PGZ · Principal Real Estate Income Fund · Shareholders & Ownership
Market Cap
$58.37M
Shares
6.69M
Volume · Oct 20
19.87K
Avg daily vol (3M)
20.45K
Every disclosed holder of PGZ in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.
Who Owns PGZ
13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positionsNo chart: shares outstanding cannot be set against these holders.
| Holder group | Shares | % Out |
|---|---|---|
| Institutional (13F) | 1,832,971 | — |
| Insiders (Forms 3, 4, 5) | 35,627 | — |
| 13D/G-only blocks | 651,033 | — |
| Registered funds (N-PORT, not summed) | 30,293 | — |
% Out is unavailable: no shares outstanding count is on record.
13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.
Holders of PGZ
| # | Holder | Shares | As of | Notes |
|---|---|---|---|---|
| 1 |
MORGAN STANLEY
13F
CIK 895421 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
489,242 | ||
| 2 |
Bulldog Investors, LLP
13D
CIK 1504304 · Registered investment adviser · Aug 7, 2025
|
333,144 | ||
| 3 |
Saba Capital Management, L.P.
13D
CIK 1510281 · Registered investment adviser · Jul 11, 2025
|
317,889 | ||
| 4 |
RIVERBRIDGE PARTNERS LLC
13F
CIK 1112325 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
204,139 | ||
| 5 |
Advisors Asset Management, Inc.
13F
CIK 1297376 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
173,375 | ||
| 6 |
GUGGENHEIM CAPITAL LLC
13F
CIK 1283072 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
128,189 | ||
| 6.1 |
Multi-Hedge Strategies Fund
Fund
S000003747 · Registered fund · Jun 30, 2026
Rydex Variable Trust, not summed
|
3,342 | ||
| 6.2 |
Guggenheim Multi-Hedge Strategies Fund
Fund
S000003763 · Registered fund · Jun 30, 2026
Rydex Series Funds, not summed
|
1,193 | ||
| 7 |
Lido Advisors, LLC
13F
CIK 1650150 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
116,120 | ||
| 8 |
J.W. COLE ADVISORS, INC.
13F
CIK 1404763 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
115,141 | ||
| 9 |
Shaker Financial Services, LLC
13F
CIK 1511794 · Registered investment adviser · Sep 30, 2026
|
90,664 | ||
| 10 |
Closed-End Fund Advisors, Inc.
13F
CIK 2103520 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
82,825 | ||
| 11 |
RAYMOND JAMES FINANCIAL INC
13F
CIK 720005 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
74,647 | ||
| 12 |
EVOLVE PRIVATE WEALTH, LLC
13F
CIK 2111131 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
65,743 | ||
| 13 |
OSAIC HOLDINGS, INC.
13F
CIK 1677044 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
42,826 | ||
| 14 |
NWF Advisory Services Inc.
13F
CIK 2045735 · Registered investment adviser · Sep 30, 2026
|
39,500 | ||
| 15 |
FIRST TRUST ADVISORS LP
13F
CIK 1125816 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
37,025 | ||
| 16 |
|
35,627 | ||
| 17 |
ROBINSON CAPITAL MANAGEMENT, LLC
13F
CIK 1599795 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
26,088 | ||
| 18 |
Robinson Opportunistic Income Fund
Fund
S000052274 · Registered fund · Jun 30, 2026
INVESTMENT MANAGERS SERIES TRUST, not summed
|
25,758 | ||
| 19 |
WELLS FARGO & COMPANY/MN
13F
CIK 72971 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
22,500 | ||
| 20 |
Cetera Investment Advisers
13F
CIK 1666741 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
22,488 | ||
| 21 |
LPL Financial LLC
13F
CIK 1403438 · Broker-dealer · Jun 30, 2026
carried, not yet filed for the newest quarter
|
21,433 | ||
| 22 |
SeaCrest Wealth Management, LLC
13F
CIK 1728121 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
19,690 | ||
| 23 |
Clear Creek Financial Management, LLC
13F
CIK 1784235 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
18,475 | ||
| 24 |
COMMONWEALTH EQUITY SERVICES, LLC
13F
CIK 312272 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
14,500 | ||
| 25 |
Private Advisor Group, LLC
13F
CIK 1567755 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
12,950 | ||
| 26 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
13F
CIK 1352860 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
6,099 | ||
| 27 |
Investors Research Corp
13F
CIK 1730630 · Registered investment adviser · Sep 30, 2026
|
2,500 | ||
| 28 |
|
1,509 | ||
| 29 |
KERR FINANCIAL PLANNING Corp
13F
CIK 2095947 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,451 | ||
| 30 |
Glass Jacobson Investment Advisors llc
13F
CIK 1964394 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,420 | ||
| 31 |
TD Waterhouse Canada Inc.
13F
CIK 1999606 · Unknown · Sep 30, 2026
|
1,000 | ||
| 32 |
Thomas J. Herzfeld Advisors, Inc.
13F
CIK 1509510 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
908 | ||
| 33 |
HIGHLINE WEALTH PARTNERS LLC
13F
CIK 2042654 · Registered investment adviser · Sep 30, 2026
|
500 | ||
| 34 |
FIFTH THIRD BANCORP
13F
CIK 35527 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
24 |
Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.