PGZ

Principal Real Estate Income Fund
PGZ

Overview Fund Activity

29 hedge funds and large institutions have $20.7M invested in Principal Real Estate Income Fund in 2021 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 10 increasing their positions, 12 reducing their positions, and 8 closing their positions.

Holders
29
Holders Change
-6
Holders Change %
-17.14%
% of All Funds
0.51%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
10
Reduced
12
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RVPG
1
Relative Value Partners Group
$2.34M
2
Morgan Stanley
2
Morgan Stanley
New York
$6.66M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$382K
4
SFS
4
Shaker Financial Services
Virginia
$677K
5
RCM
5
Robinson Capital Management
Michigan
$70K

Top Sellers

1
QC
1
Quantedge Capital
Singapore
$0
2
6M
2
6 Meridian
Kansas
$0
3
MAFM
3
Mid Atlantic Financial Management
Pennsylvania
$0
4
CRWM
4
Castle Rock Wealth Management
California
$582K
5
AC
5
Aristides Capital
Kentucky
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$6.66M 439,066 +67,464 +18%
RVPG
2
Relative Value Partners Group
$2.34M 154,506 +154,506 New
MC
3
Matisse Capital
Oregon
$2.26M 148,877 – –
First Trust Advisors
4
First Trust Advisors
Illinois
$1.36M 89,719 +2,378 +3%
Wells Fargo
5
Wells Fargo
California
$902K 59,499 +257 +0.4%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$881K 58,076 +341 +0.6%
SFS
7
Shaker Financial Services
Virginia
$677K 44,630 +23,890 +115%
Bank of America
8
Bank of America
North Carolina
$664K 43,761 -2,159 -5%
RJA
9
Raymond James & Associates
Florida
$607K 39,985 +2,300 +6%
CRWM
10
Castle Rock Wealth Management
California
$582K 37,725 -15,032 -28%
Truist Financial
11
Truist Financial
North Carolina
$548K 36,096 -51 -0.1%
Osaic Holdings
12
Osaic Holdings
Arizona
$533K 35,100 -2,800 -7%
PAG
13
Private Advisor Group
New Jersey
$438K 28,875 +1,350 +5%
Bank of Montreal
14
Bank of Montreal
Ontario, Canada
$382K 22,000 +22,000 New
UBS Group
15
UBS Group
Switzerland
$376K 24,774 -972 -4%
IP
16
Intellectus Partners
California
$246K 16,189 +104 +0.6%
GVAG
17
Great Valley Advisor Group
Delaware
$243K 16,000 – –
LPL Financial
18
LPL Financial
California
$197K 12,955 -320 -2%
ASN
19
Advisory Services Network
Georgia
$188K 12,422 -1,262 -9%
AF
20
Advisornet Financial
Minnesota
$163K 10,749 -1,381 -11%
CFGS
21
Concourse Financial Group Securities
Alabama
$137K 9,036 -25 -0.3%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$130K 8,562 -1,816 -17%
RCM
23
Robinson Capital Management
Michigan
$70K 4,593 +4,393 +2,197%
FIA
24
FNY Investment Advisers
New York
$60K 4,000 -2,886 -42%
IRC
25
Investors Research Corp
Georgia
$38K 2,500 – –
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