PGZ

Principal Real Estate Income Fund

30 hedge funds and large institutions have $21.2M invested in Principal Real Estate Income Fund in 2022 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 5 reducing their positions, and 3 closing their positions.

Holders
30
Holders Change
Holders Change %
0%
% of All Funds
0.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
12
Reduced
5
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SCM
1
Saba Capital Management
New York
$5.51M 498,609 +34,203 +7%
Morgan Stanley
2
Morgan Stanley
New York
$5M 453,180 -49,463 -10%
RVPG
3
Relative Value Partners Group
$1.97M 177,961 +3,552 +2%
RP
4
Riverbridge Partners
Minnesota
$1.48M 133,915 +3,214 +2%
BBL
5
Beck Bode LLC
Massachusetts
$1.32M 119,718 +3,367 +3%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$1.01M 91,203 +4,263 +5%
First Trust Advisors
7
First Trust Advisors
Illinois
$905K 81,950 -5,434 -6%
Osaic Holdings
8
Osaic Holdings
Arizona
$582K 52,704 +4,444 +9%
Wells Fargo
9
Wells Fargo
California
$520K 47,109 -4,123 -8%
AAS
10
Avantax Advisory Services
Texas
$406K 36,756 +921 +3%
RJA
11
Raymond James & Associates
Florida
$360K 32,581 +9,707 +42%
Truist Financial
12
Truist Financial
North Carolina
$308K 27,858 -3,630 -12%
PAG
13
Private Advisor Group
New Jersey
$285K 25,840
Bank of America
14
Bank of America
North Carolina
$233K 21,062 -20,223 -49%
IP
15
Intellectus Partners
California
$186K 16,875 +181 +1%
UBS Group
16
UBS Group
Switzerland
$183K 16,574 +1,771 +12%
GVAG
17
Great Valley Advisor Group
Delaware
$177K 16,000
IAIM
18
International Assets Investment Management
Florida
$175K 15,863 +500 +3%
LPL Financial
19
LPL Financial
California
$143K 12,996 +6 +0%
RCM
20
Robinson Capital Management
Michigan
$140K 12,585
NA
21
NewEdge Advisors
Louisiana
$119K 10,788 +10,788 New
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$112K 10,117
IRC
23
Investors Research Corp
Georgia
$28K 2,500
MCM
24
McMillion Capital Management
North Carolina
$11K 1,010
IA
25
IFP Advisors
Florida
$8K 485