PGZ
Principal Real Estate Income Fund
$10.37
+0.10 (+0.97%)
At close · Jul 7
Market Cap
$69.42M
Shares
6,694,109
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
The Jun 30, 2026 filing window is
still open — showing the latest known positions. Funds that have not filed yet
carry their prior-quarter positions; a fund that filed without this stock counts
as sold out.
Holders: 34
Total Value: $14,958,188
Total Shares: 1,556,422
Institutional Ownership Trend
26 quarters
Holder Concentration
Across 34 13F filersTop Holder
28.5%
of institutional value
Top 5
65.6%
of institutional value
Top 10
83.1%
of institutional value
HHI
1,275
Broadly held
| Holder | Value (USD) | % of 13F | Shares | Type | Discretion | Filed | Open | |||
|---|---|---|---|---|---|---|---|---|---|---|
| Mega MORGAN STANLEY | $4,258,651 | 28.47% | 443,148 | Shares | Defined | 2026-05-15 | ||||
| Mid RIVERBRIDGE PARTNERS LLC | $1,943,795 | 12.99% | 202,268 | Shares | Sole | 2026-04-17 | ||||
| Mid Advisors Asset Management, Inc. | $1,672,130 | 11.18% | 173,999 | Shares | Sole | 2026-05-15 | ||||
| Large GUGGENHEIM CAPITAL LLC | $1,150,816 | 7.69% | 119,752 | Shares | Defined | 2026-05-15 | ||||
| Micro Closed-End Fund Advisors, Inc. | $785,463 | 5.25% | 81,734 | Shares | Sole | 2026-05-11 | ||||
| Mid EVOLVE PRIVATE WEALTH, LLC | $681,224 | 4.55% | 70,887 | Shares | Sole | 2026-04-16 | ||||
| Mega RAYMOND JAMES FINANCIAL INC | $582,423 | 3.89% | 60,606 | Shares | Defined | 2026-05-14 | ||||
| Large OSAIC HOLDINGS, INC. | $481,893 | 3.22% | 50,145 | Shares | Defined | 2026-05-15 | ||||
| Small NWF Advisory Services Inc. | $463,202 | 3.10% | 48,200 | Shares | Sole | 2026-05-04 | ||||
| Small Shaker Financial Services, LLC | $409,635 | 2.74% | 42,626 | Shares | Sole | 2026-05-12 | ||||
| Mega FIRST TRUST ADVISORS LP | $348,295 | 2.33% | 36,243 | Shares | Sole | 2026-05-13 | ||||
| Small ROBINSON CAPITAL MANAGEMENT, LLC | $250,705 | 1.68% | 26,088 | Shares | Sole | 2026-05-11 | ||||
| Large Cetera Investment Advisers | $200,109 | 1.34% | 20,823 | Shares | Sole | 2026-05-13 | ||||
| Mega LPL Financial LLC | $181,138 | 1.21% | 18,849 | Shares | Sole | 2026-05-06 | ||||
| Small SeaCrest Wealth Management, LLC | $178,323 | 1.19% | 18,556 | Shares | Sole | 2026-04-15 | ||||
| Small Clear Creek Financial Management, LLC | $177,544 | 1.19% | 18,475 | Shares | Sole | 2026-04-23 | ||||
| Mid WOLVERINE ASSET MANAGEMENT LLC | $174,652 | 1.17% | 18,174 | Shares | Defined | 2026-05-04 | ||||
| Large COMMONWEALTH EQUITY SERVICES, LLC | $139,345 | 0.93% | 14,500 | Shares | Sole | 2026-04-27 | ||||
| Small RFG Advisory, LLC | $132,368 | 0.88% | 13,774 | Shares | Sole | 2026-04-20 | ||||
| Mid Private Advisor Group, LLC | $124,449 | 0.83% | 12,950 | Shares | Sole | 2026-04-27 | ||||
| Mega WELLS FARGO & COMPANY/MN | $120,240 | 0.80% | 12,512 | Shares | Defined | 2026-05-11 | ||||
| Large Lido Advisors, LLC | $119,356 | 0.80% | 12,420 | Shares | Sole | 2026-05-13 | ||||
| Mid UHLMANN PRICE SECURITIES, LLC Broker-Dealer | $114,608 | 0.77% | 11,926 | Shares | Sole | 2026-04-16 | ||||
| Micro Integrity Advisory Solutions, LLC | $108,833 | 0.73% | 11,325 | Shares | Sole | 2026-05-11 | ||||
| Small BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $58,611 | 0.39% | 6,099 | Shares | Sole | 2026-05-11 | ||||
| Small Investors Research Corp | $24,025 | 0.16% | 2,500 | Shares | Sole | 2026-04-03 | ||||
| Mega UBS Group AG | $18,431 | 0.12% | 1,918 | Shares | Defined | 2026-05-05 | ||||
| Micro KERR FINANCIAL PLANNING Corp | $14,930 | 0.10% | 1,451 | Shares | Sole | 2026-07-02 | ||||
| Micro Glass Jacobson Investment Advisors llc | $13,646 | 0.09% | 1,420 | Shares | Sole | 2026-04-23 | ||||
| Large TD Waterhouse Canada Inc. | $9,610 | 0.06% | 1,000 | Shares | Defined | 2026-05-12 | ||||
| Small Thomas J. Herzfeld Advisors, Inc. | $8,716 | 0.06% | 907 | Shares | Sole | 2026-05-12 | ||||
| Mid Advisory Services Network, LLC | $5,987 | 0.04% | 623 | Shares | Sole | 2026-05-15 | ||||
| Small HIGHLINE WEALTH PARTNERS LLC | $4,805 | 0.03% | 500 | Shares | Sole | 2026-04-06 | ||||
| Large FIFTH THIRD BANCORP Bank | $230 | 0.00% | 24 | Shares | Defined | 2026-05-01 | ||||
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