Principal Real Estate Income Fund
27 hedge funds and large institutions have $19.7M invested in Principal Real Estate Income Fund in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 11 reducing their positions, and 5 closing their positions.
20% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 5
4% more funds holding
Funds holding: 26 → 27 (+1)
2% more capital invested
Capital invested by funds: $19.3M → $19.7M (+$394K)
0.77% less ownership
Funds ownership: 31.5% → 30.72% (-0.77%)
45% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BI
Bulldog Investors
Saddle Brook,
New Jersey
|
+$1.01M |
| 2 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$587K |
| 3 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$104K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$97.3K |
| 5 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
+$91.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$946K |
| 2 |
CCP
Clough Capital Partners
Boston,
Massachusetts
|
-$470K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$437K |
| 4 |
Morgan Stanley
New York
|
-$263K |
| 5 |
QL
Quarry LP
New York
|
-$176K |
PGZ Hedge Fund Activity: Q4 2023 in Review
27 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Principal Real Estate Income Fund (PGZ) for Q4 2023, worth a combined $19.7M — up 2% from $19.3M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new PGZ positions and 5 closed out — a net gain of 1 holder — while 6 added to existing stakes and 11 trimmed.
The largest buyer was Bulldog Investors, adding an estimated $1.01M. The largest seller was Osaic Holdings, cutting an estimated $946K.
- 27 institutional investors held Principal Real Estate Income Fund (PGZ) as of Q4 2023, up from 26 in Q3 2023.
- Funds reported $19.7M of Principal Real Estate Income Fund stock for Q4 2023, up 2% quarter-over-quarter.
- 6 funds opened new Principal Real Estate Income Fund positions in Q4 2023 and 5 closed out, a net change of +1 holder.
- The largest Principal Real Estate Income Fund buyer in Q4 2023 was Bulldog Investors, an estimated $1.01M added.
- The largest Principal Real Estate Income Fund seller in Q4 2023 was Osaic Holdings, an estimated $946K sold.
Based on aggregated 13F filings for Q4 2023.