PGZ

Principal Real Estate Income Fund

32 hedge funds and large institutions have $20.7M invested in Principal Real Estate Income Fund in 2019 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 8 reducing their positions, and 3 closing their positions.

Holders
32
Holders Change
+3
Holders Change %
+10.34%
% of All Funds
0.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
10
Reduced
8
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
First Trust Advisors
1
First Trust Advisors
Illinois
$2.97M 140,745 +1,771 +1%
Invesco
2
Invesco
Georgia
$2.62M 124,057 -40,592 -25%
Morgan Stanley
3
Morgan Stanley
New York
$2.55M 120,483 +57,379 +91%
Cohen & Steers
4
Cohen & Steers
New York
$1.99M 94,108 +94,108 New
RCM
5
Robinson Capital Management
Michigan
$1.81M 85,698 -16,767 -16%
Wells Fargo
6
Wells Fargo
California
$1.11M 52,473 -3,810 -7%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$998K 47,262 +912 +2%
CCP
8
Cardan Capital Partners
Colorado
$992K 46,970 -687 -1%
AG
9
Advisor Group
Arizona
$872K 41,310 +3,480 +9%
Bank of America
10
Bank of America
North Carolina
$792K 37,516 -48,860 -57%
PAG
11
Private Advisor Group
New Jersey
$522K 24,725 +24,725 New
AWCI
12
Alpine Woods Capital Investors
New York
$422K 20,000
RJA
13
Raymond James & Associates
Florida
$414K 19,600 -2,245 -10%
MCM
14
McMillion Capital Management
North Carolina
$403K 19,090
TJHA
15
Thomas J. Herzfeld Advisors
Florida
$390K 18,476 -2,273 -11%
GVAG
16
Great Valley Advisor Group
Delaware
$345K 16,325
IP
17
Intellectus Partners
California
$337K 15,943 +69 +0.4%
AF
18
Advisornet Financial
Minnesota
$255K 12,075 +8,891 +279%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$192K 9,081 +1,625 +22%
UBS Group
20
UBS Group
Switzerland
$174K 8,243 +2,563 +45%
TFA
21
Tobias Financial Advisors
Florida
$141K 6,690 +6,690 New
CFGS
22
Concourse Financial Group Securities
Alabama
$130K 6,138 +262 +4%
AAM
23
Advisors Asset Management
Colorado
$121K 5,706 +1,615 +39%
FIA
24
FNY Investment Advisers
New York
$43K 2,048 -7,155 -78%
WB
25
West Bancorporation
Iowa
$42K 2,000 +2,000 New