WELLS FARGO & COMPANY/MN
Position in PGZ — Principal Real Estate Income Fund
CIK 72971
SAN FRANCISCO, CA
Position in PGZ
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$231,525
+$111,285 QoQ
Shares Held
22,500
+79.8% QoQ
Ownership
0.336%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#14
of 31 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PGZ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026WELLS FARGO & COMPANY/MN holds $7,161,923,068 across 453 Asset Management names. PGZ ranks #335 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
2,504,990 | $2,408,698,182 | |
| 2 | BX |
Blackstone Inc.
|
6,396,724 | $752,702,511 | |
| 3 | KKR |
KKR & Co. Inc.
|
2,023,020 | $185,672,773 | |
| 4 | APO |
Apollo Global Management, Inc.
|
1,550,234 | $183,408,181 | |
| 5 | BN |
BROOKFIELD Corp /ON/
|
2,504,120 | $106,650,469 | |
| 6 | ARCC |
Ares Capital Corp
|
4,437,109 | $82,219,628 | |
| 7 | PFG |
Principal Financial Group Inc
|
755,407 | $81,417,764 | |
| 8 | STT |
State Street Corp
|
464,889 | $78,845,173 |
All Filings in PGZ
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $231,525 | 22,500 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $120,240 | 12,512 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $10 | 1 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $20 | 2 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $4 | 0 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $10 | 1 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $2,687 | 272 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $4 | 0 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $2,062 | 202 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $22,736 | 2,201 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $34,029 | 3,601 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $467,355 | 51,756 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $477,672 | 50,494 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $240,235 | 25,395 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $224,107 | 21,653 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $520,083 | 47,109 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $660,891 | 51,232 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $839,400 | 53,397 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $859,654 | 54,443 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $829,417 | 56,423 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $902,599 | 59,499 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $800,359 | 59,242 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $841,975 | 69,071 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $724,799 | 67,675 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $873,540 | 72,674 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $686,903 | 56,722 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||