Principal Real Estate IncomePGZ
13F holders, Q2 2026 (June 30)30holders −4
1new positions
5sold out
$10.29avg. 13F price*
At the end of Q2 2026, 30 institutions reported holding Principal Real Estate Income (PGZ) in their 13F filings, down 4 from Q1 2026. 1 opened new positions and 5 sold out. The largest holders were Morgan Stanley ($5.0M), Riverbridge Partners LLC ($2.1M) and Advisors Asset Management, Inc. ($1.8M).
- Company
- Principal Real Estate Income
- CUSIP
- 74255X104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $1.2M |
| Exits | 5 | $536K |
All 13F filers, Q1 2026 → Q2 2026: 306,559 shares bought and 108,798 shares sold, net +197,761 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 30 holders
| Morgan Stanley | 0.00% | Add +10.4% | 489,242 | $5.0M |
| Riverbridge Partners LLC | 0.06% | Add +0.9% | 204,139 | $2.1M |
| Advisors Asset Management, Inc. | 0.03% | Reduce -0.4% | 173,375 | $1.8M |
| Guggenheim Capital LLC | 0.01% | Add +7.0% | 128,189 | $1.3M |
| Lido Advisors, LLC | 0.00% | Add +834.9% | 116,120 | $1.2M |
| J.W. Cole Advisors, Inc. | 0.02% | New | 115,141 | $1.2M |
| Closed-End Fund Advisors, Inc. | 0.83% | Add +1.3% | 82,825 | $852K |
| Raymond James Financial Inc. | 0.00% | Add +23.2% | 74,647 | $768K |
| Evolve Private Wealth, LLC | 0.04% | Reduce -7.3% | 65,743 | $676K |
| Osaic Holdings, Inc. | 0.00% | Reduce -14.6% | 42,826 | $441K |
| NWF Advisory Services Inc. | 0.04% | Reduce -16.6% | 40,200 | $414K |
| First Trust Advisors LP | 0.00% | Add +2.2% | 37,025 | $381K |
| Robinson Capital Management, LLC | 0.12% | No change | 26,088 | $268K |
| Wells Fargo & Company | 0.00% | Add +79.8% | 22,500 | $232K |
| Cetera Investment Advisers | 0.00% | Add +8.0% | 22,488 | $231K |
| LPL Financial LLC | 0.00% | Add +13.7% | 21,433 | $221K |
| SeaCrest Wealth Management, LLC | 0.02% | Add +6.1% | 19,690 | $203K |
| Clear Creek Financial Management, LLC | 0.01% | No change | 18,475 | $190K |
| Commonwealth Equity Services, LLC | 0.00% | No change | 14,500 | $149K |
| Private Advisor Group, LLC | 0.00% | No change | 12,950 | $133K |
| Shaker Financial Services, LLC | 0.04% | Reduce -73.8% | 11,146 | $115K |
| Blue Bell Private Wealth Management, LLC | 0.01% | No change | 6,099 | $63K |
| Investors Research Corp | 0.00% | No change | 2,500 | $26K |
| UBS Group AG | 0.00% | Reduce -21.3% | 1,509 | $16K |
| KERR FINANCIAL PLANNING Corp | 0.02% | Add +2.1% | 1,451 | $15K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 1,420 | $15K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 1,000 | $10K |
| Thomas J. Herzfeld Advisors, Inc. | 0.00% | Add +0.1% | 908 | $9K |
| Highline Wealth Partners LLC | 0.00% | No change | 500 | $5K |
| Fifth Third Bancorp | 0.00% | No change | 24 | $247 |
"% of holder's portfolio" is PGZ's weight in each manager's 13F, not the share of Principal Real Estate Income the manager owns.