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Principal Real Estate Income Fund (PGZ) Institutional Ownership

Principal Real Estate Income Fund logo
$10.51 -0.03 (-0.28%)
(As of 11/21/2024 ET)

Institutional Ownership Changes (13F Filings) for Principal Real Estate Income Fund (NYSE:PGZ)

Number of
Institutional Buyers
(last 12 months)
11
Total
Institutional Inflows
(last 12 months)
$5.06M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$78.80K
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PGZ Institutional Buying and Selling by Quarter

Principal Real Estate Income Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/15/2024 Kovitz Investment Group Partners LLC134,739$1.48M0.0%N/A0.000%
10/31/2024 Shaker Financial Services LLC29,173$326K0.1%+126.1%0.000%
10/24/2024 J.W. Cole Advisors Inc.41,348$462K0.0%N/A0.000%
10/22/2024 Private Advisor Group LLC16,940$189K0.0%-24.0%0.000%
10/16/2024 SeaCrest Wealth Management LLC23,251$260K0.0%+8.4%0.000%
9/5/2024Sanctuary Advisors LLC41,705$411K0.0%N/A0.000%
8/14/2024 EverSource Wealth Advisors LLC4,071$43K0.0%N/A0.000%
8/3/2024 Shaker Financial Services LLC12,900$132K0.1%N/A0.000%
8/2/2024 Wolverine Asset Management LLC4,269$44K0.0%N/A0.000%
4/26/2024 Riverbridge Partners LLC157,227$1.62M0.0%+2.5%0.000%
4/24/2024 Blue Bell Private Wealth Management LLC13,271$137K0.0%+128.8%0.000%
4/18/2024 SeaCrest Wealth Management LLC21,069$218K0.0%+21.0%0.000%
4/11/2024 International Assets Investment Management LLC13,156$135K0.0%+9.1%0.000%
2/15/2024 Bulldog Investors LLP301,126$2.85M0.9%+59.2%0.000%
2/12/2024Relative Value Partners Group LLC140,860$1.33M0.1%-1.4%0.000%
1/25/2024 Blue Bell Private Wealth Management LLC5,800$55K0.0%N/A0.000%
1/24/2024 International Assets Investment Management LLC113,933$1.08M0.0%+654.5%0.000%
1/18/2024 SeaCrest Wealth Management LLC17,416$164K0.0%+23.7%0.000%
11/14/2023 Saba Capital Management L.P.568,008$5.13M0.1%-8.6%0.000%
11/14/2023 Clough Capital Partners L P52,029$470K0.1%+19.8%0.000%
10/24/2023Raymond James & Associates28,476$257K0.0%-22.4%0.000%
10/16/2023 Riverbridge Partners LLC151,898$1.37M0.0%+14.3%0.000%
10/4/2023 International Assets Investment Management LLC15,100$136K0.0%+19.8%0.000%
8/15/2023 Bulldog Investors LLP141,491$1.34M0.4%N/A0.000%
8/10/2023 Private Advisor Group LLC24,790$235K0.0%-4.1%0.000%
8/7/2023 Shaker Financial Services LLC11,315$107K0.0%-82.8%0.000%
8/2/2023 Bank of Montreal Can22,000$241K0.0%N/A0.000%
7/31/2023 Intellectus Partners LLC16,568$157K0.0%+8.2%0.000%
7/26/2023 Riverbridge Partners LLC132,933$1.26M0.0%-7.3%0.000%
7/25/2023Raymond James & Associates36,699$347K0.0%+5.1%0.000%
7/14/2023 SeaCrest Wealth Management LLC13,106$124K0.0%N/A0.000%
6/28/2023Relative Value Partners Group LLC169,198$1.60M0.1%-4.0%0.000%
5/15/2023Relative Value Partners Group LLC169,198$1.60M0.1%-4.0%0.000%
5/11/2023 Consolidated Portfolio Review Corp24,099$228K0.1%N/A0.000%
5/10/2023 Robinson Capital Management LLC14,085$132K0.1%+11.9%0.000%
5/8/2023 Shaker Financial Services LLC65,729$622K0.3%+96.8%0.000%
5/8/2023 Wolverine Asset Management LLC4,502$43K0.0%N/A0.000%
4/28/2023 Avantax Advisory Services Inc.38,857$368K0.0%+3.0%0.000%
4/21/2023 Riverbridge Partners LLC143,445$1.36M0.0%+2.1%0.000%
4/19/2023 International Assets Investment Management LLC12,600$119K0.0%-50.2%0.000%
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4/12/2023FNY Investment Advisers LLC12,533$118K0.1%N/A0.000%
2/9/2023 First Trust Advisors LP89,017$921K0.0%+8.6%0.000%
2/8/2023 UBS Group AG15,231$158K0.0%-8.1%0.000%
2/7/2023 Hollencrest Capital Management6,140$64K0.0%N/A0.000%
2/3/2023 Shaker Financial Services LLC33,406$346K0.2%N/A0.000%
2/2/2023 Intellectus Partners LLC15,086$156K0.1%-10.6%0.000%
1/30/2023 International Assets Investment Management LLC25,305$262K0.0%+59.5%0.000%
1/11/2023 Riverbridge Partners LLC140,496$1.45M0.0%+4.9%0.000%
11/16/2022 Saba Capital Management L.P.498,609$5.51M0.1%+7.4%0.000%
11/10/2022Relative Value Partners Group LLC177,961$1.97M0.2%+2.0%0.000%
11/2/2022 Avantax Advisory Services Inc.36,756$406K0.0%+2.6%0.000%
10/26/2022 Truist Financial Corp27,858$308K0.0%-11.5%0.000%
10/26/2022 Riverbridge Partners LLC133,915$1.48M0.0%+2.5%0.000%
10/25/2022Raymond James & Associates32,581$360K0.0%+42.4%0.000%
8/29/2022 Riverbridge Partners LLC130,701$1.69M0.0%N/A0.000%
8/2/2022 Avantax Advisory Services Inc.35,835$462K0.0%-6.1%0.000%
7/29/2022 Beck Bode LLC116,351$1.50M0.3%N/A0.000%
5/4/2022 Advisor Group Holdings Inc.41,918$659K0.0%+4.7%0.000%
5/3/2022 International Assets Investment Management LLC10,000$157K0.0%N/A0.000%
4/27/2022 Avantax Advisory Services Inc.38,155$599K0.0%N/A0.000%
4/22/2022 Truist Financial Corp31,112$489K0.0%-4.9%0.000%
4/13/2022 Investors Research Corp2,500$39K0.0%N/A0.000%
2/15/2022 Saba Capital Management L.P.366,720$5.79M0.1%+316.2%0.000%
2/11/2022 Quantedge Capital Pte Ltd34,048$538K0.2%-17.9%0.000%
2/10/2022 Private Advisor Group LLC27,390$432K0.0%-7.7%0.000%
2/8/2022 Robinson Capital Management LLC20,885$327K0.2%+354.7%0.000%
2/8/2022 First Trust Advisors LP92,589$1.46M0.0%+1.3%0.000%
2/7/2022 Concourse Financial Group Securities Inc.12,398$196K0.0%+18.2%0.000%
2/7/2022 Shaker Financial Services LLC49,871$787K0.3%-27.4%0.000%
2/3/2022 Advisor Group Holdings Inc.40,041$633K0.0%+5.6%0.000%
2/3/2022 Northwestern Mutual Wealth Management Co.9,391$148K0.0%-9.6%0.000%
2/2/2022 Castle Rock Wealth Management LLC25,464$382K0.2%-8.8%0.000%
1/19/2022 AdvisorNet Financial Inc6,934$109K0.0%-15.3%0.000%
11/15/2021 Quantedge Capital Pte Ltd41,448$609K0.3%-17.6%0.000%
11/9/2021 Concourse Financial Group Securities Inc.10,493$154K0.0%+16.1%0.000%
11/8/2021Matisse Capital116,000$1.71M0.6%-22.1%0.000%
11/5/2021 Truist Financial Corp32,646$480K0.0%-9.6%0.000%
11/5/2021 Advisor Group Holdings Inc.37,900$557K0.0%+8.0%0.000%
11/2/2021 Shaker Financial Services LLC68,735$1.01M0.4%+54.0%0.000%
11/2/2021Raymond James & Associates35,723$525K0.0%-10.7%0.000%
10/15/2021 AdvisorNet Financial Inc8,185$120K0.0%-23.9%0.000%
10/14/2021 Private Advisor Group LLC29,690$436K0.0%+2.8%0.000%
8/16/2021 First Trust Advisors LP89,719$1.36M0.0%+2.7%0.000%
8/16/2021 Morgan Stanley439,066$6.66M0.0%+18.2%0.000%
8/16/2021 Quantedge Capital Pte Ltd50,278$763K0.9%-39.8%0.000%
8/13/2021 Northwestern Mutual Wealth Management Co.8,562$130K0.0%-17.5%0.000%
8/13/2021 Castle Rock Wealth Management LLC37,725$582K0.2%-28.5%0.000%
8/12/2021 Private Advisor Group LLC28,875$438K0.0%+4.9%0.000%
8/12/2021 Advisory Services Network LLC12,422$188K0.0%-9.2%0.000%
8/12/2021 Bank of Montreal Can22,000$382K0.0%N/A0.000%
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8/12/2021Relative Value Partners Group LLC154,506$2.34M0.2%N/A0.000%
8/4/2021 Shaker Financial Services LLC44,630$677K0.3%+115.2%0.000%
8/2/2021 Advisor Group Holdings Inc.35,100$533K0.0%-7.4%0.000%
5/18/2021 Morgan Stanley371,602$5.02M0.0%+42.3%0.000%
5/17/2021 Royal Bank of Canada57,735$779K0.0%-15.5%0.000%
5/17/2021 Hennion & Walsh Asset Management Inc.13,386$181K0.0%N/A0.000%
5/17/2021 Quantedge Capital Pte Ltd83,568$1.13M0.9%-19.0%0.000%
5/13/2021 Proequities Inc.9,061$122K0.0%-9.9%0.000%
5/12/2021 UBS Group AG25,746$348K0.0%+10.0%0.000%
5/11/2021Mid Atlantic Financial Management Inc. ADV26,000$351K0.0%+37.6%0.000%
(Data available from 1/1/2016 forward)

PGZ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PGZ shares?

During the previous two years, 25 institutional investors and hedge funds held shares of Principal Real Estate Income Fund. The most heavily invested institutionals were Saba Capital Management L.P. ($5.13M), Bulldog Investors LLP ($2.85M), Riverbridge Partners LLC ($1.62M), Kovitz Investment Group Partners LLC ($1.48M), Relative Value Partners Group LLC ($1.33M), First Trust Advisors LP ($921K), and Clough Capital Partners L P ($470K).Learn more on PGZ's institutional investors.

Which institutional investors have been buying Principal Real Estate Income Fund stock?

Of the 21 institutional investors that purchased Principal Real Estate Income Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bulldog Investors LLP ($253.43K), Kovitz Investment Group Partners LLC ($134.74K), International Assets Investment Management LLC ($111.88K), Shaker Financial Services LLC ($94.90K), Sanctuary Advisors LLC ($41.71K), J.W. Cole Advisors Inc. ($41.35K), and Riverbridge Partners LLC ($32.30K).

How much institutional buying is happening at Principal Real Estate Income Fund?

Institutional investors have bought a total of 844,416 shares in the last 24 months. This purchase volume represents approximately $8.42M in transactions.

Which Principal Real Estate Income Fund major shareholders have been selling company stock?

Of the 9 institutional investors that sold Principal Real Estate Income Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Shaker Financial Services LLC ($54.41K), Saba Capital Management L.P. ($53.16K), Relative Value Partners Group LLC ($16.09K), International Assets Investment Management LLC ($12.71K), Riverbridge Partners LLC ($10.51K), Raymond James & Associates ($8.22K), and Private Advisor Group LLC ($6.40K).

How much institutional selling is happening at Principal Real Estate Income Fund?

Institutional investors have sold a total of 164,639 shares in the last 24 months. This volume of shares sold represents approximately $1.54M in transactions.



This page (NYSE:PGZ) was last updated on 11/21/2024 by MarketBeat.com Staff
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