Principal Real Estate IncomePGZ
13F holders, Q3 2024 (September 30)28holders +2
5new positions
3sold out
$11.16avg. 13F price*
At the end of Q3 2024, 28 institutions reported holding Principal Real Estate Income (PGZ) in their 13F filings, up 2 from Q2 2024. 5 opened new positions and 3 sold out. The largest holders were Morgan Stanley ($5.1M), Saba Capital Management, L.P. ($5.0M) and Bulldog Investors, LLP ($2.0M).
- Company
- Principal Real Estate Income
- CUSIP
- 74255X104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $2.6M |
| Exits | 3 | $339K |
All 13F filers, Q2 2024 → Q3 2024: 254,115 shares bought and 306,311 shares sold, net −52,196 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 28 holders
| Morgan Stanley | 0.00% | Reduce -0.6% | 453,150 | $5.1M |
| Saba Capital Management, L.P. | 0.11% | Reduce -20.9% | 449,507 | $5.0M |
| Bulldog Investors, LLP | 0.69% | Reduce -42.4% | 181,925 | $2.0M |
| Riverbridge Partners LLC | 0.02% | Add +2.0% | 165,063 | $1.8M |
| NorthCoast Asset Management LLC | 0.01% | New | 134,739 | $1.5M |
| Osaic Holdings, Inc. | 0.00% | Reduce -1.1% | 60,220 | $673K |
| Robinson Capital Management, LLC | 0.17% | New | 43,538 | $487K |
| J.W. Cole Advisors, Inc. | 0.02% | New | 41,348 | $462K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -1.6% | 41,050 | $436K |
| First Trust Advisors LP | 0.00% | Reduce -4.4% | 36,633 | $409K |
| NWF Advisory Services Inc. | 0.06% | No change | 36,500 | $408K |
| Shaker Financial Services, LLC | 0.12% | Add +126.2% | 29,173 | $326K |
| Raymond James & Associates | 0.00% | Add +5.2% | 27,124 | $303K |
| SeaCrest Wealth Management, LLC | 0.03% | Add +8.4% | 23,251 | $260K |
| Private Advisor Group, LLC | 0.00% | Reduce -24.0% | 16,940 | $189K |
| Bank of Montreal | 0.00% | No change | 15,000 | $184K |
| Great Valley Advisor Group, Inc. | 0.00% | No change | 16,000 | $179K |
| Uhlmann Price Securities, LLC | 0.12% | — | 13,026 | $146K |
| Intellectus Partners, LLC | 0.03% | Add +3.1% | 11,278 | $126K |
| Blue Bell Private Wealth Management, LLC | 0.02% | Reduce -17.0% | 10,771 | $120K |
| NewEdge Advisors, LLC | 0.00% | Reduce -4.5% | 10,600 | $118K |
| Cetera Investment Advisers | 0.00% | New | 10,479 | $117K |
| UBS Group AG | 0.00% | Reduce -57.1% | 4,470 | $50K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +1.9% | 4,149 | $46K |
| Investors Research Corp | 0.01% | No change | 2,500 | $28K |
| Glass Jacobson Investment Advisors llc | 0.01% | No change | 1,410 | $16K |
| CoreCap Advisors, LLC | 0.00% | Reduce -47.2% | 1,400 | $16K |
| TD Waterhouse Canada Inc. | 0.00% | New | 1,000 | $11K |
"% of holder's portfolio" is PGZ's weight in each manager's 13F, not the share of Principal Real Estate Income the manager owns.