PGZ

Principal Real Estate Income Fund
PGZ

Overview Fund Activity

25 hedge funds and large institutions have $18.8M invested in Principal Real Estate Income Fund in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 8 reducing their positions, and 3 closing their positions.

Holders
25
Holders Change
+2
Holders Change %
+8.7%
% of All Funds
0.36%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
5
Reduced
8
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SA
1
Sanctuary Advisors
Indiana
$411K
2
BI
2
Bulldog Investors
New Jersey
$3.22M
3
LCM
3
Landscape Capital Management
New Jersey
$161K
4
SFS
4
Shaker Financial Services
Virginia
$132K
5
UBS Group
5
UBS Group
Switzerland
$106K

Top Sellers

1
RVPG
1
Relative Value Partners Group
$0
2
SIA
2
Sit Investment Associates
Minnesota
$0
3
First Trust Advisors
3
First Trust Advisors
Illinois
$391K
4
Osaic Holdings
4
Osaic Holdings
Arizona
$621K
5
IP
5
Intellectus Partners
California
$112K
Name Market Value Shares Shares
Change 		Shares
Change %
SCM
1
Saba Capital Management
New York
$5.8M 568,008 – –
Morgan Stanley
2
Morgan Stanley
New York
$4.65M 455,665 -9 -0%
BI
3
Bulldog Investors
New Jersey
$3.22M 315,587 +17,147 +6%
RP
4
Riverbridge Partners
Minnesota
$1.65M 161,891 +4,664 +3%
Osaic Holdings
5
Osaic Holdings
Arizona
$621K 60,873 -10,538 -15%
SA
6
Sanctuary Advisors
Indiana
$411K 41,705 +41,705 New
First Trust Advisors
7
First Trust Advisors
Illinois
$391K 38,320 -44,794 -54%
RJA
8
Raymond James & Associates
Florida
$263K 25,774 – –
PAG
9
Private Advisor Group
New Jersey
$228K 22,290 -1,600 -7%
SWM
10
SeaCrest Wealth Management
New York
$219K 21,457 +388 +2%
Bank of Montreal
11
Bank of Montreal
Ontario, Canada
$170K 15,000 – –
GVAG
12
Great Valley Advisor Group
Delaware
$163K 16,000 – –
LCM
13
Landscape Capital Management
New Jersey
$161K 15,759 +15,759 New
IAIM
14
International Assets Investment Management
Florida
$134K 13,156 – –
BBPWM
15
Blue Bell Private Wealth Management
Pennsylvania
$132K 12,971 -300 -2%
SFS
16
Shaker Financial Services
Virginia
$132K 12,900 +12,900 New
NA
17
NewEdge Advisors
Louisiana
$113K 11,100 -800 -7%
IP
18
Intellectus Partners
California
$112K 10,934 -5,754 -34%
UBS Group
19
UBS Group
Switzerland
$106K 10,422 +8,088 +347%
WAM
20
Wolverine Asset Management
Illinois
$43.6K 4,269 +4,269 New
EWA
21
EverSource Wealth Advisors
Alabama
$42.7K 4,071 +4,071 New
CA
22
CoreCap Advisors
Michigan
$27.1K 2,650 – –
IRC
23
Investors Research Corp
Georgia
$25.5K 2,500 – –
GJIA
24
Glass Jacobson Investment Advisors
Maryland
$14.4K 1,410 +5 +0.4%
Wells Fargo
25
Wells Fargo
California
$2.06K 202 -1,999 -91%
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