PGZ

Principal Real Estate Income Fund
PGZ

Overview Fund Activity

33 hedge funds and large institutions have $16.7M invested in Principal Real Estate Income Fund in 2019 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
33
Holders Change
+2
Holders Change %
+6.45%
% of All Funds
0.72%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
12
Reduced
5
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCP
Cardan Capital Partners
Colorado
+$454K
2
Morgan Stanley
Morgan Stanley
New York
+$443K
3
6M
6 Meridian
Kansas
+$201K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$132K
5
LTFS
Ladenburg Thalmann Financial Services
Florida
+$82.2K

Top Sellers

1
Invesco
Invesco
Georgia
-$823K
2
CCP
Clough Capital Partners
Massachusetts
-$227K
3
LCM
Landscape Capital Management
New Jersey
-$168K
4
UBS Group
UBS Group
Switzerland
-$79.7K
5
Wells Fargo
Wells Fargo
California
-$77.7K
Name Holding Trade Value Shares
Change 		Shares
Change %
Invesco
1
Invesco
Georgia
$3.64M -$823K -44,174 -18%
First Trust Advisors
2
First Trust Advisors
Illinois
$2.52M +$58.3K +3,129 +2%
RCM
3
Robinson Capital Management
Michigan
$1.88M – – –
Wells Fargo
4
Wells Fargo
California
$1.41M -$77.7K -4,168 -5%
Bank of America
5
Bank of America
North Carolina
$1.41M -$8.37K -449 -0.6%
Morgan Stanley
6
Morgan Stanley
New York
$1.15M +$443K +23,753 +63%
CCP
7
Cardan Capital Partners
Colorado
$833K +$454K +24,322 +120%
AG
8
Advisor Group
Arizona
$627K -$63.4K -3,400 -9%
AWCI
9
Alpine Woods Capital Investors
New York
$373K – – –
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$371K +$132K +7,086 +55%
RJA
11
Raymond James & Associates
Florida
$350K – – –
IP
12
Intellectus Partners
California
$333K +$39K +2,093 +13%
GVAG
13
Great Valley Advisor Group
Delaware
$304K – – –
TJHA
14
Thomas J. Herzfeld Advisors
Florida
$268K +$34.2K +1,840 +15%
PAS
15
Park Avenue Securities
New York
$262K +$19.2K +1,024 +8%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$261K +$16K +860 +7%
6M
17
6 Meridian
Kansas
$201K +$201K +10,763 New
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$132K +$82.2K +4,405 +165%
UBS Group
19
UBS Group
Switzerland
$105K -$79.7K -4,272 -43%
SWM
20
SeaCrest Wealth Management
New York
$60K – – –
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
$37K – – –
FHA
22
Flagship Harbor Advisors
Massachusetts
$37K – – –
CFA
23
Carroll Financial Associates
North Carolina
$32K – – –
CIAS
24
Capital Investment Advisory Services
North Carolina
$26K – – –
AAM
25
Advisors Asset Management
Colorado
$23K +$8.33K +446 +57%
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