PGZ

Principal Real Estate Income Fund
PGZ

Overview Fund Activity

29 hedge funds and large institutions have $19.3M invested in Principal Real Estate Income Fund in 2022 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 9 reducing their positions, and 4 closing their positions.

Holders
29
Holders Change
-1
Holders Change %
-3.33%
% of All Funds
0.47%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
9
Reduced
9
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
1
Saba Capital Management
New York
$6.9M
2
SFS
2
Shaker Financial Services
Virginia
$346K
3
IAIM
3
International Assets Investment Management
Florida
$262K
4
ASN
4
Advisory Services Network
Georgia
$74.9K
5
First Trust Advisors
5
First Trust Advisors
Illinois
$921K

Top Sellers

1
BBL
1
Beck Bode LLC
Massachusetts
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$3.75M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$552K
4
Wells Fargo
4
Wells Fargo
California
$224K
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$5.19K
Name Market Value Shares Shares
Change 		Shares
Change %
SCM
1
Saba Capital Management
New York
$6.9M 666,943 +168,334 +34%
Morgan Stanley
2
Morgan Stanley
New York
$3.75M 362,522 -90,658 -20%
RVPG
3
Relative Value Partners Group
$1.82M 176,235 -1,726 -1%
RP
4
Riverbridge Partners
Minnesota
$1.45M 140,496 +6,581 +5%
First Trust Advisors
5
First Trust Advisors
Illinois
$921K 89,017 +7,067 +9%
Osaic Holdings
6
Osaic Holdings
Arizona
$557K 53,771 +1,067 +2%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$552K 53,341 -37,862 -42%
AAS
8
Avantax Advisory Services
Texas
$390K 37,717 +961 +3%
RJA
9
Raymond James & Associates
Florida
$372K 35,925 +3,344 +10%
SFS
10
Shaker Financial Services
Virginia
$346K 33,406 +33,406 New
Bank of Montreal
11
Bank of Montreal
Ontario, Canada
$277K 22,000 – –
IAIM
12
International Assets Investment Management
Florida
$262K 25,305 +9,442 +60%
Truist Financial
13
Truist Financial
North Carolina
$249K 24,044 -3,814 -14%
Wells Fargo
14
Wells Fargo
California
$224K 21,653 -25,456 -54%
GVAG
15
Great Valley Advisor Group
Delaware
$166K 16,000 – –
UBS Group
16
UBS Group
Switzerland
$158K 15,231 -1,343 -8%
IP
17
Intellectus Partners
California
$156K 15,086 -1,789 -11%
Bank of America
18
Bank of America
North Carolina
$141K 13,658 -7,404 -35%
LPL Financial
19
LPL Financial
California
$135K 13,003 +7 +0.1%
RCM
20
Robinson Capital Management
Michigan
$133K 12,585 – –
NA
21
NewEdge Advisors
Louisiana
$126K 12,394 +1,606 +15%
ASN
22
Advisory Services Network
Georgia
$74.9K 7,237 +7,237 New
HCM
23
Hollencrest Capital Management
California
$63.5K 6,140 +6,140 New
IRC
24
Investors Research Corp
Georgia
$25.9K 2,500 – –
GJIA
25
Glass Jacobson Investment Advisors
Maryland
$13.4K 1,295 +1,295 New
1
2