Principal Real Estate IncomePGZ
13F holders, Q1 2025 (March 31)28holders
4new positions
5sold out
$10.53avg. 13F price*
At the end of Q1 2025, 28 institutions reported holding Principal Real Estate Income (PGZ) in their 13F filings, unchanged from Q4 2024. 4 opened new positions and 5 sold out. The largest holders were Saba Capital Management, L.P. ($4.5M), Morgan Stanley ($4.5M) and Bulldog Investors, LLP ($3.9M).
- Company
- Principal Real Estate Income
- CUSIP
- 74255X104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $820K |
| Exits | 5 | $1.3M |
All 13F filers, Q4 2024 → Q1 2025: 151,485 shares bought and 220,280 shares sold, net −68,795 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 28 holders
| Saba Capital Management, L.P. | 0.12% | Add +5.6% | 424,224 | $4.5M |
| Morgan Stanley | 0.00% | Reduce -4.5% | 422,881 | $4.5M |
| Bulldog Investors, LLP | 1.06% | No change | 369,396 | $3.9M |
| Riverbridge Partners LLC | 0.02% | Add +10.1% | 136,058 | $1.4M |
| J.W. Cole Advisors, Inc. | 0.03% | Add +27.1% | 95,292 | $1.0M |
| Osaic Holdings, Inc. | 0.00% | Reduce -3.4% | 58,895 | $620K |
| Robinson Capital Management, LLC | 0.20% | No change | 46,008 | $484K |
| NWF Advisory Services Inc. | 0.07% | New | 44,500 | $469K |
| First Trust Advisors LP | 0.00% | Reduce -9.0% | 34,856 | $367K |
| UBS Group AG | 0.00% | Add +92.2% | 28,114 | $296K |
| Raymond James Financial Inc. | 0.00% | Reduce -27.5% | 24,702 | $260K |
| Cetera Investment Advisers | 0.00% | Add +16.4% | 23,102 | $243K |
| SeaCrest Wealth Management, LLC | 0.02% | Reduce -18.1% | 19,606 | $206K |
| Clear Creek Financial Management, LLC | 0.02% | New | 16,875 | $178K |
| Great Valley Advisor Group, Inc. | 0.00% | No change | 16,000 | $168K |
| RFG Advisory, LLC | 0.00% | New | 15,474 | $163K |
| Private Advisor Group, LLC | 0.00% | Reduce -10.0% | 15,240 | $160K |
| Uhlmann Price Securities, LLC | 0.11% | Add +3.0% | 13,827 | $146K |
| Wolverine Asset Management LLC | 0.01% | Reduce -86.4% | 7,649 | $81K |
| Blue Bell Private Wealth Management, LLC | 0.01% | Reduce -1.6% | 6,044 | $64K |
| Investors Research Corp | 0.01% | No change | 2,500 | $26K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 1,415 | $14K |
| CoreCap Advisors, LLC | 0.00% | Add +0.0% | 1,200 | $13K |
| S.A. Mason LLC | 0.01% | New | 1,010 | $11K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 1,000 | $11K |
| Noble Wealth Management PBC | 0.01% | No change | 1,000 | $11K |
| Marshall & Sterling Wealth Advisors Inc. | 0.00% | Add +2.8% | 111 | $1K |
| Wells Fargo & Company | 0.00% | Reduce -99.6% | 1 | $14 |
"% of holder's portfolio" is PGZ's weight in each manager's 13F, not the share of Principal Real Estate Income the manager owns.