PGZ

Principal Real Estate Income Fund
PGZ

Overview Fund Activity

26 hedge funds and large institutions have $27.1M invested in Principal Real Estate Income Fund in 2022 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 9 reducing their positions, and 6 closing their positions.

Holders
26
Holders Change
-1
Holders Change %
-3.7%
% of All Funds
0.41%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
8
Reduced
9
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
1
Saba Capital Management
New York
$6.76M
2
AAS
2
Avantax Advisory Services
Texas
$599K
3
Morgan Stanley
3
Morgan Stanley
New York
$8.28M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.13M
5
IAIM
5
International Assets Investment Management
Florida
$157K

Top Sellers

1
SFS
1
Shaker Financial Services
Virginia
$0
2
CRWM
2
Castle Rock Wealth Management
California
$0
3
QC
3
Quantedge Capital
Singapore
$260K
4
NA
4
NewEdge Advisors
Louisiana
$0
5
CFGS
5
Concourse Financial Group Securities
Alabama
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$8.28M 526,459 +22,540 +4%
SCM
2
Saba Capital Management
New York
$6.76M 429,802 +63,082 +17%
RVPG
3
Relative Value Partners Group
$2.65M 168,100 -5,915 -3%
First Trust Advisors
4
First Trust Advisors
Illinois
$1.39M 88,292 -4,297 -5%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.13M 71,751 +14,388 +25%
Bank of America
6
Bank of America
North Carolina
$1.1M 69,884 -1,243 -2%
Wells Fargo
7
Wells Fargo
California
$839K 53,397 -1,046 -2%
Osaic Holdings
8
Osaic Holdings
Arizona
$659K 41,918 +1,877 +5%
AAS
9
Avantax Advisory Services
Texas
$599K 38,155 +38,155 New
Truist Financial
10
Truist Financial
North Carolina
$489K 31,112 -1,586 -5%
RJA
11
Raymond James & Associates
Florida
$456K 29,024 -6,985 -19%
PAG
12
Private Advisor Group
New Jersey
$412K 26,190 -1,200 -4%
UBS Group
13
UBS Group
Switzerland
$389K 24,735 +399 +2%
Bank of Montreal
14
Bank of Montreal
Ontario, Canada
$376K 22,000 – –
QC
15
Quantedge Capital
Singapore
$260K 16,554 -17,494 -51%
IP
16
Intellectus Partners
California
$260K 16,538 +131 +0.8%
GVAG
17
Great Valley Advisor Group
Delaware
$252K 16,000 – –
LPL Financial
18
LPL Financial
California
$205K 13,056 +548 +4%
RCM
19
Robinson Capital Management
Michigan
$201K 12,585 -8,300 -40%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$159K 10,117 +726 +8%
IAIM
21
International Assets Investment Management
Florida
$157K 10,000 +10,000 New
IRC
22
Investors Research Corp
Georgia
$39K 2,500 +2,500 New
MCC
23
Money Concepts Capital
Florida
$12K 750 +750 New
IA
24
IFP Advisors
Florida
$8K 485 +485 New
APA
25
American Portfolios Advisors
New York
$7.86K 500 +500 New
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