PGZ

Principal Real Estate Income Fund
PGZ

Overview Fund Activity

31 hedge funds and large institutions have $14.8M invested in Principal Real Estate Income Fund in 2018 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 3 increasing their positions, 10 reducing their positions, and 5 closing their positions.

Holders
31
Holders Change
+8
Holders Change %
+34.78%
% of All Funds
0.69%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
3
Reduced
10
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$1.26M
2
CCP
2
Cardan Capital Partners
Colorado
$337K
3
AWCI
3
Alpine Woods Capital Investors
New York
$331K
4
GVAG
4
Great Valley Advisor Group
Delaware
$270K
5
CCP
5
Clough Capital Partners
Massachusetts
$227K

Top Sellers

1
GC
1
Guggenheim Capital
Illinois
$0
2
RCM
2
Robinson Capital Management
Michigan
$1.67M
3
SFS
3
Shaker Financial Services
Virginia
$0
4
DA
4
Doliver Advisors
Texas
$0
5
Wells Fargo
5
Wells Fargo
California
$1.32M
Name Market Value Shares Shares
Change 		Shares
Change %
Invesco
1
Invesco
Georgia
$3.96M 239,197 -5,504 -2%
First Trust Advisors
2
First Trust Advisors
Illinois
$2.19M 132,283 -9,266 -7%
RCM
3
Robinson Capital Management
Michigan
$1.67M 100,965 -21,794 -18%
Wells Fargo
4
Wells Fargo
California
$1.32M 79,974 -17,835 -18%
Bank of America
5
Bank of America
North Carolina
$1.26M 76,018 +21,472 +39%
Morgan Stanley
6
Morgan Stanley
New York
$624K 37,753 -232 -0.6%
AG
7
Advisor Group
Arizona
$612K 37,020 +3,300 +10%
CCP
8
Cardan Capital Partners
Colorado
$337K 20,352 +20,352 New
AWCI
9
Alpine Woods Capital Investors
New York
$331K 20,000 +20,000 New
RJA
10
Raymond James & Associates
Florida
$311K 18,800 -1,500 -7%
GVAG
11
Great Valley Advisor Group
Delaware
$270K 16,325 +16,325 New
IP
12
Intellectus Partners
California
$261K 15,787 -3,096 -16%
CCP
13
Clough Capital Partners
Massachusetts
$227K 13,700 +13,700 New
PAS
14
Park Avenue Securities
New York
$222K 12,937 +12,937 New
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$217K 13,139 +13,139 New
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$212K 12,806 +1,702 +15%
TJHA
17
Thomas J. Herzfeld Advisors
Florida
$208K 12,560 -2,123 -14%
LCM
18
Landscape Capital Management
New Jersey
$168K 10,176 +10,176 New
UBS Group
19
UBS Group
Switzerland
$164K 9,898 -662 -6%
SWM
20
SeaCrest Wealth Management
New York
$53K 3,217 – –
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$44K 2,668 – –
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
$33K 2,000 +2,000 New
FHA
23
Flagship Harbor Advisors
Massachusetts
$33K 2,014 +2,014 New
CFA
24
Carroll Financial Associates
North Carolina
$28K 1,750 -950 -35%
CIAS
25
Capital Investment Advisory Services
North Carolina
$23K 1,400 +1,400 New
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