Principal Real Estate IncomePGZ
13F holders, Q2 2025 (June 30)26holders −2
2new positions
2sold out
$10.52avg. 13F price*
At the end of Q2 2025, 26 institutions reported holding Principal Real Estate Income (PGZ) in their 13F filings, down 2 from Q1 2025. 2 opened new positions and 2 sold out. The largest holders were Morgan Stanley ($4.2M), Bulldog Investors, LLP ($3.9M) and Saba Capital Management, L.P. ($3.8M).
- Company
- Principal Real Estate Income
- CUSIP
- 74255X104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $133K |
| Exits | 2 | $93K |
All 13F filers, Q1 2025 → Q2 2025: 44,519 shares bought and 100,422 shares sold, net −55,903 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 26 holders
| Morgan Stanley | 0.00% | Reduce -5.1% | 401,185 | $4.2M |
| Bulldog Investors, LLP | 0.99% | Add +0.4% | 370,896 | $3.9M |
| Saba Capital Management, L.P. | 0.10% | Reduce -14.7% | 361,704 | $3.8M |
| Riverbridge Partners LLC | 0.02% | Add +3.9% | 141,372 | $1.5M |
| J.W. Cole Advisors, Inc. | 0.02% | Add +3.3% | 98,453 | $1.0M |
| Osaic Holdings, Inc. | 0.00% | Reduce -3.9% | 56,593 | $595K |
| Robinson Capital Management, LLC | 0.20% | Add +0.2% | 46,088 | $485K |
| NWF Advisory Services Inc. | 0.06% | No change | 44,500 | $468K |
| Raymond James Financial Inc. | 0.00% | Add +77.3% | 43,797 | $461K |
| First Trust Advisors LP | 0.00% | Reduce -0.4% | 34,710 | $365K |
| UBS Group AG | 0.00% | Reduce -7.3% | 26,069 | $274K |
| Cetera Investment Advisers | 0.00% | Add +0.2% | 23,156 | $244K |
| SeaCrest Wealth Management, LLC | 0.02% | Reduce -2.4% | 19,131 | $201K |
| RFG Advisory, LLC | 0.00% | Add +16.8% | 18,074 | $190K |
| Clear Creek Financial Management, LLC | 0.02% | No change | 16,875 | $178K |
| Great Valley Advisor Group, Inc. | 0.00% | No change | 16,000 | $168K |
| Private Advisor Group, LLC | 0.00% | Reduce -6.7% | 14,225 | $150K |
| Uhlmann Price Securities, LLC | 0.09% | Reduce -8.9% | 12,601 | $133K |
| Baird Financial Group, Inc. | 0.00% | New | 11,699 | $123K |
| Blue Bell Private Wealth Management, LLC | 0.01% | Reduce -2.4% | 5,897 | $62K |
| Investors Research Corp | 0.01% | No change | 2,500 | $26K |
| Glass Jacobson Investment Advisors llc | 0.01% | Add +0.3% | 1,420 | $15K |
| S.A. Mason LLC | 0.01% | Add +3.1% | 1,041 | $11K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 1,000 | $11K |
| Kozak & Associates, Inc. | 0.00% | New | 976 | $10K |
| Marshall & Sterling Wealth Advisors Inc. | 0.00% | Add +3.6% | 115 | $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.