PGZ

Principal Real Estate Income Fund

23 hedge funds and large institutions have $20.6M invested in Principal Real Estate Income Fund in 2024 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 8 reducing their positions, and 5 closing their positions.

Holders
23
Holders Change
-3
Holders Change %
-11.54%
% of All Funds
0.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
6
Reduced
8
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SCM
1
Saba Capital Management
New York
$5.87M 568,008
Morgan Stanley
2
Morgan Stanley
New York
$4.71M 455,674 -406,284 -47%
BI
3
Bulldog Investors
New Jersey
$3.08M 298,440 -2,686 -0.9%
RP
4
Riverbridge Partners
Minnesota
$1.62M 157,227 +3,802 +2%
RVPG
5
Relative Value Partners Group
$1.39M 140,864 +4 +0%
First Trust Advisors
6
First Trust Advisors
Illinois
$859K 83,114 +7,811 +10%
Osaic Holdings
7
Osaic Holdings
Arizona
$738K 71,411 -26,433 -27%
SIA
8
Sit Investment Associates
Minnesota
$598K 57,921 -6,876 -11%
RJA
9
Raymond James & Associates
Florida
$266K 25,774 -1,900 -7%
PAG
10
Private Advisor Group
New Jersey
$247K 23,890
SWM
11
SeaCrest Wealth Management
New York
$218K 21,069 +3,653 +21%
IP
12
Intellectus Partners
California
$172K 16,688 -732 -4%
Bank of Montreal
13
Bank of Montreal
Ontario, Canada
$172K 15,000 -5,000 -25%
GVAG
14
Great Valley Advisor Group
Delaware
$165K 16,000
BBPWM
15
Blue Bell Private Wealth Management
Pennsylvania
$137K 13,271 +7,471 +129%
IAIM
16
International Assets Investment Management
Florida
$135K 13,156 +1,100 +9%
NA
17
NewEdge Advisors
Louisiana
$123K 11,900 +11,900 New
CA
18
CoreCap Advisors
Michigan
$27.4K 2,650 +2,650 New
IRC
19
Investors Research Corp
Georgia
$25.8K 2,500
UBS Group
20
UBS Group
Switzerland
$24.1K 2,334
Wells Fargo
21
Wells Fargo
California
$22.7K 2,201 -1,400 -39%
GJIA
22
Glass Jacobson Investment Advisors
Maryland
$14.5K 1,405
Bank of America
23
Bank of America
North Carolina
$826 80
CAPTRUST Financial Advisors
24
CAPTRUST Financial Advisors
North Carolina
-32,713 Closed
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
-10,735 Closed