PGZ

Principal Real Estate Income Fund
PGZ

Overview Fund Activity

37 hedge funds and large institutions have $14.5M invested in Principal Real Estate Income Fund in 2020 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 9 increasing their positions, 7 reducing their positions, and 7 closing their positions.

Holders
37
Holders Change
+5
Holders Change %
+15.63%
% of All Funds
0.82%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
9
Reduced
7
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MC
1
Matisse Capital
Oregon
$1.58M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$594K
3
Cohen & Steers
3
Cohen & Steers
New York
$1.61M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$926K
5
6M
5
6 Meridian
Kansas
$344K

Top Sellers

1
RCM
1
Robinson Capital Management
Michigan
$0
2
CCP
2
Cardan Capital Partners
Colorado
$0
3
Invesco
3
Invesco
Georgia
$989K
4
First Trust Advisors
4
First Trust Advisors
Illinois
$1.41M
5
TFA
5
Tobias Financial Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$1.79M 147,545 +27,062 +22%
Cohen & Steers
2
Cohen & Steers
New York
$1.61M 132,721 +38,613 +41%
MC
3
Matisse Capital
Oregon
$1.58M 130,048 +130,048 New
First Trust Advisors
4
First Trust Advisors
Illinois
$1.41M 116,324 -24,421 -17%
Invesco
5
Invesco
Georgia
$989K 81,663 -42,394 -34%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$926K 76,496 +29,234 +62%
Bank of America
7
Bank of America
North Carolina
$753K 62,144 +24,628 +66%
Wells Fargo
8
Wells Fargo
California
$687K 56,722 +4,249 +8%
Osaic Holdings
9
Osaic Holdings
Arizona
$594K 49,224 +49,224 New
PAG
10
Private Advisor Group
New Jersey
$563K 46,495 +21,770 +88%
6M
11
6 Meridian
Kansas
$344K 28,427 +28,427 New
SFS
12
Shaker Financial Services
Virginia
$337K 27,859 +27,859 New
DA
13
Doliver Advisors
Texas
$286K 23,891 +23,891 New
RJA
14
Raymond James & Associates
Florida
$249K 20,600 +1,000 +5%
AWCI
15
Alpine Woods Capital Investors
New York
$242K 20,000 – –
CRC
16
Curi RMB Capital
Illinois
$239K 19,759 +19,759 New
LCM
17
Landscape Capital Management
New Jersey
$226K 18,672 +18,672 New
TJHA
18
Thomas J. Herzfeld Advisors
Florida
$219K 18,112 -364 -2%
MCM
19
McMillion Capital Management
North Carolina
$213K 17,590 -1,500 -8%
GVAG
20
Great Valley Advisor Group
Delaware
$198K 16,325 – –
IP
21
Intellectus Partners
California
$182K 15,035 -908 -6%
Goldman Sachs
22
Goldman Sachs
New York
$156K 12,860 +12,860 New
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$137K 11,302 +11,302 New
AF
24
Advisornet Financial
Minnesota
$116K 9,580 -2,495 -21%
UBS Group
25
UBS Group
Switzerland
$102K 8,400 +157 +2%
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