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PGZ

Principal Real Estate Income Fund
PGZ

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$2.49M +$315K +27,017 +13%
MC
2
Matisse Capital
Oregon
$1.59M – – –
First Trust Advisors
3
First Trust Advisors
Illinois
$941K -$293K -25,104 -22%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$750K -$41K -3,522 -5%
Wells Fargo
5
Wells Fargo
California
$725K -$58.2K -4,999 -7%
CRC
6
Curi RMB Capital
Illinois
$687K +$339K +29,068 +83%
Bank of America
7
Bank of America
North Carolina
$541K +$27.6K +2,369 +5%
Osaic Holdings
8
Osaic Holdings
Arizona
$524K +$25.4K +2,183 +5%
CRWM
9
Castle Rock Wealth Management
California
$516K +$576K +49,470 New
Truist Financial
10
Truist Financial
North Carolina
$412K +$200K +17,168 +81%
PAG
11
Private Advisor Group
New Jersey
$393K -$90.2K -7,744 -17%
RJA
12
Raymond James & Associates
Florida
$314K +$99.4K +8,534 +41%
Invesco
13
Invesco
Georgia
$238K -$384K -32,982 -60%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$234K +$255K +21,851 New
AWCI
15
Alpine Woods Capital Investors
New York
$214K – – –
LCM
16
Landscape Capital Management
New Jersey
$210K +$228K +19,606 New
MAFM
17
Mid Atlantic Financial Management
Pennsylvania
$190K +$66.4K +5,700 +47%
DA
18
Doliver Advisors
Texas
$179K -$48.8K -4,184 -20%
IP
19
Intellectus Partners
California
$178K +$16.8K +1,438 +9%
GVAG
20
Great Valley Advisor Group
Delaware
$171K -$3.79K -325 -2%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$154K +$50.3K +4,321 +43%
UBS Group
22
UBS Group
Switzerland
$149K +$17.1K +1,470 +12%
AF
23
Advisornet Financial
Minnesota
$133K +$13.1K +1,124 +10%
IFG
24
Independent Financial Group
California
$129K -$70.6K -6,060 -34%
ASN
25
Advisory Services Network
Georgia
$121K +$11.9K +1,022 +10%
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