PGZ

Principal Real Estate Income Fund
PGZ

Overview Fund Activity

31 hedge funds and large institutions have $22.1M invested in Principal Real Estate Income Fund in 2021 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 9 reducing their positions, and 2 closing their positions.

Holders
31
Holders Change
+2
Holders Change %
+6.9%
% of All Funds
0.54%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
12
Reduced
9
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
1
Saba Capital Management
New York
$1.3M
2
QC
2
Quantedge Capital
Singapore
$609K
3
SFS
3
Shaker Financial Services
Virginia
$1.01M
4
Morgan Stanley
4
Morgan Stanley
New York
$6.7M
5
MAFM
5
Mid Atlantic Financial Management
Pennsylvania
$219K

Top Sellers

1
MC
1
Matisse Capital
Oregon
$1.71M
2
ASN
2
Advisory Services Network
Georgia
$0
3
CRWM
3
Castle Rock Wealth Management
California
$440K
4
RJA
4
Raymond James & Associates
Florida
$525K
5
Truist Financial
5
Truist Financial
North Carolina
$480K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$6.7M 455,489 +16,423 +4%
RVPG
2
Relative Value Partners Group
$2.45M 166,510 +12,004 +8%
MC
3
Matisse Capital
Oregon
$1.71M 116,000 -32,877 -22%
First Trust Advisors
4
First Trust Advisors
Illinois
$1.34M 91,443 +1,724 +2%
SCM
5
Saba Capital Management
New York
$1.3M 88,104 +88,104 New
SFS
6
Shaker Financial Services
Virginia
$1.01M 68,735 +24,105 +54%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$848K 57,622 -454 -0.8%
Wells Fargo
8
Wells Fargo
California
$830K 56,423 -3,076 -5%
Bank of America
9
Bank of America
North Carolina
$663K 45,117 +1,356 +3%
QC
10
Quantedge Capital
Singapore
$609K 41,448 +41,448 New
Osaic Holdings
11
Osaic Holdings
Arizona
$557K 37,900 +2,800 +8%
RJA
12
Raymond James & Associates
Florida
$525K 35,723 -4,262 -11%
Truist Financial
13
Truist Financial
North Carolina
$480K 32,646 -3,450 -10%
CRWM
14
Castle Rock Wealth Management
California
$440K 27,921 -9,804 -26%
PAG
15
Private Advisor Group
New Jersey
$436K 29,690 +815 +3%
Bank of Montreal
16
Bank of Montreal
Ontario, Canada
$381K 22,000 – –
UBS Group
17
UBS Group
Switzerland
$377K 25,621 +847 +3%
IP
18
Intellectus Partners
California
$240K 16,296 +107 +0.7%
GVAG
19
Great Valley Advisor Group
Delaware
$235K 16,000 – –
MAFM
20
Mid Atlantic Financial Management
Pennsylvania
$219K 14,900 +14,900 New
LPL Financial
21
LPL Financial
California
$185K 12,614 -341 -3%
CFGS
22
Concourse Financial Group Securities
Alabama
$154K 10,493 +1,457 +16%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$153K 10,390 +1,828 +21%
AF
24
Advisornet Financial
Minnesota
$120K 8,185 -2,564 -24%
RCM
25
Robinson Capital Management
Michigan
$68K 4,593 – –
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