PGZ

Principal Real Estate Income Fund

23 hedge funds and large institutions have $15.6M invested in Principal Real Estate Income Fund in 2018 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 5 increasing their positions, 6 reducing their positions, and 4 closing their positions.

Holders
23
Holders Change
+2
Holders Change %
+9.52%
% of All Funds
0.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
5
Reduced
6
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Invesco
1
Invesco
Georgia
$4.22M 244,701 +42,233 +21%
First Trust Advisors
2
First Trust Advisors
Illinois
$2.44M 141,549 +3,203 +2%
RCM
3
Robinson Capital Management
Michigan
$2.12M 122,759
Wells Fargo
4
Wells Fargo
California
$1.69M 97,809 +15,053 +18%
Bank of America
5
Bank of America
North Carolina
$940K 54,546 -74,694 -58%
GC
6
Guggenheim Capital
Illinois
$822K 47,704 -41,430 -46%
Morgan Stanley
7
Morgan Stanley
New York
$655K 37,985 -8,007 -17%
AG
8
Advisor Group
Arizona
$581K 33,720 +2,700 +9%
RJA
9
Raymond James & Associates
Florida
$350K 20,300
SFS
10
Shaker Financial Services
Virginia
$339K 19,645 +19,645 New
IP
11
Intellectus Partners
California
$326K 18,883 +94 +0.5%
DA
12
Doliver Advisors
Texas
$303K 17,594 +17,594 New
TJHA
13
Thomas J. Herzfeld Advisors
Florida
$253K 14,683 -6,024 -29%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$191K 11,104 -1,149 -9%
UBS Group
15
UBS Group
Switzerland
$182K 10,560 -2,175 -17%
SWM
16
SeaCrest Wealth Management
New York
$55K 3,217
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$46K 2,668
CFA
18
Carroll Financial Associates
North Carolina
$46K 2,700 +2,700 New
FDCDDQ
19
Federation des caisses Desjardins du Quebec
Quebec, Canada
$17.2K 1,000 +1,000 New
GRP
20
Global Retirement Partners
California
$15K 883
FHB
21
First Hawaiian Bank
Hawaii
$5K 300 +300 New
PCG
22
Private Capital Group
Connecticut
$2K 149
Citigroup
23
Citigroup
New York
$1K 85 +85 New
PPA
24
Parametric Portfolio Associates
Washington
-21,734 Closed
PAS
25
Park Avenue Securities
New York
-11,902 Closed