928 +57,928 New
Invesco
8
Invesco
Georgia
$664K 37,876 +20,005 +112%
AG
9
Advisor Group
Arizona
$616K 35,120 +16,060 +84%
BTS
10
BB&T Securities
Virginia
$591K 33,720 +6,877 +26%
Baird Financial Group
11
Baird Financial Group
Wisconsin
$570K 32,499 +1,039 +3%
GC
12
Guggenheim Capital
Illinois
$483K 27,507 +17,350 +171%
DA
13
Doliver Advisors
Texas
$461K 26,257 -5,980 -19%
CCP
14
Clough Capital Partners
Massachusetts
$435K 24,812 +212 +0.9%
Morgan Stanley
15
Morgan Stanley
New York
$426K 24,303 -13,353 -35%
RJA
16
Raymond James & Associates
Florida
$258K 14,700 +14,700 New
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$180K 10,258 +6,825 +199%
IP
18
Intellectus Partners
California
$124K 7,051 -2,271 -24%
PFO
19
Pathstone Family Office
New Jersey
$2K 122 +122 New
BFM
20
Boothbay Fund Management
New York
-23,500 Closed
LCM
21
Laurion Capital Management
New York
-20,568 Closed
SFS
22
Shaker Financial Services
Virginia
-11,924 Closed
NFG
23
Next Financial Group
Texas
-2,000 Closed
US Bancorp
24
US Bancorp
Minnesota
-800 Closed
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
-500 Closed