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PGZ

Principal Real Estate Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$5.03M +$462K +46,094 +10%
RP
2
Riverbridge Partners
Minnesota
$2.1M +$18.7K +1,871 +0.9%
AAM
3
Advisors Asset Management
Colorado
$1.78M -$6.25K -624 -0.4%
GC
4
Guggenheim Capital
Illinois
$1.32M +$84.5K +8,437 +7%
Lido Advisors
5
Lido Advisors
California
$1.19M +$1.04M +103,700 +835%
JWCA
6
J.W. Cole Advisors
Florida
$1.18M +$1.15M +115,141 New
CEFA
7
Closed-End Fund Advisors
Virginia
$852K +$10.9K +1,091 +1%
Raymond James Financial
8
Raymond James Financial
Florida
$768K +$141K +14,041 +23%
EPW
9
Evolve Private Wealth
California
$676K -$51.5K -5,144 -7%
Osaic Holdings
10
Osaic Holdings
Arizona
$441K -$73.3K -7,319 -15%
NAS
11
NWF Advisory Services
California
$414K -$80.2K -8,000 -17%
First Trust Advisors
12
First Trust Advisors
Illinois
$381K +$7.83K +782 +2%
RCM
13
Robinson Capital Management
Michigan
$268K
Wells Fargo
14
Wells Fargo
California
$232K +$100K +9,988 +80%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$231K +$16.7K +1,665 +8%
LPL Financial
16
LPL Financial
California
$221K +$25.9K +2,584 +14%
SWM
17
SeaCrest Wealth Management
New York
$203K +$11.4K +1,134 +6%
CCFM
18
Clear Creek Financial Management
Washington
$190K
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$149K
PAG
20
Private Advisor Group
New Jersey
$133K
SFS
21
Shaker Financial Services
Virginia
$115K -$315K -31,480 -74%
BBPWM
22
Blue Bell Private Wealth Management
Pennsylvania
$62.8K
IRC
23
Investors Research Corp
Georgia
$25.7K
UBS Group
24
UBS Group
Switzerland
$15.5K -$4.1K -409 -21%
KFP
25
Kerr Financial Planning
California
$14.9K +$301 +30 +2%