PGZ

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.

Holders
19
Holders Change
+1
Holders Change %
+5.56%
% of All Funds
0.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
10
Reduced
5
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
First Trust Advisors
1
First Trust Advisors
Illinois
$2.01M 112,106 +13,899 +14%
GC
2
Guggenheim Capital
Illinois
$1.99M 110,866 +34,887 +46%
Wells Fargo
3
Wells Fargo
California
$1.23M 68,354 +5,159 +8%
RCM
4
Robinson Capital Management
Michigan
$1.1M 61,097
Ameriprise
5
Ameriprise
Minnesota
$1.04M 58,034 -4,438 -7%
Invesco
6
Invesco
Georgia
$939K 52,287 -182 -0.3%
DA
7
Doliver Advisors
Texas
$816K 45,455 +31,238 +220%
AG
8
Advisor Group
Arizona
$800K 44,520 +800 +2%
BTS
9
BB&T Securities
Virginia
$781K 43,487 +8,108 +23%
Bank of America
10
Bank of America
North Carolina
$623K 34,663 -9,942 -22%
UBS Group
11
UBS Group
Switzerland
$607K 33,787 -29,351 -46%
PPA
12
Parametric Portfolio Associates
Washington
$398K 22,175 -1,521 -6%
RJA
13
Raymond James & Associates
Florida
$397K 22,100 +3,700 +20%
Morgan Stanley
14
Morgan Stanley
New York
$317K 17,664 +3,560 +25%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$266K 14,847 +2,296 +18%
VF
16
Virtu Financial
New York
$254K 14,135 +14,135 New
TJHA
17
Thomas J. Herzfeld Advisors
Florida
$176K 9,815 +9,815 New
IP
18
Intellectus Partners
California
$131K 7,300 +124 +2%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$5K 300
Citigroup
20
Citigroup
New York
-13 Closed
TRCT
21
Tower Research Capital (TRC)
New York