PGZ

Principal Real Estate Income Fund
PGZ

Overview Fund Activity

33 hedge funds and large institutions have $12.4M invested in Principal Real Estate Income Fund in 2020 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 9 reducing their positions, and 6 closing their positions.

Holders
33
Holders Change
-1
Holders Change %
-2.94%
% of All Funds
0.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
13
Reduced
9
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CRWM
1
Castle Rock Wealth Management
California
$516K
2
CRC
2
Curi RMB Capital
Illinois
$687K
3
Morgan Stanley
3
Morgan Stanley
New York
$2.49M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$234K
5
LCM
5
Landscape Capital Management
New Jersey
$210K

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$0
2
Invesco
2
Invesco
Georgia
$238K
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$0
4
First Trust Advisors
4
First Trust Advisors
Illinois
$941K
5
TJHA
5
Thomas J. Herzfeld Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$2.49M 232,194 +27,017 +13%
MC
2
Matisse Capital
Oregon
$1.59M 148,877 – –
First Trust Advisors
3
First Trust Advisors
Illinois
$941K 87,876 -25,104 -22%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$750K 70,030 -3,522 -5%
Wells Fargo
5
Wells Fargo
California
$725K 67,675 -4,999 -7%
CRC
6
Curi RMB Capital
Illinois
$687K 64,155 +29,068 +83%
Bank of America
7
Bank of America
North Carolina
$541K 50,514 +2,369 +5%
Osaic Holdings
8
Osaic Holdings
Arizona
$524K 48,995 +2,183 +5%
CRWM
9
Castle Rock Wealth Management
California
$516K 49,470 +49,470 New
Truist Financial
10
Truist Financial
North Carolina
$412K 38,470 +17,168 +81%
PAG
11
Private Advisor Group
New Jersey
$393K 36,730 -7,744 -17%
RJA
12
Raymond James & Associates
Florida
$314K 29,347 +8,534 +41%
Invesco
13
Invesco
Georgia
$238K 22,228 -32,982 -60%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$234K 21,851 +21,851 New
AWCI
15
Alpine Woods Capital Investors
New York
$214K 20,000 – –
LCM
16
Landscape Capital Management
New Jersey
$210K 19,606 +19,606 New
MAFM
17
Mid Atlantic Financial Management
Pennsylvania
$190K 17,900 +5,700 +47%
DA
18
Doliver Advisors
Texas
$179K 16,726 -4,184 -20%
IP
19
Intellectus Partners
California
$178K 16,601 +1,438 +9%
GVAG
20
Great Valley Advisor Group
Delaware
$171K 16,000 -325 -2%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$154K 14,365 +4,321 +43%
UBS Group
22
UBS Group
Switzerland
$149K 13,885 +1,470 +12%
AF
23
Advisornet Financial
Minnesota
$133K 12,414 +1,124 +10%
ASN
24
Advisory Services Network
Georgia
$121K 11,294 +1,022 +10%
MCM
25
McMillion Capital Management
North Carolina
$109K 10,142 -7,780 -43%
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