RIVERBRIDGE PARTNERS LLC
Position in PGZ — Principal Real Estate Income Fund
CIK 1112325
MINNEAPOLIS, MN
Position in PGZ
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$2,100,590
+$156,795 QoQ
Shares Held
204,139
+0.9% QoQ
Ownership
3.05%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#2
of 31 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PGZ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026RIVERBRIDGE PARTNERS LLC holds $61,037,258 across 41 Asset Management names. PGZ ranks #10 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RA |
Brookfield Real Assets Income Fund Inc.
|
241,792 | $3,114,280 | |
| 2 | FINS |
Angel Oak Financial Strategies Income Term Trust
|
235,363 | $3,012,646 | |
| 3 | SDHY |
PGIM Short Duration High Yield Opportunities Fund
|
164,714 | $2,699,662 | |
| 4 | TSLX |
Sixth Street Specialty Lending, Inc.
|
143,587 | $2,465,388 | |
| 5 | NBB |
Nuveen Taxable Municipal Income Fund
|
145,001 | $2,288,115 | |
| 6 | JHS |
John Hancock Income Securities Trust
|
206,659 | $2,279,448 | |
| 7 | RFMZ |
RiverNorth Flexible Municipal Income Fund II, Inc.
|
157,851 | $2,151,509 | |
| 8 | WIW |
Western Asset Inflation-Linked Opportunities & Income Fund
|
252,005 | $2,116,842 |
All Filings in PGZ
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,100,590 | 204,139 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $1,943,795 | 202,268 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $1,873,912 | 187,204 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $1,516,407 | 144,972 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $1,487,233 | 141,372 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $1,432,690 | 136,058 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $1,220,940 | 123,577 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,843,753 | 165,063 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,652,907 | 161,891 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $1,624,154 | 157,227 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $1,449,866 | 153,425 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $1,371,638 | 151,898 | Shares | Sole | 2024-02-15 | |
| 2023-06-30 | $1,257,546 | 132,933 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $1,356,989 | 143,445 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $1,454,133 | 140,496 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $1,478,421 | 133,915 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $1,686,042 | 130,701 | Shares | Sole | 2022-08-29 | |
| No filing history on record for this holder in this stock. | ||||||