PGZ

Principal Real Estate Income Fund
PGZ

Overview Fund Activity

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.

Holders
24
Holders Change
+5
Holders Change %
+26.32%
% of All Funds
0.55%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
13
Reduced
4
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LCM
1
Laurion Capital Management
New York
$1.36M
2
Invesco
2
Invesco
Georgia
$2.11M
3
MC
3
Matisse Capital
Oregon
$1.13M
4
SFS
4
Shaker Financial Services
Virginia
$980K
5
Bank of America
5
Bank of America
North Carolina
$1.14M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$0
2
VF
2
Virtu Financial
New York
$0
3
UBS Group
3
UBS Group
Switzerland
$390K
4
AG
4
Advisor Group
Arizona
$590K
5
Morgan Stanley
5
Morgan Stanley
New York
$270K
Name Market Value Shares Shares
Change 		Shares
Change %
GC
1
Guggenheim Capital
Illinois
$2.21M 128,651 +17,785 +16%
Invesco
2
Invesco
Georgia
$2.11M 122,504 +70,217 +134%
First Trust Advisors
3
First Trust Advisors
Illinois
$2.04M 118,535 +6,429 +6%
RCM
4
Robinson Capital Management
Michigan
$1.85M 71,649 +10,552 +17%
LCM
5
Laurion Capital Management
New York
$1.36M 78,869 +78,869 New
Wells Fargo
6
Wells Fargo
California
$1.34M 77,904 +9,550 +14%
Bank of America
7
Bank of America
North Carolina
$1.14M 66,527 +31,864 +92%
MC
8
Matisse Capital
Oregon
$1.13M 65,982 +65,982 New
SFS
9
Shaker Financial Services
Virginia
$980K 57,030 +57,030 New
BTS
10
BB&T Securities
Virginia
$824K 47,961 +4,474 +10%
DA
11
Doliver Advisors
Texas
$785K 45,643 +188 +0.4%
AG
12
Advisor Group
Arizona
$590K 34,320 -10,200 -23%
PPA
13
Parametric Portfolio Associates
Washington
$417K 24,274 +2,099 +9%
UBS Group
14
UBS Group
Switzerland
$390K 22,705 -11,082 -33%
RJA
15
Raymond James & Associates
Florida
$388K 22,600 +500 +2%
TJHA
16
Thomas J. Herzfeld Advisors
Florida
$367K 21,325 +11,510 +117%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$290K 16,913 +2,066 +14%
Morgan Stanley
18
Morgan Stanley
New York
$270K 15,682 -1,982 -11%
6M
19
6 Meridian
Kansas
$250K 14,559 +14,559 New
Geode Capital Management
20
Geode Capital Management
Massachusetts
$209K 12,169 +12,169 New
IP
21
Intellectus Partners
California
$119K 6,895 -405 -6%
SWM
22
SeaCrest Wealth Management
New York
$66K 3,864 +3,864 New
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$36K 2,100 +1,800 +600%
GRP
24
Global Retirement Partners
California
$8K 468 +468 New
Ameriprise
25
Ameriprise
Minnesota
– – -58,034 Closed
1
2