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PGZ

Principal Real Estate Income Fund

Company with tickers: PGZ

CIK
1557523
CUSIP
74255X104
Shares Outstanding
6,694,109
Price History Institutional Holders Short Volume Short Interest Fails to Deliver Financials SEC Filings Earnings Calls Insider Trades Congressional Trades
Holders: 34
Total Value: $10,693,466
Total Shares: 1,112,745

Institutional Ownership Trend

25 quarters

Holder Concentration

Across 34 13F filers · Δ vs Dec 31, 2025
Top Holder
18.2%
−10.2 pts
Top 5
58.3%
−4.4 pts
Top 10
79.6%
+0.1 pts
HHI
909
Broadly held −308

Quarterly Activity

vs Dec 31, 2025
New
33
Increased
1
Decreased
0
Sold Out
33
Unchanged
0
Holder count: 0
Institutional value: -34.2%
Shares held: -31.5%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds
Small NWF Advisory Services Inc. +2,500 48,200

Top Sellers

vs Dec 31, 2025
No qualifying movers this quarter.

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD)
Mid RIVERBRIDGE PARTNERS LLC 202,268 $1,943,795
Mid Advisors Asset Management, Inc. 173,999 $1,672,130
Large GUGGENHEIM CAPITAL LLC 119,752 $1,150,816
Micro Closed-End Fund Advisors, Inc. 81,734 $785,463
Mid EVOLVE PRIVATE WEALTH, LLC 70,887 $681,224

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD)
Mega MORGAN STANLEY 460,262 $4,607,222
Mid RIVERBRIDGE PARTNERS LLC 187,204 $1,873,912
Mid Advisors Asset Management, Inc. 175,038 $1,752,130
Mid J.W. COLE ADVISORS, INC. 112,801 $1,129,138
Small Closed-End Fund Advisors, Inc. 82,598 $826,805
34 of 34 shown
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Action
Mid RIVERBRIDGE PARTNERS LLC $1,943,795 18.18% 202,268 View
Mid Advisors Asset Management, Inc. $1,672,130 15.64% 173,999 View
Large GUGGENHEIM CAPITAL LLC $1,150,816 10.76% 119,752 View
Micro Closed-End Fund Advisors, Inc. $785,463 7.35% 81,734 View
Mid EVOLVE PRIVATE WEALTH, LLC $681,224 6.37% 70,887 View
Mega RAYMOND JAMES FINANCIAL INC $582,423 5.45% 60,606 View
Mid OSAIC HOLDINGS, INC. $477,088 4.46% 49,645 View
Small NWF Advisory Services Inc. $463,202 4.33% 48,200 View
Small Shaker Financial Services, LLC $409,635 3.83% 42,626 View
Mega FIRST TRUST ADVISORS LP $348,295 3.26% 36,243 View
Small ROBINSON CAPITAL MANAGEMENT, LLC $250,705 2.34% 26,088 View
Large Cetera Investment Advisers $200,109 1.87% 20,823 View
Mega LPL Financial LLC $181,138 1.69% 18,849 View
Small SeaCrest Wealth Management, LLC $178,323 1.67% 18,556 View
Small Clear Creek Financial Management, LLC $177,544 1.66% 18,475 View
Mid WOLVERINE ASSET MANAGEMENT LLC $174,652 1.63% 18,174 View
Large COMMONWEALTH EQUITY SERVICES, LLC $139,345 1.30% 14,500 View
Small RFG Advisory, LLC $132,368 1.24% 13,774 View
Mid Private Advisor Group, LLC $124,449 1.16% 12,950 View
Mega WELLS FARGO & COMPANY/MN $120,240 1.12% 12,512 View
Large Lido Advisors, LLC $119,356 1.12% 12,420 View
Mid UHLMANN PRICE SECURITIES, LLC $114,608 1.07% 11,926 View
Micro Integrity Advisory Solutions, LLC $108,833 1.02% 11,325 View
Small BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC $58,611 0.55% 6,099 View
Small Investors Research Corp $24,025 0.22% 2,500 View
Mega UBS Group AG $18,431 0.17% 1,918 View
Micro KERR FINANCIAL PLANNING Corp $13,655 0.13% 1,421 View
Micro Glass Jacobson Investment Advisors llc $13,646 0.13% 1,420 View
Large TD Waterhouse Canada Inc. $9,610 0.09% 1,000 View
Small Thomas J. Herzfeld Advisors, Inc. $8,716 0.08% 907 View
Mid Advisory Services Network, LLC $5,987 0.06% 623 View
Small HIGHLINE WEALTH PARTNERS LLC $4,805 0.04% 500 View
Large FIFTH THIRD BANCORP $230 0.00% 24 View
Mega MORGAN STANLEY $9 0.00% 1 View

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