PGZ

Principal Real Estate Income Fund
PGZ

Overview Fund Activity

27 hedge funds and large institutions have $20.1M invested in Principal Real Estate Income Fund in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 11 reducing their positions, and 4 closing their positions.

Holders
27
Holders Change
+2
Holders Change %
+8%
% of All Funds
0.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
6
Reduced
11
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Kovitz Investment Group Partners
1
Kovitz Investment Group Partners
Illinois
$1.48M
2
RCM
2
Robinson Capital Management
Michigan
$487K
3
JWCA
3
J.W. Cole Advisors
Florida
$462K
4
SFS
4
Shaker Financial Services
Virginia
$326K
5
UPS
5
UHLMANN PRICE SECURITIES
Illinois
$146K

Top Sellers

1
BI
1
Bulldog Investors
New Jersey
$2.04M
2
SCM
2
Saba Capital Management
New York
$5.02M
3
LCM
3
Landscape Capital Management
New Jersey
$0
4
IAIM
4
International Assets Investment Management
Florida
$0
5
UBS Group
5
UBS Group
Switzerland
$49.9K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$5.06M 453,150 -2,515 -0.6%
SCM
2
Saba Capital Management
New York
$5.02M 449,507 -118,501 -21%
BI
3
Bulldog Investors
New Jersey
$2.04M 181,925 -133,662 -42%
RP
4
Riverbridge Partners
Minnesota
$1.84M 165,063 +3,172 +2%
Kovitz Investment Group Partners
5
Kovitz Investment Group Partners
Illinois
$1.48M 134,739 +134,739 New
Osaic Holdings
6
Osaic Holdings
Arizona
$673K 60,220 -653 -1%
RCM
7
Robinson Capital Management
Michigan
$487K 43,538 +43,538 New
JWCA
8
J.W. Cole Advisors
Florida
$462K 41,348 +41,348 New
SA
9
Sanctuary Advisors
Indiana
$436K 41,050 -655 -2%
First Trust Advisors
10
First Trust Advisors
Illinois
$409K 36,633 -1,687 -4%
SFS
11
Shaker Financial Services
Virginia
$326K 29,173 +16,273 +126%
RJA
12
Raymond James & Associates
Florida
$303K 27,124 +1,350 +5%
SWM
13
SeaCrest Wealth Management
New York
$260K 23,251 +1,794 +8%
PAG
14
Private Advisor Group
New Jersey
$189K 16,940 -5,350 -24%
Bank of Montreal
15
Bank of Montreal
Ontario, Canada
$184K 15,000 – –
GVAG
16
Great Valley Advisor Group
Delaware
$179K 16,000 – –
UPS
17
UHLMANN PRICE SECURITIES
Illinois
$146K 13,026 +13,026 New
IP
18
Intellectus Partners
California
$126K 11,278 +344 +3%
BBPWM
19
Blue Bell Private Wealth Management
Pennsylvania
$120K 10,771 -2,200 -17%
NA
20
NewEdge Advisors
Louisiana
$118K 10,600 -500 -5%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$117K 10,479 +10,479 New
UBS Group
22
UBS Group
Switzerland
$49.9K 4,470 -5,952 -57%
EWA
23
EverSource Wealth Advisors
Alabama
$46.4K 4,149 +78 +2%
IRC
24
Investors Research Corp
Georgia
$27.9K 2,500 – –
GJIA
25
Glass Jacobson Investment Advisors
Maryland
$15.8K 1,410 – –
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