PGZ

Principal Real Estate Income Fund
PGZ

Overview Fund Activity

18 hedge funds and large institutions have $12.5M invested in Principal Real Estate Income Fund in 2017 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 5 closing their positions.

Holders
18
Holders Change
-3
Holders Change %
-14.29%
% of All Funds
0.45%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
8
Reduced
6
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
1
Guggenheim Capital
Illinois
$1.38M
2
PPA
2
Parametric Portfolio Associates
Washington
$429K
3
Invesco
3
Invesco
Georgia
$949K
4
First Trust Advisors
4
First Trust Advisors
Illinois
$1.78M
5
AG
5
Advisor Group
Arizona
$791K

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$0
2
UBS Group
2
UBS Group
Switzerland
$1.14M
3
Baird Financial Group
3
Baird Financial Group
Wisconsin
$0
4
CCP
4
Clough Capital Partners
Massachusetts
$0
5
Bank of America
5
Bank of America
North Carolina
$807K
Name Market Value Shares Shares
Change 		Shares
Change %
First Trust Advisors
1
First Trust Advisors
Illinois
$1.78M 98,207 +12,007 +14%
GC
2
Guggenheim Capital
Illinois
$1.38M 75,979 +48,472 +176%
Wells Fargo
3
Wells Fargo
California
$1.14M 63,195 -12,092 -16%
UBS Group
4
UBS Group
Switzerland
$1.14M 63,138 -34,263 -35%
Ameriprise
5
Ameriprise
Minnesota
$1.13M 62,472 -1,136 -2%
RCM
6
Robinson Capital Management
Michigan
$1.11M 61,097 – –
Invesco
7
Invesco
Georgia
$949K 52,469 +14,593 +39%
Bank of America
8
Bank of America
North Carolina
$807K 44,605 -14,269 -24%
AG
9
Advisor Group
Arizona
$791K 43,720 +8,600 +24%
BTS
10
BB&T Securities
Virginia
$640K 35,379 +1,659 +5%
PPA
11
Parametric Portfolio Associates
Washington
$429K 23,696 +23,696 New
RJA
12
Raymond James & Associates
Florida
$333K 18,400 +3,700 +25%
DA
13
Doliver Advisors
Texas
$257K 14,217 -12,040 -46%
Morgan Stanley
14
Morgan Stanley
New York
$255K 14,104 -10,199 -42%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$227K 12,551 +2,293 +22%
IP
16
Intellectus Partners
California
$130K 7,176 +125 +2%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$5K 300 +300 New
RCM
18
Rivernorth Capital Management
Florida
– – -57,928 Closed
Baird Financial Group
19
Baird Financial Group
Wisconsin
– – -32,499 Closed
CCP
20
Clough Capital Partners
Massachusetts
– – -24,812 Closed
PFO
21
Pathstone Family Office
New Jersey
– – -122 Closed
SEI Investments
22
SEI Investments
Pennsylvania
– – -8 Closed
Citigroup
23
Citigroup
New York
$0 13 – –