PGZ

Principal Real Estate Income Fund
PGZ

Overview Fund Activity

29 hedge funds and large institutions have $18.7M invested in Principal Real Estate Income Fund in 2019 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 9 reducing their positions, and 4 closing their positions.

Holders
29
Holders Change
+2
Holders Change %
+7.41%
% of All Funds
0.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
8
Reduced
9
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$954K
2
MCM
2
McMillion Capital Management
North Carolina
$393K
3
SFS
3
Shaker Financial Services
Virginia
$240K
4
TJHA
4
Thomas J. Herzfeld Advisors
Florida
$427K
5
CFGS
5
Concourse Financial Group Securities
Alabama
$121K

Top Sellers

1
Invesco
1
Invesco
Georgia
$3.39M
2
Bank of America
2
Bank of America
North Carolina
$1.78M
3
PAS
3
Park Avenue Securities
New York
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$0
5
Wells Fargo
5
Wells Fargo
California
$1.16M
Name Market Value Shares Shares
Change 		Shares
Change %
Invesco
1
Invesco
Georgia
$3.39M 164,649 -20,408 -11%
First Trust Advisors
2
First Trust Advisors
Illinois
$2.86M 138,974 +2,347 +2%
RCM
3
Robinson Capital Management
Michigan
$2.11M 102,465 -2,500 -2%
Bank of America
4
Bank of America
North Carolina
$1.78M 86,376 -18,028 -17%
Morgan Stanley
5
Morgan Stanley
New York
$1.3M 63,104 +5,133 +9%
Wells Fargo
6
Wells Fargo
California
$1.16M 56,283 -8,370 -13%
CCP
7
Cardan Capital Partners
Colorado
$980K 47,657 -595 -1%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$954K 46,350 +25,034 +117%
AG
9
Advisor Group
Arizona
$778K 37,830 -1,220 -3%
RJA
10
Raymond James & Associates
Florida
$449K 21,845 -700 -3%
TJHA
11
Thomas J. Herzfeld Advisors
Florida
$427K 20,749 +6,527 +46%
AWCI
12
Alpine Woods Capital Investors
New York
$411K 20,000 – –
MCM
13
McMillion Capital Management
North Carolina
$393K 19,090 +19,090 New
GVAG
14
Great Valley Advisor Group
Delaware
$336K 16,325 – –
IP
15
Intellectus Partners
California
$327K 15,874 -3,128 -16%
SFS
16
Shaker Financial Services
Virginia
$240K 11,648 +11,648 New
FIA
17
FNY Investment Advisers
New York
$189K 9,203 +3,000 +48%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$153K 7,456 +1,662 +29%
CFGS
19
Concourse Financial Group Securities
Alabama
$121K 5,876 +5,576 +1,859%
UBS Group
20
UBS Group
Switzerland
$116K 5,680 -83 -1%
AAM
21
Advisors Asset Management
Colorado
$84K 4,091 +1,980 +94%
AF
22
Advisornet Financial
Minnesota
$65K 3,184 +3,184 New
CFA
23
Carroll Financial Associates
North Carolina
$35K 1,750 – –
CIAS
24
Capital Investment Advisory Services
North Carolina
$29K 1,400 – –
SFS
25
Sowell Financial Services
Arkansas
$21K 1,000 +1,000 New
1
2