Principal Real Estate IncomePGZ
13F holders, Q4 2025 (December 31)34holders +1
5new positions
6sold out
$10.01avg. 13F price*
At the end of Q4 2025, 34 institutions reported holding Principal Real Estate Income (PGZ) in their 13F filings, up 1 from Q3 2025. 5 opened new positions and 6 sold out. The largest holders were Morgan Stanley ($4.6M), Riverbridge Partners LLC ($1.9M) and Advisors Asset Management, Inc. ($1.8M).
- Company
- Principal Real Estate Income
- CUSIP
- 74255X104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $842K |
| Exits | 6 | $3.6M |
All 13F filers, Q3 2025 → Q4 2025: 244,785 shares bought and 359,647 shares sold, net −114,862 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 34 holders
| Morgan Stanley | 0.00% | Add +10.1% | 460,262 | $4.6M |
| Riverbridge Partners LLC | 0.04% | Add +29.1% | 187,204 | $1.9M |
| Advisors Asset Management, Inc. | 0.03% | Add +15.6% | 175,038 | $1.8M |
| J.W. Cole Advisors, Inc. | 0.03% | Add +0.6% | 112,801 | $1.1M |
| Closed-End Fund Advisors, Inc. | 0.49% | — | 82,598 | $827K |
| Evolve Private Wealth, LLC | 0.04% | — | 70,891 | $710K |
| Raymond James Financial Inc. | 0.00% | Add +4.9% | 51,486 | $515K |
| Robinson Capital Management, LLC | 0.22% | Add +10.8% | 51,088 | $511K |
| Shaker Financial Services, LLC | 0.16% | Add +272.9% | 50,826 | $509K |
| Osaic Holdings, Inc. | 0.00% | Reduce -15.7% | 50,417 | $505K |
| NWF Advisory Services Inc. | 0.05% | Reduce -4.8% | 45,700 | $457K |
| Guggenheim Capital LLC | 0.00% | New | 42,110 | $422K |
| First Trust Advisors LP | 0.00% | Reduce -5.9% | 33,721 | $338K |
| Wolverine Asset Management LLC | 0.02% | New | 29,738 | $298K |
| Cetera Investment Advisers | 0.00% | Reduce -0.0% | 23,202 | $232K |
| SeaCrest Wealth Management, LLC | 0.02% | Reduce -0.7% | 19,297 | $194K |
| LPL Financial LLC | 0.00% | Add +37.3% | 18,883 | $189K |
| Baird Financial Group, Inc. | 0.00% | Add +9.0% | 17,970 | $180K |
| Clear Creek Financial Management, LLC | 0.01% | No change | 17,825 | $178K |
| RFG Advisory, LLC | 0.00% | Reduce -13.0% | 16,074 | $161K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -2.1% | 14,500 | $145K |
| Uhlmann Price Securities, LLC | 0.08% | Add +3.1% | 13,372 | $134K |
| Private Advisor Group, LLC | 0.00% | Reduce -10.5% | 12,725 | $127K |
| Susquehanna International Group, LLP | 0.00% | New | 11,301 | $113K |
| Blue Bell Private Wealth Management, LLC | 0.01% | Reduce -0.8% | 5,847 | $59K |
| Investors Research Corp | 0.00% | No change | 2,500 | $25K |
| UBS Group AG | 0.00% | Reduce -17.7% | 2,392 | $24K |
| KERR FINANCIAL PLANNING Corp | 0.02% | Add +3.1% | 1,391 | $14K |
| Glass Jacobson Investment Advisors llc | 0.01% | No change | 1,420 | $14K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 1,000 | $10K |
| Thomas J. Herzfeld Advisors, Inc. | 0.00% | New | 992 | $10K |
| Highline Wealth Partners LLC | 0.00% | No change | 500 | $5K |
| Comerica Bank | 0.00% | New | 24 | $240 |
| Wells Fargo & Company | 0.00% | Reduce -50.0% | 1 | $15 |
"% of holder's portfolio" is PGZ's weight in each manager's 13F, not the share of Principal Real Estate Income the manager owns.