Principal Real Estate Income Fund
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.
0.17% more ownership
Funds ownership: 25.09% → 25.26% (+0.17%)
0% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 6
1% less capital invested
Capital invested by funds: $27.2M → $27.1M (-$164K)
4% less funds holding
Funds holding: 27 → 26 (-1)
11% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Saba Capital Management
New York
|
+$958K |
| 2 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$579K |
| 3 |
Morgan Stanley
New York
|
+$342K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$219K |
| 5 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
+$152K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$787K |
| 2 |
CRWM
Castle Rock Wealth Management
Walnut Creek,
California
|
-$382K |
| 3 |
QC
Quantedge Capital
Singapore
|
-$266K |
| 4 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$196K |
| 5 |
CFGS
Concourse Financial Group Securities
Birmingham,
Alabama
|
-$188K |
PGZ Hedge Fund Activity: Q1 2022 in Review
26 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Principal Real Estate Income Fund (PGZ) for Q1 2022, worth a combined $27.1M — down 0.6% from $27.2M a quarter earlier.
Fund positioning in PGZ was balanced in Q1 2022: 6 funds opened new positions, 6 closed out, 8 added to existing stakes and 9 trimmed.
The largest buyer was Saba Capital Management, adding an estimated $958K. The largest seller was Shaker Financial Services, exiting entirely with an estimated $787K sold.
- 26 institutional investors held Principal Real Estate Income Fund (PGZ) as of Q1 2022, down from 27 in Q4 2021.
- Funds reported $27.1M of Principal Real Estate Income Fund stock for Q1 2022, down 0.6% quarter-over-quarter.
- 6 funds opened new Principal Real Estate Income Fund positions in Q1 2022 and 6 closed out, a net change of 0 holders.
- The largest Principal Real Estate Income Fund buyer in Q1 2022 was Saba Capital Management, an estimated $958K added.
- The largest Principal Real Estate Income Fund seller in Q1 2022 was Shaker Financial Services, an estimated $787K sold.
Based on aggregated 13F filings for Q1 2022.