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Principal Real Estate Income Fund (PGZ) Institutional Ownership

Principal Real Estate Income Fund logo
$10.20 +0.04 (+0.39%)
As of 04:00 PM Eastern
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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)
$4.03M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$488.68K
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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
1/17/2025 Riverbridge Partners LLC123,577$1.22M0.0%-25.1%0.000%
11/15/2024Kovitz Investment Group Partners LLC134,739$1.48M0.0%N/A0.000%
10/31/2024Shaker Financial Services LLC29,173$326K0.1%+126.1%0.000%
10/24/2024J.W. Cole Advisors Inc.41,348$462K0.0%N/A0.000%
10/22/2024Private 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%
8/14/2024EverSource Wealth Advisors LLC4,071$43K0.0%N/A0.000%
8/3/2024Shaker Financial Services LLC12,900$132K0.1%N/A0.000%
8/2/2024Wolverine Asset Management LLC4,269$44K0.0%N/A0.000%
4/26/2024 Riverbridge Partners LLC157,227$1.62M0.0%+2.5%0.000%
4/24/2024Blue 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%
2/15/2024Bulldog 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%
1/25/2024Blue 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%
11/14/2023Saba Capital Management L.P.568,008$5.13M0.1%-8.6%0.000%
11/14/2023Clough 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%
8/15/2023Bulldog Investors LLP141,491$1.34M0.4%N/A0.000%
8/10/2023Private Advisor Group LLC24,790$235K0.0%-4.1%0.000%
8/7/2023Shaker Financial Services LLC11,315$107K0.0%-82.8%0.000%
8/2/2023Bank of Montreal Can22,000$241K0.0%N/A0.000%
7/31/2023Intellectus 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%
5/10/2023Robinson Capital Management LLC14,085$132K0.1%+11.9%0.000%
5/8/2023Shaker Financial Services LLC65,729$622K0.3%+96.8%0.000%
5/8/2023Wolverine Asset Management LLC4,502$43K0.0%N/A0.000%
4/28/2023Avantax 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%
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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%
2/9/2023First Trust Advisors LP89,017$921K0.0%+8.6%0.000%
2/8/2023UBS Group AG15,231$158K0.0%-8.1%0.000%
2/7/2023Hollencrest Capital Management6,140$64K0.0%N/A0.000%
2/3/2023Shaker Financial Services LLC33,406$346K0.2%N/A0.000%
2/2/2023Intellectus 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%
11/16/2022Saba 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%
11/2/2022Avantax Advisory Services Inc.36,756$406K0.0%+2.6%0.000%
10/26/2022Truist 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%
8/2/2022Avantax Advisory Services Inc.35,835$462K0.0%-6.1%0.000%
7/29/2022Beck Bode LLC116,351$1.50M0.3%N/A0.000%
5/4/2022Advisor 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%
4/27/2022Avantax Advisory Services Inc.38,155$599K0.0%N/A0.000%
4/22/2022Truist Financial Corp31,112$489K0.0%-4.9%0.000%
4/13/2022Investors Research Corp2,500$39K0.0%N/A0.000%
2/15/2022Saba Capital Management L.P.366,720$5.79M0.1%+316.2%0.000%
2/11/2022Quantedge Capital Pte Ltd34,048$538K0.2%-17.9%0.000%
2/10/2022Private Advisor Group LLC27,390$432K0.0%-7.7%0.000%
2/8/2022Robinson Capital Management LLC20,885$327K0.2%+354.7%0.000%
2/8/2022First Trust Advisors LP92,589$1.46M0.0%+1.3%0.000%
2/7/2022Concourse Financial Group Securities Inc.12,398$196K0.0%+18.2%0.000%
2/7/2022Shaker Financial Services LLC49,871$787K0.3%-27.4%0.000%
2/3/2022Advisor Group Holdings Inc.40,041$633K0.0%+5.6%0.000%
2/3/2022Northwestern Mutual Wealth Management Co.9,391$148K0.0%-9.6%0.000%
2/2/2022Castle Rock Wealth Management LLC25,464$382K0.2%-8.8%0.000%
1/19/2022 AdvisorNet Financial Inc6,934$109K0.0%-15.3%0.000%
11/15/2021Quantedge Capital Pte Ltd41,448$609K0.3%-17.6%0.000%
11/9/2021Concourse 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%
11/5/2021Truist Financial Corp32,646$480K0.0%-9.6%0.000%
11/5/2021Advisor Group Holdings Inc.37,900$557K0.0%+8.0%0.000%
11/2/2021Shaker 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%
10/14/2021Private Advisor Group LLC29,690$436K0.0%+2.8%0.000%
8/16/2021First Trust Advisors LP89,719$1.36M0.0%+2.7%0.000%
8/16/2021Morgan Stanley439,066$6.66M0.0%+18.2%0.000%
8/16/2021Quantedge Capital Pte Ltd50,278$763K0.9%-39.8%0.000%
8/13/2021Northwestern Mutual Wealth Management Co.8,562$130K0.0%-17.5%0.000%
8/13/2021Castle Rock Wealth Management LLC37,725$582K0.2%-28.5%0.000%
8/12/2021Private Advisor Group LLC28,875$438K0.0%+4.9%0.000%
8/12/2021Advisory Services Network LLC12,422$188K0.0%-9.2%0.000%
Is Big Tech dead? (Ad)

China just threw a “$5.5 million” curveball called Deep Seek to Silicon Valley and the timing of it is no coincidence. On January 17, the U.S. Supreme Court upheld a ban on TikTok — a China-based app regarded as the largest intelligence gathering tool of the CCP [Chinese Communist Party].

Click here and I’ll tell you everything you need to know.
8/12/2021Bank of Montreal Can22,000$382K0.0%N/A0.000%
8/12/2021Relative Value Partners Group LLC154,506$2.34M0.2%N/A0.000%
8/4/2021Shaker Financial Services LLC44,630$677K0.3%+115.2%0.000%
8/2/2021Advisor Group Holdings Inc.35,100$533K0.0%-7.4%0.000%
5/18/2021Morgan Stanley371,602$5.02M0.0%+42.3%0.000%
5/17/2021Royal 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%
5/17/2021Quantedge Capital Pte Ltd83,568$1.13M0.9%-19.0%0.000%
5/13/2021Proequities Inc.9,061$122K0.0%-9.9%0.000%
5/12/2021UBS Group AG25,746$348K0.0%+10.0%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), Kovitz Investment Group Partners LLC ($1.48M), Relative Value Partners Group LLC ($1.33M), Riverbridge Partners LLC ($1.22M), 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 ($25.72K).

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

Institutional investors have bought a total of 837,835 shares in the last 24 months. This purchase volume represents approximately $8.35M 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), 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 206,125 shares in the last 24 months. This volume of shares sold represents approximately $1.95M in transactions.


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This page (NYSE:PGZ) was last updated on 1/30/2025 by MarketBeat.com Staff
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