Principal Real Estate IncomePGZ
13F holders, Q4 2024 (December 31)28holders
2new positions
4sold out
$9.89avg. 13F price*
At the end of Q4 2024, 28 institutions reported holding Principal Real Estate Income (PGZ) in their 13F filings, unchanged from Q3 2024. 2 opened new positions and 4 sold out. The largest holders were Morgan Stanley ($4.4M), Saba Capital Management, L.P. ($4.0M) and Bulldog Investors, LLP ($3.7M).
- Company
- Principal Real Estate Income
- CUSIP
- 74255X104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $676K |
| Exits | 4 | $2.0M |
All 13F filers, Q3 2024 → Q4 2024: 338,174 shares bought and 292,682 shares sold, net +45,492 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 28 holders
| Morgan Stanley | 0.00% | Reduce -2.3% | 442,757 | $4.4M |
| Saba Capital Management, L.P. | 0.10% | Reduce -10.6% | 401,763 | $4.0M |
| Bulldog Investors, LLP | 0.96% | Add +103.0% | 369,396 | $3.7M |
| Riverbridge Partners LLC | 0.02% | Reduce -25.1% | 123,577 | $1.2M |
| J.W. Cole Advisors, Inc. | 0.03% | Add +81.3% | 74,955 | $741K |
| Osaic Holdings, Inc. | 0.00% | Add +1.2% | 60,940 | $602K |
| Wolverine Asset Management LLC | 0.04% | New | 56,338 | $557K |
| Shaker Financial Services, LLC | 0.20% | Add +78.4% | 52,041 | $514K |
| Robinson Capital Management, LLC | 0.18% | Add +5.7% | 46,008 | $455K |
| Sanctuary Advisors, LLC | 0.00% | No change | 41,050 | $419K |
| First Trust Advisors LP | 0.00% | Add +4.6% | 38,321 | $379K |
| Raymond James Financial Inc. | 0.00% | — | 34,055 | $336K |
| SeaCrest Wealth Management, LLC | 0.02% | Add +3.0% | 23,945 | $237K |
| Cetera Investment Advisers | 0.00% | Add +89.4% | 19,849 | $196K |
| Private Advisor Group, LLC | 0.00% | No change | 16,940 | $167K |
| Great Valley Advisor Group, Inc. | 0.00% | No change | 16,000 | $158K |
| Bank of Montreal | 0.00% | No change | 15,000 | $148K |
| UBS Group AG | 0.00% | Add +227.3% | 14,630 | $145K |
| Uhlmann Price Securities, LLC | 0.10% | Add +3.0% | 13,420 | $133K |
| Susquehanna International Group, LLP | 0.00% | New | 12,117 | $120K |
| Intellectus Partners, LLC | 0.02% | Reduce -9.3% | 10,234 | $101K |
| Blue Bell Private Wealth Management, LLC | 0.01% | Reduce -43.0% | 6,144 | $61K |
| Investors Research Corp | 0.01% | No change | 2,500 | $25K |
| Glass Jacobson Investment Advisors llc | 0.00% | Add +0.3% | 1,415 | $14K |
| Noble Wealth Management PBC | 0.01% | — | 1,000 | $10K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 1,000 | $10K |
| Wells Fargo & Company | 0.00% | Add +0.0% | 272 | $3K |
| Marshall & Sterling Wealth Advisors Inc. | 0.00% | — | 108 | $1K |
"% of holder's portfolio" is PGZ's weight in each manager's 13F, not the share of Principal Real Estate Income the manager owns.