We are live on ! Find out more
PGZ

Principal Real Estate Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$5.06M -$27K -2,515 -0.6%
SCM
2
Saba Capital Management
New York
$5.02M -$1.27M -118,501 -21%
BI
3
Bulldog Investors
New Jersey
$2.04M -$1.44M -133,662 -42%
RP
4
Riverbridge Partners
Minnesota
$1.84M +$34.1K +3,172 +2%
Kovitz Investment Group Partners
5
Kovitz Investment Group Partners
Illinois
$1.48M +$1.45M +134,739 New
Osaic Holdings
6
Osaic Holdings
Arizona
$673K -$7.01K -653 -1%
RCM
7
Robinson Capital Management
Michigan
$487K +$467K +43,538 New
JWCA
8
J.W. Cole Advisors
Florida
$462K +$444K +41,348 New
SA
9
Sanctuary Advisors
Indiana
$436K -$7.03K -655 -2%
First Trust Advisors
10
First Trust Advisors
Illinois
$409K -$18.1K -1,687 -4%
NAS
11
NWF Advisory Services
California
$408K
SFS
12
Shaker Financial Services
Virginia
$326K +$175K +16,273 +126%
RJA
13
Raymond James & Associates
Florida
$303K +$14.5K +1,350 +5%
SWM
14
SeaCrest Wealth Management
New York
$260K +$19.3K +1,794 +8%
PAG
15
Private Advisor Group
New Jersey
$189K -$57.4K -5,350 -24%
Bank of Montreal
16
Bank of Montreal
Ontario, Canada
$184K
GVAG
17
Great Valley Advisor Group
Delaware
$179K
UPS
18
UHLMANN PRICE SECURITIES
Illinois
$146K +$140K +13,026 New
IP
19
Intellectus Partners
California
$126K +$3.69K +344 +3%
BBPWM
20
Blue Bell Private Wealth Management
Pennsylvania
$120K -$23.6K -2,200 -17%
NA
21
NewEdge Advisors
Louisiana
$118K -$5.37K -500 -5%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$117K +$113K +10,479 New
UBS Group
23
UBS Group
Switzerland
$49.9K -$63.9K -5,952 -57%
EWA
24
EverSource Wealth Advisors
Alabama
$46.4K +$837 +78 +2%
IRC
25
Investors Research Corp
Georgia
$27.9K