PGZ

Principal Real Estate Income Fund
PGZ

Overview Fund Activity

23 hedge funds and large institutions have $18.4M invested in Principal Real Estate Income Fund in 2018 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 11 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
23
Holders Change
-1
Holders Change %
-4.17%
% of All Funds
0.53%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
11
Reduced
10
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
Robinson Capital Management
Michigan
+$854K
2
Morgan Stanley
Morgan Stanley
New York
+$685K
3
Bank of America
Bank of America
North Carolina
+$676K
4
Invesco
Invesco
Georgia
+$499K
5
IP
Intellectus Partners
California
+$198K

Top Sellers

1
LCM
Laurion Capital Management
New York
-$1.36M
2
BTS
BB&T Securities
Virginia
-$318K
3
6M
6 Meridian
Kansas
-$250K
4
Geode Capital Management
Geode Capital Management
Massachusetts
-$209K
5
UBS Group
UBS Group
Switzerland
-$185K
Name Holding Trade Value Shares
Change 		Shares
Change %
Invesco
1
Invesco
Georgia
$2.55M +$499K +29,819 +24%
GC
2
Guggenheim Capital
Illinois
$2.17M +$21.3K +1,271 +1%
RCM
3
Robinson Capital Management
Michigan
$2.05M +$854K +51,110 +71%
First Trust Advisors
4
First Trust Advisors
Illinois
$2.05M +$65.5K +3,916 +3%
Bank of America
5
Bank of America
North Carolina
$1.79M +$676K +40,415 +61%
Wells Fargo
6
Wells Fargo
California
$1.44M +$137K +8,162 +10%
MC
7
Matisse Capital
Oregon
$966K -$138K -8,266 -13%
Morgan Stanley
8
Morgan Stanley
New York
$947K +$685K +40,927 +261%
SFS
9
Shaker Financial Services
Virginia
$864K -$90.5K -5,407 -9%
DA
10
Doliver Advisors
Texas
$586K -$178K -10,639 -23%
AG
11
Advisor Group
Arizona
$489K -$85.3K -5,100 -15%
BTS
12
BB&T Securities
Virginia
$483K -$318K -19,032 -40%
RJA
13
Raymond James & Associates
Florida
$390K +$11.7K +700 +3%
PPA
14
Parametric Portfolio Associates
Washington
$352K -$54.2K -3,241 -13%
TJHA
15
Thomas J. Herzfeld Advisors
Florida
$350K -$6.35K -380 -2%
IP
16
Intellectus Partners
California
$313K +$198K +11,797 +171%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$240K -$42.9K -2,563 -15%
UBS Group
18
UBS Group
Switzerland
$195K -$185K -11,045 -49%
SWM
19
SeaCrest Wealth Management
New York
$62K -$2.73K -163 -4%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$45K +$9.58K +568 +27%
GRP
21
Global Retirement Partners
California
$12K +$4.05K +238 +51%
Citigroup
22
Citigroup
New York
$12K +$12K +690 New
PCG
23
Private Capital Group
Connecticut
$2K +$2K +149 New
LCM
24
Laurion Capital Management
New York
– -$1.36M -78,869 Closed
6M
25
6 Meridian
Kansas
– -$250K -14,559 Closed
1
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