PGZ

Principal Real Estate Income Fund
PGZ

Overview Fund Activity

30 hedge funds and large institutions have $17.7M invested in Principal Real Estate Income Fund in 2023 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 10 reducing their positions, and 3 closing their positions.

Holders
30
Holders Change
+1
Holders Change %
+3.45%
% of All Funds
0.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
9
Reduced
10
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
1
Shaker Financial Services
Virginia
$622K
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$240K
3
CPRC
3
Consolidated Portfolio Review Corp
New York
$228K
4
CCP
4
Clough Capital Partners
Massachusetts
$172K
5
FIA
5
FNY Investment Advisers
New York
$118K

Top Sellers

1
SCM
1
Saba Capital Management
New York
$5.83M
2
Truist Financial
2
Truist Financial
North Carolina
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$3.25M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$705K
5
Bank of America
5
Bank of America
North Carolina
$151
Name Market Value Shares Shares
Change 		Shares
Change %
SCM
1
Saba Capital Management
New York
$5.83M 616,519 -50,424 -8%
Morgan Stanley
2
Morgan Stanley
New York
$3.25M 343,519 -19,003 -5%
RVPG
3
Relative Value Partners Group
$1.6M 169,198 -7,037 -4%
RP
4
Riverbridge Partners
Minnesota
$1.36M 143,445 +2,949 +2%
First Trust Advisors
5
First Trust Advisors
Illinois
$705K 74,517 -14,500 -16%
SFS
6
Shaker Financial Services
Virginia
$622K 65,729 +32,323 +97%
Osaic Holdings
7
Osaic Holdings
Arizona
$561K 59,295 +5,524 +10%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$523K 55,229 +1,888 +4%
AAS
9
Avantax Advisory Services
Texas
$368K 38,857 +1,140 +3%
RJA
10
Raymond James & Associates
Florida
$330K 34,924 -1,001 -3%
Bank of Montreal
11
Bank of Montreal
Ontario, Canada
$248K 22,000 – –
PAG
12
Private Advisor Group
New Jersey
$244K 25,840 – –
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$240K 25,420 +25,420 New
Wells Fargo
14
Wells Fargo
California
$240K 25,395 +3,742 +17%
CPRC
15
Consolidated Portfolio Review Corp
New York
$228K 24,099 +24,099 New
CCP
16
Clough Capital Partners
Massachusetts
$172K 18,156 +18,156 New
GVAG
17
Great Valley Advisor Group
Delaware
$151K 16,000 – –
IP
18
Intellectus Partners
California
$145K 15,309 +223 +1%
RCM
19
Robinson Capital Management
Michigan
$132K 14,085 +1,500 +12%
NA
20
NewEdge Advisors
Louisiana
$129K 13,499 +1,105 +9%
IAIM
21
International Assets Investment Management
Florida
$119K 12,600 -12,705 -50%
FIA
22
FNY Investment Advisers
New York
$118K 12,533 +12,533 New
LPL Financial
23
LPL Financial
California
$107K 11,332 -1,671 -13%
UBS Group
24
UBS Group
Switzerland
$104K 11,021 -4,210 -28%
ASN
25
Advisory Services Network
Georgia
$68.5K 7,237 – –
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