Principal Real Estate IncomePGZ
13F holders, Q1 2024 (March 31)24holders
$10.31avg. 13F price*
At the end of Q1 2024, 24 institutions reported holding Principal Real Estate Income (PGZ) in their 13F filings. The largest holders were Saba Capital Management, L.P. ($5.9M), Morgan Stanley ($4.7M) and Bulldog Investors, LLP ($3.1M).
- Company
- Principal Real Estate Income
- CUSIP
- 74255X104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $150K |
| Exits | 5 | $576K |
Ownership 24 holders
| Saba Capital Management, L.P. | 0.13% | No change | 568,008 | $5.9M |
| Morgan Stanley | 0.00% | Add +5.7% | 455,674 | $4.7M |
| Bulldog Investors, LLP | 1.02% | Reduce -0.9% | 298,440 | $3.1M |
| Riverbridge Partners LLC | 0.02% | Add +2.5% | 157,227 | $1.6M |
| Relative Value Partners Group, LLC | 0.09% | Add +0.0% | 140,864 | $1.4M |
| First Trust Advisors LP | 0.00% | Add +10.4% | 83,114 | $859K |
| Osaic Holdings, Inc. | 0.00% | Reduce -27.0% | 71,411 | $738K |
| Sit Investment Associates Inc. | 0.01% | Reduce -10.6% | 57,921 | $598K |
| NWF Advisory Services Inc. | 0.06% | No change | 36,500 | $377K |
| Raymond James & Associates | 0.00% | Reduce -6.9% | 25,774 | $266K |
| Private Advisor Group, LLC | 0.00% | No change | 23,890 | $247K |
| SeaCrest Wealth Management, LLC | 0.03% | Add +21.0% | 21,069 | $218K |
| Intellectus Partners, LLC | 0.05% | Reduce -4.2% | 16,688 | $172K |
| Bank of Montreal | 0.00% | Reduce -25.0% | 15,000 | $172K |
| Great Valley Advisor Group, Inc. | 0.01% | No change | 16,000 | $165K |
| Blue Bell Private Wealth Management, LLC | 0.03% | Add +128.8% | 13,271 | $137K |
| International Assets Investment Management, LLC | 0.01% | Add +9.1% | 13,156 | $135K |
| NewEdge Advisors, LLC | 0.00% | New | 11,900 | $123K |
| CoreCap Advisors, LLC | 0.00% | New | 2,650 | $27K |
| Investors Research Corp | 0.01% | No change | 2,500 | $26K |
| UBS Group AG | 0.00% | No change | 2,334 | $24K |
| Wells Fargo & Company | 0.00% | Reduce -38.9% | 2,201 | $23K |
| Glass Jacobson Investment Advisors llc | 0.01% | No change | 1,405 | $15K |
| Bank of America Corp. | 0.00% | No change | 80 | $826 |
"% of holder's portfolio" is PGZ's weight in each manager's 13F, not the share of Principal Real Estate Income the manager owns.