PGZ

Principal Real Estate Income Fund
PGZ

Overview Fund Activity

30 hedge funds and large institutions have $24.9M invested in Principal Real Estate Income Fund in 2022 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 9 reducing their positions, and 2 closing their positions.

Holders
30
Holders Change
+4
Holders Change %
+15.38%
% of All Funds
0.51%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
7
Reduced
9
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RP
1
Riverbridge Partners
Minnesota
$1.69M
2
BBL
2
Beck Bode LLC
Massachusetts
$1.5M
3
SCM
3
Saba Capital Management
New York
$5.99M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.12M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$179K

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$533K
2
Morgan Stanley
2
Morgan Stanley
New York
$6.48M
3
QC
3
Quantedge Capital
Singapore
$0
4
UBS Group
4
UBS Group
Switzerland
$191K
5
RJA
5
Raymond James & Associates
Florida
$295K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$6.48M 502,643 -23,816 -5%
SCM
2
Saba Capital Management
New York
$5.99M 464,406 +34,604 +8%
RVPG
3
Relative Value Partners Group
$2.3M 174,409 +6,309 +4%
RP
4
Riverbridge Partners
Minnesota
$1.69M 130,701 +130,701 New
BBL
5
Beck Bode LLC
Massachusetts
$1.5M 116,351 +116,351 New
First Trust Advisors
6
First Trust Advisors
Illinois
$1.13M 87,384 -908 -1%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$1.12M 86,940 +15,189 +21%
Wells Fargo
8
Wells Fargo
California
$661K 51,232 -2,165 -4%
Osaic Holdings
9
Osaic Holdings
Arizona
$623K 48,260 +6,342 +15%
Bank of America
10
Bank of America
North Carolina
$533K 41,285 -28,599 -41%
AAS
11
Avantax Advisory Services
Texas
$462K 35,835 -2,320 -6%
Truist Financial
12
Truist Financial
North Carolina
$406K 31,488 +376 +1%
PAG
13
Private Advisor Group
New Jersey
$333K 25,840 -350 -1%
RJA
14
Raymond James & Associates
Florida
$295K 22,874 -6,150 -21%
IP
15
Intellectus Partners
California
$215K 16,694 +156 +0.9%
GVAG
16
Great Valley Advisor Group
Delaware
$206K 16,000 – –
UBS Group
17
UBS Group
Switzerland
$191K 14,803 -9,932 -40%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$179K 13,850 +13,850 New
LPL Financial
19
LPL Financial
California
$168K 12,990 -66 -0.5%
RCM
20
Robinson Capital Management
Michigan
$161K 12,585 – –
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$131K 10,117 – –
IRC
22
Investors Research Corp
Georgia
$32K 2,500 – –
SWM
23
SeaCrest Wealth Management
New York
$20K 1,561 +1,561 New
MCM
24
McMillion Capital Management
North Carolina
$13K 1,010 +1,010 New
AW
25
ACG Wealth
Georgia
$10K 807 +807 New
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