Principal Real Estate Income Fund
24 hedge funds and large institutions have $19.2M invested in Principal Real Estate Income Fund in 2017 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 4 reducing their positions, and 2 closing their positions.
308% more capital inflows, than outflows
Capital inflows: $6.97M | Capital outflows: $1.71M
250% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 2
225% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 4
26% more funds holding
Funds holding: 19 → 24 (+5)
4.44% more ownership
Funds ownership: 11.2% → 15.64% (+4.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Laurion Capital Management
New York
|
+$1.37M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$1.22M |
| 3 |
Matisse Capital
Portland,
Oregon
|
+$1.14M |
| 4 |
Shaker Financial Services
Arlington,
Virginia
|
+$989K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$552K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$1.04M |
| 2 |
Virtu Financial
New York
|
-$254K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$192K |
| 4 |
Advisor Group
Phoenix,
Arizona
|
-$177K |
| 5 |
Morgan Stanley
New York
|
-$34.4K |
PGZ Hedge Fund Activity: Q4 2017 in Review
24 of the 4,420 institutional investors tracked by Wall St. Rank reported a position in Principal Real Estate Income Fund (PGZ) for Q4 2017, worth a combined $19.2M — up 38% from $13.9M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new PGZ positions and 2 closed out — a net gain of 5 holders — while 13 added to existing stakes and 4 trimmed.
The largest buyer was Laurion Capital Management, opening a new position worth an estimated $1.37M. The largest seller was Ameriprise, exiting entirely with an estimated $1.04M sold.
- 24 institutional investors held Principal Real Estate Income Fund (PGZ) as of Q4 2017, up from 19 in Q3 2017.
- Funds reported $19.2M of Principal Real Estate Income Fund stock for Q4 2017, up 38% quarter-over-quarter.
- 7 funds opened new Principal Real Estate Income Fund positions in Q4 2017 and 2 closed out, a net change of +5 holders.
- The largest Principal Real Estate Income Fund buyer in Q4 2017 was Laurion Capital Management, an estimated $1.37M added.
- The largest Principal Real Estate Income Fund seller in Q4 2017 was Ameriprise, an estimated $1.04M sold.
Based on aggregated 13F filings for Q4 2017.