Principal Real Estate Income Fund
19 hedge funds and large institutions have $13.9M invested in Principal Real Estate Income Fund in 2017 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 10 increasing their positions, 5 reducing their positions, and 1 closing their positions.
181% more capital inflows, than outflows
Capital inflows: $2.35M | Capital outflows: $835K
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
100% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 5
6% more funds holding
Funds holding: 18 → 19 (+1)
1.19% more ownership
Funds ownership: 10.01% → 11.2% (+1.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Guggenheim Capital
Chicago,
Illinois
|
+$641K |
| 2 |
Doliver Advisors
Houston,
Texas
|
+$574K |
| 3 |
Virtu Financial
New York
|
+$260K |
| 4 |
First Trust Advisors
Wheaton,
Illinois
|
+$255K |
| 5 |
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
+$180K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$539K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$183K |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$81.5K |
| 4 |
Parametric Portfolio Associates
Seattle,
Washington
|
-$27.9K |
| 5 |
Invesco
Atlanta,
Georgia
|
-$3.34K |
PGZ Hedge Fund Activity: Q3 2017 in Review
19 of the 4,023 institutional investors tracked by Wall St. Rank reported a position in Principal Real Estate Income Fund (PGZ) for Q3 2017, worth a combined $13.9M — up 11% from $12.5M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new PGZ positions and 1 closed out — a net gain of 1 holder — while 10 added to existing stakes and 5 trimmed.
The largest buyer was Guggenheim Capital, adding an estimated $641K. The largest seller was UBS Group, cutting an estimated $539K.
- 19 institutional investors held Principal Real Estate Income Fund (PGZ) as of Q3 2017, up from 18 in Q2 2017.
- Funds reported $13.9M of Principal Real Estate Income Fund stock for Q3 2017, up 11% quarter-over-quarter.
- 2 funds opened new Principal Real Estate Income Fund positions in Q3 2017 and 1 closed out, a net change of +1 holder.
- The largest Principal Real Estate Income Fund buyer in Q3 2017 was Guggenheim Capital, an estimated $641K added.
- The largest Principal Real Estate Income Fund seller in Q3 2017 was UBS Group, an estimated $539K sold.
Based on aggregated 13F filings for Q3 2017.