PGZ

Principal Real Estate Income Fund
PGZ

Overview Fund Activity

21 hedge funds and large institutions have $17.4M invested in Principal Real Estate Income Fund in 2018 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 8 reducing their positions, and 4 closing their positions.

Holders
21
Holders Change
-2
Holders Change %
-8.7%
% of All Funds
0.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
8
Reduced
8
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
1
Invesco
Georgia
$3.59M
2
Bank of America
2
Bank of America
North Carolina
$2.29M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$2.46M
4
PAS
4
Park Avenue Securities
New York
$211K
5
AG
5
Advisor Group
Arizona
$551K

Top Sellers

1
MC
1
Matisse Capital
Oregon
$0
2
SFS
2
Shaker Financial Services
Virginia
$0
3
GC
3
Guggenheim Capital
Illinois
$1.58M
4
DA
4
Doliver Advisors
Texas
$0
5
BTS
5
BB&T Securities
Virginia
$200K
Name Market Value Shares Shares
Change 		Shares
Change %
Invesco
1
Invesco
Georgia
$3.59M 202,468 +50,145 +33%
First Trust Advisors
2
First Trust Advisors
Illinois
$2.46M 138,346 +15,895 +13%
Bank of America
3
Bank of America
North Carolina
$2.29M 129,240 +22,298 +21%
RCM
4
Robinson Capital Management
Michigan
$2.18M 122,759 – –
GC
5
Guggenheim Capital
Illinois
$1.58M 89,134 -40,788 -31%
Wells Fargo
6
Wells Fargo
California
$1.47M 82,756 -3,310 -4%
Morgan Stanley
7
Morgan Stanley
New York
$816K 45,992 -10,617 -19%
AG
8
Advisor Group
Arizona
$551K 31,020 +1,800 +6%
PPA
9
Parametric Portfolio Associates
Washington
$386K 21,734 +701 +3%
TJHA
10
Thomas J. Herzfeld Advisors
Florida
$368K 20,707 -238 -1%
RJA
11
Raymond James & Associates
Florida
$360K 20,300 -3,000 -13%
IP
12
Intellectus Partners
California
$333K 18,789 +97 +0.5%
UBS Group
13
UBS Group
Switzerland
$226K 12,735 +1,075 +9%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$217K 12,253 -2,097 -15%
PAS
15
Park Avenue Securities
New York
$211K 11,902 +11,902 New
BTS
16
BB&T Securities
Virginia
$200K 11,272 -17,657 -61%
SWM
17
SeaCrest Wealth Management
New York
$57K 3,217 -484 -13%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$45K 2,668 – –
AC
19
Avestar Capital
New York
$20K 1,180 +1,180 New
GRP
20
Global Retirement Partners
California
$16K 883 +177 +25%
PCG
21
Private Capital Group
Connecticut
$2K 149 – –
MC
22
Matisse Capital
Oregon
– – -57,716 Closed
SFS
23
Shaker Financial Services
Virginia
– – -51,623 Closed
DA
24
Doliver Advisors
Texas
– – -35,004 Closed
Citigroup
25
Citigroup
New York
– – -690 Closed
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