PGZ

Principal Real Estate Income Fund
PGZ

Overview Fund Activity

35 hedge funds and large institutions have $17.5M invested in Principal Real Estate Income Fund in 2021 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 16 reducing their positions, and 5 closing their positions.

Holders
35
Holders Change
-1
Holders Change %
-2.78%
% of All Funds
0.62%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
8
Reduced
16
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$5.02M
2
SFS
2
Shaker Financial Services
Virginia
$280K
3
LPL Financial
3
LPL Financial
California
$179K
4
MAFM
4
Mid Atlantic Financial Management
Pennsylvania
$351K
5
RJA
5
Raymond James & Associates
Florida
$509K

Top Sellers

1
CRC
1
Curi RMB Capital
Illinois
$0
2
LCM
2
Landscape Capital Management
New Jersey
$0
3
QC
3
Quantedge Capital
Singapore
$1.13M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$779K
5
Wells Fargo
5
Wells Fargo
California
$800K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$5.02M 371,602 +110,386 +42%
MC
2
Matisse Capital
Oregon
$2.01M 148,877 – –
First Trust Advisors
3
First Trust Advisors
Illinois
$1.18M 87,341 +1,362 +2%
QC
4
Quantedge Capital
Singapore
$1.13M 83,568 -19,647 -19%
Wells Fargo
5
Wells Fargo
California
$800K 59,242 -9,829 -14%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$779K 57,735 -10,583 -15%
CRWM
7
Castle Rock Wealth Management
California
$766K 52,757 -7,391 -12%
Bank of America
8
Bank of America
North Carolina
$620K 45,920 -3,656 -7%
Osaic Holdings
9
Osaic Holdings
Arizona
$512K 37,900 -9,810 -21%
RJA
10
Raymond James & Associates
Florida
$509K 37,685 +5,261 +16%
Truist Financial
11
Truist Financial
North Carolina
$488K 36,147 -2,239 -6%
6M
12
6 Meridian
Kansas
$376K 27,859 -8,505 -23%
PAG
13
Private Advisor Group
New Jersey
$372K 27,525 -1,800 -6%
MAFM
14
Mid Atlantic Financial Management
Pennsylvania
$351K 26,000 +7,100 +38%
UBS Group
15
UBS Group
Switzerland
$348K 25,746 +2,349 +10%
SFS
16
Shaker Financial Services
Virginia
$280K 20,740 +20,740 New
IP
17
Intellectus Partners
California
$217K 16,085 +116 +0.7%
GVAG
18
Great Valley Advisor Group
Delaware
$216K 16,000 – –
AC
19
Aristides Capital
Kentucky
$199K 14,770 – –
ASN
20
Advisory Services Network
Georgia
$185K 13,684 -143 -1%
HWAM
21
Hennion & Walsh Asset Management
New Jersey
$181K 13,386 +13,386 New
LPL Financial
22
LPL Financial
California
$179K 13,275 +13,275 New
AF
23
Advisornet Financial
Minnesota
$164K 12,130 -1,295 -10%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$152K 11,273 -6,100 -35%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$140K 10,378 -5,380 -34%
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