PGZ

Principal Real Estate Income Fund
PGZ

Overview Fund Activity

26 hedge funds and large institutions have $23.4M invested in Principal Real Estate Income Fund in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 9 reducing their positions, and 5 closing their positions.

Holders
26
Holders Change
+1
Holders Change %
+4%
% of All Funds
0.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
7
Reduced
9
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$8.15M
2
BI
2
Bulldog Investors
New Jersey
$2.85M
3
SIA
3
Sit Investment Associates
Minnesota
$612K
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$309K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$101K

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$925K
2
CCP
2
Clough Capital Partners
Massachusetts
$0
3
Wells Fargo
3
Wells Fargo
California
$34K
4
QL
4
Quarry LP
New York
$0
5
HCM
5
Hollencrest Capital Management
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$8.15M 861,958 +401,954 +87%
SCM
2
Saba Capital Management
New York
$5.37M 568,008 – –
BI
3
Bulldog Investors
New Jersey
$2.85M 301,126 +111,940 +59%
RP
4
Riverbridge Partners
Minnesota
$1.45M 153,425 +1,527 +1%
RVPG
5
Relative Value Partners Group
$1.33M 140,860 -2,015 -1%
Osaic Holdings
6
Osaic Holdings
Arizona
$925K 97,844 -104,357 -52%
First Trust Advisors
7
First Trust Advisors
Illinois
$712K 75,303 -4,896 -6%
SIA
8
Sit Investment Associates
Minnesota
$612K 64,797 +64,797 New
CAPTRUST Financial Advisors
9
CAPTRUST Financial Advisors
North Carolina
$309K 32,713 +11,442 +54%
RJA
10
Raymond James & Associates
Florida
$262K 27,674 -802 -3%
PAG
11
Private Advisor Group
New Jersey
$226K 23,890 – –
Bank of Montreal
12
Bank of Montreal
Ontario, Canada
$218K 20,000 -2,000 -9%
IP
13
Intellectus Partners
California
$165K 17,420 +285 +2%
SWM
14
SeaCrest Wealth Management
New York
$164K 17,416 +3,340 +24%
GVAG
15
Great Valley Advisor Group
Delaware
$151K 16,000 – –
IAIM
16
International Assets Investment Management
Florida
$114K 12,056 -3,044 -20%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$101K 10,735 +10,735 New
LCM
18
Landscape Capital Management
New Jersey
$95.7K 10,125 +10,125 New
ASN
19
Advisory Services Network
Georgia
$70.1K 7,415 +7,415 New
BBPWM
20
Blue Bell Private Wealth Management
Pennsylvania
$54.8K 5,800 +5,800 New
Wells Fargo
21
Wells Fargo
California
$34K 3,601 -48,155 -93%
IRC
22
Investors Research Corp
Georgia
$23.6K 2,500 – –
UBS Group
23
UBS Group
Switzerland
$22.1K 2,334 -4,188 -64%
GJIA
24
Glass Jacobson Investment Advisors
Maryland
$13.3K 1,405 +25 +2%
Bank of America
25
Bank of America
North Carolina
$756 80 -470 -85%
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