Principal Real Estate IncomePGZ
13F holders, Q3 2025 (September 30)33holders +7
7new positions
2sold out
$10.46avg. 13F price*
At the end of Q3 2025, 33 institutions reported holding Principal Real Estate Income (PGZ) in their 13F filings, up 7 from Q2 2025. 7 opened new positions and 2 sold out. The largest holders were Morgan Stanley ($4.4M), Bulldog Investors, LLP ($2.0M) and Advisors Asset Management, Inc. ($1.6M).
- Company
- Principal Real Estate Income
- CUSIP
- 74255X104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $2.1M |
| Exits | 2 | $12K |
All 13F filers, Q2 2025 → Q3 2025: 250,751 shares bought and 435,708 shares sold, net −184,957 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 33 holders
| Morgan Stanley | 0.00% | Add +4.2% | 417,884 | $4.4M |
| Bulldog Investors, LLP | 0.46% | Reduce -48.8% | 189,736 | $2.0M |
| Advisors Asset Management, Inc. | 0.03% | New | 151,374 | $1.6M |
| Riverbridge Partners LLC | 0.03% | Add +2.5% | 144,972 | $1.5M |
| Saba Capital Management, L.P. | 0.05% | Reduce -63.4% | 132,451 | $1.4M |
| J.W. Cole Advisors, Inc. | 0.02% | Add +13.9% | 112,130 | $1.2M |
| Osaic Holdings, Inc. | 0.00% | Add +5.7% | 59,821 | $629K |
| Raymond James Financial Inc. | 0.00% | Add +12.0% | 49,062 | $513K |
| NWF Advisory Services Inc. | 0.06% | Add +7.9% | 48,000 | $502K |
| Robinson Capital Management, LLC | 0.35% | No change | 46,088 | $482K |
| First Trust Advisors LP | 0.00% | Add +3.2% | 35,828 | $375K |
| Cetera Investment Advisers | 0.00% | Add +0.2% | 23,211 | $243K |
| SeaCrest Wealth Management, LLC | 0.02% | Add +1.6% | 19,430 | $202K |
| RFG Advisory, LLC | 0.00% | Add +2.2% | 18,474 | $193K |
| Clear Creek Financial Management, LLC | 0.02% | Add +5.6% | 17,825 | $186K |
| Baird Financial Group, Inc. | 0.00% | Add +40.9% | 16,484 | $172K |
| Great Valley Advisor Group, Inc. | 0.00% | No change | 16,000 | $167K |
| Commonwealth Equity Services, LLC | 0.00% | New | 14,805 | $155K |
| Private Advisor Group, LLC | 0.00% | No change | 14,225 | $149K |
| LPL Financial LLC | 0.00% | New | 13,758 | $144K |
| Shaker Financial Services, LLC | 0.05% | New | 13,629 | $143K |
| Uhlmann Price Securities, LLC | 0.08% | Add +2.9% | 12,971 | $136K |
| Blue Bell Private Wealth Management, LLC | 0.01% | No change | 5,897 | $62K |
| UBS Group AG | 0.00% | Reduce -88.9% | 2,905 | $30K |
| Investors Research Corp | 0.00% | No change | 2,500 | $26K |
| CX Institutional | 0.00% | New | 1,445 | $15K |
| Glass Jacobson Investment Advisors llc | 0.01% | No change | 1,420 | $15K |
| KERR FINANCIAL PLANNING Corp | 0.02% | — | 1,349 | $14K |
| Advisory Services Network, LLC | 0.00% | New | 1,292 | $14K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 1,000 | $10K |
| Highline Wealth Partners LLC | 0.00% | New | 500 | $5K |
| Wells Fargo & Company | 0.00% | Add +0.0% | 2 | $16 |
| Kozak & Associates, Inc. | 0.00% | Reduce -99.9% | 1 | $6 |
"% of holder's portfolio" is PGZ's weight in each manager's 13F, not the share of Principal Real Estate Income the manager owns.