Principal Real Estate IncomePGZ
13F holders, Q2 2024 (June 30)26holders +2
4new positions
3sold out
$10.21avg. 13F price*
At the end of Q2 2024, 26 institutions reported holding Principal Real Estate Income (PGZ) in their 13F filings, up 2 from Q1 2024. 4 opened new positions and 3 sold out. The largest holders were Saba Capital Management, L.P. ($5.8M), Morgan Stanley ($4.7M) and Bulldog Investors, LLP ($3.2M).
- Company
- Principal Real Estate Income
- CUSIP
- 74255X104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $379K |
| Exits | 3 | $2.0M |
All 13F filers, Q1 2024 → Q2 2024: 67,291 shares bought and 264,659 shares sold, net −197,368 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 26 holders
| Saba Capital Management, L.P. | 0.13% | No change | 568,008 | $5.8M |
| Morgan Stanley | 0.00% | Reduce 0.0% | 455,665 | $4.7M |
| Bulldog Investors, LLP | 1.21% | Add +5.8% | 315,587 | $3.2M |
| Riverbridge Partners LLC | 0.02% | Add +3.0% | 161,891 | $1.7M |
| Osaic Holdings, Inc. | 0.00% | Reduce -14.8% | 60,873 | $621K |
| Sanctuary Advisors, LLC | 0.00% | — | 41,705 | $411K |
| First Trust Advisors LP | 0.00% | Reduce -53.9% | 38,320 | $391K |
| NWF Advisory Services Inc. | 0.06% | No change | 36,500 | $373K |
| Raymond James & Associates | 0.00% | No change | 25,774 | $263K |
| Private Advisor Group, LLC | 0.00% | Reduce -6.7% | 22,290 | $228K |
| SeaCrest Wealth Management, LLC | 0.02% | Add +1.8% | 21,457 | $219K |
| Bank of Montreal | 0.00% | No change | 15,000 | $170K |
| Great Valley Advisor Group, Inc. | 0.00% | No change | 16,000 | $163K |
| Landscape Capital Management, L.L.C. | 0.01% | New | 15,759 | $161K |
| International Assets Investment Management, LLC | 0.01% | No change | 13,156 | $134K |
| Blue Bell Private Wealth Management, LLC | 0.03% | Reduce -2.3% | 12,971 | $132K |
| Shaker Financial Services, LLC | 0.05% | New | 12,900 | $132K |
| NewEdge Advisors, LLC | 0.00% | Reduce -6.7% | 11,100 | $113K |
| Intellectus Partners, LLC | 0.03% | Reduce -34.5% | 10,934 | $112K |
| UBS Group AG | 0.00% | Add +346.5% | 10,422 | $106K |
| Wolverine Asset Management LLC | 0.00% | New | 4,269 | $44K |
| EverSource Wealth Advisors, LLC | 0.00% | New | 4,071 | $43K |
| CoreCap Advisors, LLC | 0.00% | No change | 2,650 | $27K |
| Investors Research Corp | 0.01% | No change | 2,500 | $26K |
| Glass Jacobson Investment Advisors llc | 0.01% | Add +0.4% | 1,410 | $14K |
| Wells Fargo & Company | 0.00% | Reduce -90.8% | 202 | $2K |
"% of holder's portfolio" is PGZ's weight in each manager's 13F, not the share of Principal Real Estate Income the manager owns.