Stocks
PGZ Principal Real Estate Income Fund

PGZ

Principal Real Estate Income Fund

Company with tickers: PGZ

CIK

1557523

CUSIP

74255X104

Price Holdings Short Volume Short Interest Fails to Deliver SEC Filings Earnings Calls Insider Trading Congress Trades

Report Date:

Holders: 33

Total Value: $15,804,734

Total Shares: 1,578,896

Holder	Value (USD)	Shares	Change	Type	Discretion	Filed	Action
MORGAN STANLEY	$4,607,222	460,262	+46026100.0%	Shares	Defined	2026-02-13	View
RIVERBRIDGE PARTNERS LLC	$1,873,912	187,204	+29.1%	Shares	Sole	2026-01-13	View
Advisors Asset Management, Inc.	$1,752,130	175,038	+15.6%	Shares	Sole	2026-02-12	View
J.W. COLE ADVISORS, INC.	$1,129,138	112,801	+0.6%	Shares	Sole	2026-02-11	View
Closed-End Fund Advisors, Inc.	$826,805	82,598	New	Shares	Sole	2026-02-11	View
EVOLVE PRIVATE WEALTH, LLC	$709,618	70,891	New	Shares	Sole	2026-02-17	View
RAYMOND JAMES FINANCIAL INC	$515,374	51,486	+4.9%	Shares	Defined	2026-02-18	View
Robinson Capital Management, LLC	$511,390	51,088	+10.8%	Shares	Sole	2026-02-13	View
Shaker Financial Services, LLC	$508,768	50,826	+272.9%	Shares	Sole	2026-01-26	View
Advisor Group Holdings, Inc.	$499,669	49,917	-15.9%	Shares	Defined	2026-02-17	View
Guggenheim Capital LLC	$421,520	42,110	New	Shares	Defined	2026-02-17	View
FIRST TRUST ADVISORS LP	$337,547	33,721	-5.9%	Shares	Sole	2026-02-13	View
WOLVERINE ASSET MANAGEMENT LLC	$297,677	29,738	New	Shares	Defined	2026-02-02	View
Cetera Investment Advisers	$232,252	23,202	-0.0%	Shares	Sole	2026-02-17	View
SeaCrest Wealth Management, LLC	$193,162	19,297	-0.7%	Shares	Sole	2026-01-12	View
LPL Financial LLC	$189,018	18,883	+37.3%	Shares	Sole	2026-02-11	View
Baird Financial Group, Inc.	$179,879	17,970	+9.0%	Shares	Defined	2026-02-13	View
Clear Creek Financial Management, LLC	$178,428	17,825	0.0%	Shares	Sole	2026-01-23	View
RFG Advisory, LLC	$160,900	16,074	-13.0%	Shares	Sole	2026-02-03	View
COMMONWEALTH EQUITY SERVICES, LLC	$145,145	14,500	-2.1%	Shares	Sole	2026-02-12	View
UHLMANN PRICE SECURITIES, LLC	$133,853	13,372	+3.1%	Shares	Sole	2026-01-12	View
Private Advisor Group, LLC	$127,377	12,725	-10.5%	Shares	Sole	2026-02-17	View
SUSQUEHANNA INTERNATIONAL GROUP, LLP	$113,123	11,301	New	Shares	Other	2026-02-17	View
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	$58,528	5,847	-0.8%	Shares	Sole	2026-02-09	View
Investors Research Corp	$25,025	2,500	0.0%	Shares	Sole	2026-01-06	View
UBS Group AG	$23,943	2,392	-17.7%	Shares	Defined	2026-01-29	View
Glass Jacobson Investment Advisors llc	$14,214	1,420	0.0%	Shares	Sole	2026-01-22	View
KERR FINANCIAL PLANNING Corp	$13,923	1,391	+3.1%	Shares	Sole	2026-02-10	View
TD Waterhouse Canada Inc.	$10,010	1,000	0.0%	Shares	Defined	2026-01-27	View
Thomas J. Herzfeld Advisors, Inc.	$9,929	992	New	Shares	Sole	2026-02-13	View
HIGHLINE WEALTH PARTNERS LLC	$5,005	500	0.0%	Shares	Sole	2026-01-15	View
COMERICA BANK	$240	24	New	Shares	Sole	2026-01-29	View
WELLS FARGO & COMPANY/MN	$10	1	-50.0%	Shares	Defined	2026-02-13	View