PGZ

Principal Real Estate Income Fund
PGZ

Overview Fund Activity

28 hedge funds and large institutions have $18.7M invested in Principal Real Estate Income Fund in 2024 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 5 reducing their positions, and 4 closing their positions.

Holders
28
Holders Change
+1
Holders Change %
+3.7%
% of All Funds
0.37%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
11
Reduced
5
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BI
1
Bulldog Investors
New Jersey
$3.65M
2
WAM
2
Wolverine Asset Management
Illinois
$557K
3
Raymond James Financial
3
Raymond James Financial
Florida
$336K
4
JWCA
4
J.W. Cole Advisors
Florida
$741K
5
SFS
5
Shaker Financial Services
Virginia
$514K

Top Sellers

1
Kovitz Investment Group Partners
1
Kovitz Investment Group Partners
Illinois
$0
2
SCM
2
Saba Capital Management
New York
$3.97M
3
RP
3
Riverbridge Partners
Minnesota
$1.22M
4
NA
4
NewEdge Advisors
Louisiana
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$4.37M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$4.37M 442,757 -10,393 -2%
SCM
2
Saba Capital Management
New York
$3.97M 401,763 -47,744 -11%
BI
3
Bulldog Investors
New Jersey
$3.65M 369,396 +187,471 +103%
RP
4
Riverbridge Partners
Minnesota
$1.22M 123,577 -41,486 -25%
JWCA
5
J.W. Cole Advisors
Florida
$741K 74,955 +33,607 +81%
Osaic Holdings
6
Osaic Holdings
Arizona
$602K 60,940 +720 +1%
WAM
7
Wolverine Asset Management
Illinois
$557K 56,338 +56,338 New
SFS
8
Shaker Financial Services
Virginia
$514K 52,041 +22,868 +78%
RCM
9
Robinson Capital Management
Michigan
$455K 46,008 +2,470 +6%
SA
10
Sanctuary Advisors
Indiana
$419K 41,050 – –
First Trust Advisors
11
First Trust Advisors
Illinois
$379K 38,321 +1,688 +5%
Raymond James Financial
12
Raymond James Financial
Florida
$336K 34,055 +34,055 New
SWM
13
SeaCrest Wealth Management
New York
$237K 23,945 +694 +3%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$196K 19,849 +9,370 +89%
PAG
15
Private Advisor Group
New Jersey
$167K 16,940 – –
GVAG
16
Great Valley Advisor Group
Delaware
$158K 16,000 – –
Bank of Montreal
17
Bank of Montreal
Ontario, Canada
$148K 15,000 – –
UBS Group
18
UBS Group
Switzerland
$145K 14,630 +10,160 +227%
UPS
19
UHLMANN PRICE SECURITIES
Illinois
$133K 13,420 +394 +3%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$120K 12,117 +12,117 New
IP
21
Intellectus Partners
California
$101K 10,234 -1,044 -9%
BBPWM
22
Blue Bell Private Wealth Management
Pennsylvania
$60.7K 6,144 -4,627 -43%
IRC
23
Investors Research Corp
Georgia
$24.7K 2,500 – –
GJIA
24
Glass Jacobson Investment Advisors
Maryland
$14K 1,415 +5 +0.4%
TWC
25
TD Waterhouse Canada
Ontario, Canada
$9.88K 1,000 – –
1
2