PGZ

Principal Real Estate Income Fund
PGZ

Overview Fund Activity

25 hedge funds and large institutions have $18.2M invested in Principal Real Estate Income Fund in 2025 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 11 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
25
Holders Change
-3
Holders Change %
-10.71%
% of All Funds
0.34%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
11
Reduced
8
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
Raymond James Financial
Florida
+$201K
2
Baird Financial Group
Baird Financial Group
Wisconsin
+$123K
3
RP
Riverbridge Partners
Minnesota
+$55.9K
4
JWCA
J.W. Cole Advisors
Florida
+$33.3K
5
Osaic Holdings
Osaic Holdings
Arizona
+$28.3K

Top Sellers

1
SCM
Saba Capital Management
New York
-$658K
2
Morgan Stanley
Morgan Stanley
New York
-$228K
3
WAM
Wolverine Asset Management
Illinois
-$80.5K
4
UBS Group
UBS Group
Switzerland
-$21.5K
5
UPS
UHLMANN PRICE SECURITIES
Illinois
-$12.9K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$4.22M -$228K -21,696 -5%
BI
2
Bulldog Investors
New Jersey
$3.9M +$15.8K +1,500 +0.4%
SCM
3
Saba Capital Management
New York
$3.81M -$658K -62,520 -15%
RP
4
Riverbridge Partners
Minnesota
$1.49M +$55.9K +5,314 +4%
JWCA
5
J.W. Cole Advisors
Florida
$1.04M +$33.3K +3,161 +3%
Osaic Holdings
6
Osaic Holdings
Arizona
$611K +$28.3K +2,857 +5%
RCM
7
Robinson Capital Management
Michigan
$485K +$842 +80 +0.2%
Raymond James Financial
8
Raymond James Financial
Florida
$461K +$201K +19,095 +77%
First Trust Advisors
9
First Trust Advisors
Illinois
$365K -$1.54K -146 -0.4%
UBS Group
10
UBS Group
Switzerland
$274K -$21.5K -2,045 -7%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$244K +$568 +54 +0.2%
SWM
12
SeaCrest Wealth Management
New York
$201K -$5K -475 -2%
RA
13
RFG Advisory
Alabama
$190K +$27.4K +2,600 +17%
CCFM
14
Clear Creek Financial Management
Washington
$178K – – –
GVAG
15
Great Valley Advisor Group
Delaware
$168K – – –
PAG
16
Private Advisor Group
New Jersey
$150K -$10.7K -1,015 -7%
UPS
17
UHLMANN PRICE SECURITIES
Illinois
$133K -$12.9K -1,226 -9%
Baird Financial Group
18
Baird Financial Group
Wisconsin
$123K +$123K +11,699 New
BBPWM
19
Blue Bell Private Wealth Management
Pennsylvania
$62K -$1.55K -147 -2%
IRC
20
Investors Research Corp
Georgia
$26.3K – – –
GJIA
21
Glass Jacobson Investment Advisors
Maryland
$14.9K +$53 +5 +0.4%
SAM
22
S.A. Mason
Michigan
$11K +$326 +31 +3%
TWC
23
TD Waterhouse Canada
Ontario, Canada
$10.5K – – –
KA
24
Kozak & Associates
Colorado
$10.2K +$10.2K +976 New
MSWA
25
Marshall & Sterling Wealth Advisors
New York
$1.2K +$42 +4 +4%
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