PGZ

Principal Real Estate Income Fund
PGZ

Overview Fund Activity

27 hedge funds and large institutions have $27.2M invested in Principal Real Estate Income Fund in 2021 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 11 increasing their positions, 10 reducing their positions, and 5 closing their positions.

Holders
27
Holders Change
-4
Holders Change %
-12.9%
% of All Funds
0.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
11
Reduced
10
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
1
Saba Capital Management
New York
$5.79M
2
Morgan Stanley
2
Morgan Stanley
New York
$7.96M
3
Bank of America
3
Bank of America
North Carolina
$1.12M
4
RCM
4
Robinson Capital Management
Michigan
$327K
5
NA
5
NewEdge Advisors
Louisiana
$196K

Top Sellers

1
MC
1
Matisse Capital
Oregon
$0
2
SFS
2
Shaker Financial Services
Virginia
$787K
3
QC
3
Quantedge Capital
Singapore
$538K
4
FIA
4
FNY Investment Advisers
New York
$0
5
IRC
5
Investors Research Corp
Georgia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$7.96M 503,919 +48,430 +11%
SCM
2
Saba Capital Management
New York
$5.79M 366,720 +278,616 +316%
RVPG
3
Relative Value Partners Group
$2.75M 174,015 +7,505 +5%
First Trust Advisors
4
First Trust Advisors
Illinois
$1.46M 92,589 +1,146 +1%
Bank of America
5
Bank of America
North Carolina
$1.12M 71,127 +26,010 +58%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$906K 57,363 -259 -0.4%
Wells Fargo
7
Wells Fargo
California
$859K 54,443 -1,980 -4%
SFS
8
Shaker Financial Services
Virginia
$787K 49,871 -18,864 -27%
Osaic Holdings
9
Osaic Holdings
Arizona
$633K 40,041 +2,141 +6%
RJA
10
Raymond James & Associates
Florida
$569K 36,009 +286 +0.8%
QC
11
Quantedge Capital
Singapore
$538K 34,048 -7,400 -18%
Truist Financial
12
Truist Financial
North Carolina
$516K 32,698 +52 +0.2%
PAG
13
Private Advisor Group
New Jersey
$432K 27,390 -2,300 -8%
Bank of Montreal
14
Bank of Montreal
Ontario, Canada
$394K 22,000 – –
UBS Group
15
UBS Group
Switzerland
$384K 24,336 -1,285 -5%
CRWM
16
Castle Rock Wealth Management
California
$382K 25,464 -2,457 -9%
RCM
17
Robinson Capital Management
Michigan
$327K 20,885 +16,292 +355%
IP
18
Intellectus Partners
California
$259K 16,407 +111 +0.7%
GVAG
19
Great Valley Advisor Group
Delaware
$253K 16,000 – –
LPL Financial
20
LPL Financial
California
$198K 12,508 -106 -0.8%
CFGS
21
Concourse Financial Group Securities
Alabama
$196K 12,398 +1,905 +18%
NA
22
NewEdge Advisors
Louisiana
$196K 12,388 +12,388 New
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$148K 9,391 -999 -10%
AF
24
Advisornet Financial
Minnesota
$109K 6,934 -1,251 -15%
PIMH
25
Prudence Investment Management (HK)
Hong Kong
$65K 4,148 +4,148 New
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