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Principal Real Estate Income Fund (PGZ) Institutional Ownership

Principal Real Estate Income Fund logo
$10.60 +0.04 (+0.33%)
Closing price 03/7/2025 03:56 PM Eastern
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$10.60 0.00 (0.00%)
As of 03/7/2025 04:05 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for Principal Real Estate Income Fund (NYSE:PGZ)

Number of
Institutional Buyers
(last 12 months)
15
Total
Institutional Inflows
(last 12 months)
$6.75M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$997.38K
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PGZ Institutional Buying and Selling by Quarter

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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
2/17/2025 Saba Capital Management L.P.401,763$3.97M0.1%-10.6%0.000%
2/17/2025 Cetera Investment Advisers19,849$196K0.0%+89.4%0.000%
2/17/2025 Bulldog Investors LLP369,396$3.65M1.0%+103.0%0.000%
2/14/2025 Shaker Financial Services LLC52,041$514K0.2%+78.4%0.000%
2/14/2025 First Trust Advisors LP38,321$379K0.0%+4.6%0.000%
2/13/2025 Raymond James Financial Inc.34,055$336K0.0%N/A0.000%
2/7/2025 Intellectus Partners LLC10,234$101K0.0%-9.3%0.000%
2/7/2025 Blue Bell Private Wealth Management LLC6,144$61K0.0%-43.0%0.000%
2/6/2025 Raymond James Financial Inc.34,055$336K0.0%N/A0.000%
2/3/2025 Wolverine Asset Management LLC56,338$557K0.0%N/A0.000%
1/31/2025 Robinson Capital Management LLC46,008$455K0.2%+5.7%0.000%
1/31/2025 J.W. Cole Advisors Inc.74,955$741K0.0%+81.3%0.000%
1/17/2025 Riverbridge Partners LLC123,577$1.22M0.0%-25.1%0.000%
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%
9/5/2024 Sanctuary 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%
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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%
4/12/2023 FNY 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%
11/8/2021 Matisse Capital116,000$1.71M0.6%-22.1%0.000%
11/5/2021 Truist Financial Corp32,646$480K0.0%-9.6%0.000%
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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%
(Data available from 1/1/2016 forward)

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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. ($3.97M), Bulldog Investors LLP ($3.65M), Kovitz Investment Group Partners LLC ($1.48M), Relative Value Partners Group LLC ($1.33M), Riverbridge Partners LLC ($1.22M), J.W. Cole Advisors Inc. ($741K), and Wolverine Asset Management LLC ($557K).Learn more on PGZ's institutional investors.

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

Of the 22 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 ($440.90K), Kovitz Investment Group Partners LLC ($134.74K), International Assets Investment Management LLC ($102.43K), Shaker Financial Services LLC ($84.36K), J.W. Cole Advisors Inc. ($74.96K), Raymond James Financial Inc. ($68.11K), and Wolverine Asset Management LLC ($65.11K).

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

Institutional investors have bought a total of 1,163,702 shares in the last 24 months. This purchase volume represents approximately $11.55M 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: Saba Capital Management L.P. ($100.91K), Shaker Financial Services LLC ($54.41K), Riverbridge Partners LLC ($52.00K), Relative Value Partners Group LLC ($16.09K), International Assets Investment Management LLC ($12.71K), 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 256,408 shares in the last 24 months. This volume of shares sold represents approximately $2.45M in transactions.


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This page (NYSE:PGZ) was last updated on 3/10/2025 by MarketBeat.com Staff
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