PGZ

Principal Real Estate Income Fund
PGZ

Overview Fund Activity

28 hedge funds and large institutions have $19.2M invested in Principal Real Estate Income Fund in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
28
Holders Change
–
Holders Change %
0%
% of All Funds
0.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
7
Reduced
9
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NAS
NWF Advisory Services
California
+$469K
2
SCM
Saba Capital Management
New York
+$237K
3
JWCA
J.W. Cole Advisors
Florida
+$214K
4
CCFM
Clear Creek Financial Management
Washington
+$178K
5
RA
RFG Advisory
Alabama
+$163K

Top Sellers

1
SFS
Shaker Financial Services
Virginia
-$514K
2
WAM
Wolverine Asset Management
Illinois
-$513K
3
Morgan Stanley
Morgan Stanley
New York
-$209K
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$148K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$120K
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
1
Saba Capital Management
New York
$4.47M +$237K +22,461 +6%
Morgan Stanley
2
Morgan Stanley
New York
$4.45M -$209K -19,876 -4%
BI
3
Bulldog Investors
New Jersey
$3.89M – – –
RP
4
Riverbridge Partners
Minnesota
$1.43M +$131K +12,481 +10%
JWCA
5
J.W. Cole Advisors
Florida
$1M +$214K +20,337 +27%
Osaic Holdings
6
Osaic Holdings
Arizona
$620K -$21.5K -2,045 -3%
RCM
7
Robinson Capital Management
Michigan
$484K – – –
NAS
8
NWF Advisory Services
California
$469K +$469K +44,500 New
First Trust Advisors
9
First Trust Advisors
Illinois
$367K -$36.5K -3,465 -9%
UBS Group
10
UBS Group
Switzerland
$296K +$142K +13,484 +92%
Raymond James Financial
11
Raymond James Financial
Florida
$260K -$98.5K -9,353 -27%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$243K +$34.3K +3,253 +16%
SWM
13
SeaCrest Wealth Management
New York
$206K -$45.7K -4,339 -18%
CCFM
14
Clear Creek Financial Management
Washington
$178K +$178K +16,875 New
GVAG
15
Great Valley Advisor Group
Delaware
$168K – – –
RA
16
RFG Advisory
Alabama
$163K +$163K +15,474 New
PAG
17
Private Advisor Group
New Jersey
$160K -$17.9K -1,700 -10%
UPS
18
UHLMANN PRICE SECURITIES
Illinois
$146K +$4.29K +407 +3%
WAM
19
Wolverine Asset Management
Illinois
$80.5K -$513K -48,689 -86%
BBPWM
20
Blue Bell Private Wealth Management
Pennsylvania
$63.6K -$1.05K -100 -2%
IRC
21
Investors Research Corp
Georgia
$26.3K – – –
GJIA
22
Glass Jacobson Investment Advisors
Maryland
$14K – – –
CA
23
CoreCap Advisors
Michigan
$12.6K +$12.6K +1,200 New
SAM
24
S.A. Mason
Michigan
$10.6K +$10.6K +1,010 New
TWC
25
TD Waterhouse Canada
Ontario, Canada
$10.5K – – –
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