Principal Real Estate Income Fund
36 hedge funds and large institutions have $16.4M invested in Principal Real Estate Income Fund in 2020 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 11 reducing their positions, and 5 closing their positions.
60% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 5
31% more capital invested
Capital invested by funds: $12.5M → $16.4M (+$3.85M)
6% more funds holding
Funds holding: 34 → 36 (+2)
2.5% more ownership
Funds ownership: 16.97% → 19.47% (+2.5%)
9% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
+$451K |
| 2 |
6M
6 Meridian
Wichita,
Kansas
|
+$405K |
| 3 |
Morgan Stanley
New York
|
+$323K |
| 4 |
AC
Aristides Capital
Louisville,
Kentucky
|
+$164K |
| 5 |
CRWM
Castle Rock Wealth Management
Walnut Creek,
California
|
+$119K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$238K |
| 2 |
AWCI
Alpine Woods Capital Investors
Purchase,
New York
|
-$214K |
| 3 |
DA
Doliver Advisors
Houston,
Texas
|
-$179K |
| 4 |
IFG
Independent Financial Group
San Diego,
California
|
-$129K |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$82.4K |
PGZ Hedge Fund Activity: Q4 2020 in Review
36 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in Principal Real Estate Income Fund (PGZ) for Q4 2020, worth a combined $16.4M — up 31% from $12.5M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new PGZ positions and 5 closed out — a net gain of 3 holders — while 12 added to existing stakes and 11 trimmed.
The largest buyer was Landscape Capital Management, adding an estimated $451K. The largest seller was Invesco, exiting entirely with an estimated $238K sold.
- 36 institutional investors held Principal Real Estate Income Fund (PGZ) as of Q4 2020, up from 34 in Q3 2020.
- Funds reported $16.4M of Principal Real Estate Income Fund stock for Q4 2020, up 31% quarter-over-quarter.
- 8 funds opened new Principal Real Estate Income Fund positions in Q4 2020 and 5 closed out, a net change of +3 holders.
- The largest Principal Real Estate Income Fund buyer in Q4 2020 was Landscape Capital Management, an estimated $451K added.
- The largest Principal Real Estate Income Fund seller in Q4 2020 was Invesco, an estimated $238K sold.
Based on aggregated 13F filings for Q4 2020.