PGZ

Principal Real Estate Income Fund

27 hedge funds and large institutions have $17.3M invested in Principal Real Estate Income Fund in 2019 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 12 increasing their positions, 5 reducing their positions, and 7 closing their positions.

Holders
27
Holders Change
-6
Holders Change %
-18.18%
% of All Funds
0.59%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
12
Reduced
5
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Invesco
1
Invesco
Georgia
$3.53M 185,057 -9,966 -5%
First Trust Advisors
2
First Trust Advisors
Illinois
$2.6M 136,627 +1,215 +0.9%
RCM
3
Robinson Capital Management
Michigan
$2.02M 104,965 +4,000 +4%
Bank of America
4
Bank of America
North Carolina
$1.99M 104,404 +28,835 +38%
Wells Fargo
5
Wells Fargo
California
$1.23M 64,653 -11,153 -15%
Morgan Stanley
6
Morgan Stanley
New York
$1.1M 57,971 -3,535 -6%
CCP
7
Cardan Capital Partners
Colorado
$919K 48,252 +3,578 +8%
AG
8
Advisor Group
Arizona
$744K 39,050 +5,430 +16%
RJA
9
Raymond James & Associates
Florida
$429K 22,545 +3,745 +20%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$406K 21,316 +1,424 +7%
AWCI
11
Alpine Woods Capital Investors
New York
$381K 20,000
IP
12
Intellectus Partners
California
$362K 19,002 +1,122 +6%
GVAG
13
Great Valley Advisor Group
Delaware
$311K 16,325
PAS
14
Park Avenue Securities
New York
$273K 14,317 +356 +3%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$272K 14,275 +276 +2%
TJHA
16
Thomas J. Herzfeld Advisors
Florida
$271K 14,222 -178 -1%
FIA
17
FNY Investment Advisers
New York
$118K 6,203 +6,203 New
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$110K 5,794 -1,279 -18%
UBS Group
19
UBS Group
Switzerland
$110K 5,763 +137 +2%
AAM
20
Advisors Asset Management
Colorado
$40K 2,111 +879 +71%
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
$38K 2,000
CFA
22
Carroll Financial Associates
North Carolina
$33K 1,750
CIAS
23
Capital Investment Advisory Services
North Carolina
$27K 1,400
CWA
24
Clarus Wealth Advisors
Arizona
$8K 400
FANJ
25
Financial Architects (New Jersey)
New Jersey
$8K 425 +425 New