PGZ

Principal Real Estate Income Fund
PGZ

Overview Fund Activity

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 4 closing their positions.

Holders
36
Holders Change
+3
Holders Change %
+9.09%
% of All Funds
0.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
12
Reduced
11
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
QC
1
Quantedge Capital
Singapore
$1.26M
2
LCM
2
Landscape Capital Management
New Jersey
$733K
3
6M
3
6 Meridian
Kansas
$443K
4
Morgan Stanley
4
Morgan Stanley
New York
$3.18M
5
AC
5
Aristides Capital
Kentucky
$180K

Top Sellers

1
Invesco
1
Invesco
Georgia
$0
2
AWCI
2
Alpine Woods Capital Investors
New York
$0
3
DA
3
Doliver Advisors
Texas
$0
4
PAG
4
Private Advisor Group
New Jersey
$357K
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$212K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$3.18M 261,216 +29,022 +12%
MC
2
Matisse Capital
Oregon
$1.81M 148,877 – –
QC
3
Quantedge Capital
Singapore
$1.26M 103,215 +103,215 New
First Trust Advisors
4
First Trust Advisors
Illinois
$1.05M 85,979 -1,897 -2%
CRC
5
Curi RMB Capital
Illinois
$912K 74,821 +10,666 +17%
Wells Fargo
6
Wells Fargo
California
$842K 69,071 +1,396 +2%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$833K 68,318 -1,712 -2%
CRWM
8
Castle Rock Wealth Management
California
$736K 60,148 +10,678 +22%
LCM
9
Landscape Capital Management
New Jersey
$733K 60,125 +40,519 +207%
Bank of America
10
Bank of America
North Carolina
$604K 49,576 -938 -2%
Osaic Holdings
11
Osaic Holdings
Arizona
$582K 47,710 -1,285 -3%
Truist Financial
12
Truist Financial
North Carolina
$468K 38,386 -84 -0.2%
6M
13
6 Meridian
Kansas
$443K 36,364 +36,364 New
RJA
14
Raymond James & Associates
Florida
$395K 32,424 +3,077 +10%
PAG
15
Private Advisor Group
New Jersey
$357K 29,325 -7,405 -20%
UBS Group
16
UBS Group
Switzerland
$285K 23,397 +9,512 +69%
MAFM
17
Mid Atlantic Financial Management
Pennsylvania
$230K 18,900 +1,000 +6%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$212K 17,373 -4,478 -20%
IP
19
Intellectus Partners
California
$195K 15,969 -632 -4%
GVAG
20
Great Valley Advisor Group
Delaware
$195K 16,000 – –
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$192K 15,758 +1,393 +10%
AC
22
Aristides Capital
Kentucky
$180K 14,770 +14,770 New
ASN
23
Advisory Services Network
Georgia
$169K 13,827 +2,533 +22%
AF
24
Advisornet Financial
Minnesota
$164K 13,425 +1,011 +8%
CFGS
25
Concourse Financial Group Securities
Alabama
$123K 10,052 +1,716 +21%
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