PGZ

Principal Real Estate Income Fund
PGZ

Overview Fund Activity

34 hedge funds and large institutions have $14M invested in Principal Real Estate Income Fund in 2020 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 10 reducing their positions, and 9 closing their positions.

Holders
34
Holders Change
-3
Holders Change %
-8.11%
% of All Funds
0.7%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
11
Reduced
10
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.47M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$291K
3
Truist Financial
3
Truist Financial
North Carolina
$256K
4
MC
4
Matisse Capital
Oregon
$1.79M
5
Wells Fargo
5
Wells Fargo
California
$873K

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$762K
2
6M
2
6 Meridian
Kansas
$0
3
SFS
3
Shaker Financial Services
Virginia
$0
4
Invesco
4
Invesco
Georgia
$664K
5
LCM
5
Landscape Capital Management
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$2.47M 205,177 +57,632 +39%
MC
2
Matisse Capital
Oregon
$1.79M 148,877 +18,829 +14%
First Trust Advisors
3
First Trust Advisors
Illinois
$1.36M 112,980 -3,344 -3%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$884K 73,552 -2,944 -4%
Wells Fargo
5
Wells Fargo
California
$873K 72,674 +15,952 +28%
Cohen & Steers
6
Cohen & Steers
New York
$762K 63,416 -69,305 -52%
Invesco
7
Invesco
Georgia
$664K 55,210 -26,453 -32%
Bank of America
8
Bank of America
North Carolina
$579K 48,145 -13,999 -23%
Osaic Holdings
9
Osaic Holdings
Arizona
$563K 46,812 -2,412 -5%
PAG
10
Private Advisor Group
New Jersey
$535K 44,474 -2,021 -4%
CRC
11
Curi RMB Capital
Illinois
$422K 35,087 +15,328 +78%
Bank of Montreal
12
Bank of Montreal
Ontario, Canada
$291K 24,466 +24,466 New
Truist Financial
13
Truist Financial
North Carolina
$256K 21,302 +21,302 New
DA
14
Doliver Advisors
Texas
$251K 20,910 -2,981 -12%
RJA
15
Raymond James & Associates
Florida
$250K 20,813 +213 +1%
AWCI
16
Alpine Woods Capital Investors
New York
$240K 20,000 – –
MCM
17
McMillion Capital Management
North Carolina
$215K 17,922 +332 +2%
TJHA
18
Thomas J. Herzfeld Advisors
Florida
$211K 18,112 – –
GVAG
19
Great Valley Advisor Group
Delaware
$196K 16,325 – –
IP
20
Intellectus Partners
California
$182K 15,163 +128 +0.9%
UBS Group
21
UBS Group
Switzerland
$149K 12,415 +4,015 +48%
MAFM
22
Mid Atlantic Financial Management
Pennsylvania
$147K 12,200 +12,200 New
AF
23
Advisornet Financial
Minnesota
$136K 11,290 +1,710 +18%
ASN
24
Advisory Services Network
Georgia
$123K 10,272 +5,662 +123%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$121K 10,044 -1,258 -11%
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