PGZ

Principal Real Estate Income Fund
PGZ

Overview Fund Activity

25 hedge funds and large institutions have $18.9M invested in Principal Real Estate Income Fund in 2023 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 13 increasing their positions, 6 reducing their positions, and 4 closing their positions.

Holders
25
Holders Change
-3
Holders Change %
-10.71%
% of All Funds
0.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
13
Reduced
6
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$4.15M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$1.83M
3
BI
3
Bulldog Investors
New Jersey
$1.71M
4
QL
4
Quarry LP
New York
$176K
5
RP
5
Riverbridge Partners
Minnesota
$1.37M

Top Sellers

1
SCM
1
Saba Capital Management
New York
$5.13M
2
AAS
2
Avantax Advisory Services
Texas
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$2K
4
NA
4
NewEdge Advisors
Louisiana
$0
5
RCM
5
Robinson Capital Management
Michigan
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SCM
1
Saba Capital Management
New York
$5.13M 568,008 -53,164 -9%
Morgan Stanley
2
Morgan Stanley
New York
$4.15M 460,004 +86,509 +23%
Osaic Holdings
3
Osaic Holdings
Arizona
$1.83M 202,201 +73,347 +57%
BI
4
Bulldog Investors
New Jersey
$1.71M 189,186 +47,695 +34%
RP
5
Riverbridge Partners
Minnesota
$1.37M 151,898 +18,965 +14%
RVPG
6
Relative Value Partners Group
$1.29M 142,875 -12,213 -8%
First Trust Advisors
7
First Trust Advisors
Illinois
$724K 80,199 +2,214 +3%
CCP
8
Clough Capital Partners
Massachusetts
$470K 52,029 +8,600 +20%
Wells Fargo
9
Wells Fargo
California
$467K 51,756 +1,262 +2%
RJA
10
Raymond James & Associates
Florida
$257K 28,476 -8,223 -22%
Bank of Montreal
11
Bank of Montreal
Ontario, Canada
$235K 22,000 – –
PAG
12
Private Advisor Group
New Jersey
$216K 23,890 -900 -4%
CAPTRUST Financial Advisors
13
CAPTRUST Financial Advisors
North Carolina
$192K 21,271 +6,979 +49%
QL
14
Quarry LP
New York
$176K 19,500 +19,500 New
IP
15
Intellectus Partners
California
$155K 17,135 +567 +3%
GVAG
16
Great Valley Advisor Group
Delaware
$144K 16,000 – –
IAIM
17
International Assets Investment Management
Florida
$136K 15,100 +2,500 +20%
SWM
18
SeaCrest Wealth Management
New York
$127K 14,076 +970 +7%
UBS Group
19
UBS Group
Switzerland
$58.9K 6,522 +4,188 +179%
HCM
20
Hollencrest Capital Management
California
$55.4K 6,140 – –
IRC
21
Investors Research Corp
Georgia
$22.6K 2,500 – –
GJIA
22
Glass Jacobson Investment Advisors
Maryland
$12.5K 1,380 +20 +1%
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$9.88K 1,094 -2,812 -72%
Bank of America
24
Bank of America
North Carolina
$4.97K 550 +550 New
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$2K 177 -13,665 -99%
1
2