Principal Real Estate IncomePGZ
13F holders, Q1 2026 (March 31)34holders
4new positions
3sold out
$9.62avg. 13F price*
At the end of Q1 2026, 34 institutions reported holding Principal Real Estate Income (PGZ) in their 13F filings, unchanged from Q4 2025. 4 opened new positions and 3 sold out. The largest holders were Morgan Stanley ($4.3M), Riverbridge Partners LLC ($1.9M) and Advisors Asset Management, Inc. ($1.7M).
- Company
- Principal Real Estate Income
- CUSIP
- 74255X104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $234K |
| Exits | 3 | $1.4M |
All 13F filers, Q4 2025 → Q1 2026: 144,908 shares bought and 213,588 shares sold, net −68,680 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 34 holders
| Morgan Stanley | 0.00% | Reduce -3.7% | 443,148 | $4.3M |
| Riverbridge Partners LLC | 0.05% | Add +8.1% | 202,268 | $1.9M |
| Advisors Asset Management, Inc. | 0.03% | Reduce -0.6% | 173,999 | $1.7M |
| Guggenheim Capital LLC | 0.01% | Add +184.4% | 119,752 | $1.2M |
| Closed-End Fund Advisors, Inc. | 0.80% | Reduce -1.1% | 81,734 | $785K |
| Evolve Private Wealth, LLC | 0.04% | Reduce -0.0% | 70,887 | $681K |
| Raymond James Financial Inc. | 0.00% | Add +17.7% | 60,606 | $582K |
| Osaic Holdings, Inc. | 0.00% | Reduce -0.5% | 50,145 | $482K |
| NWF Advisory Services Inc. | 0.05% | Add +5.5% | 48,200 | $463K |
| Shaker Financial Services, LLC | 0.14% | Reduce -16.1% | 42,626 | $410K |
| First Trust Advisors LP | 0.00% | Add +7.5% | 36,243 | $348K |
| Robinson Capital Management, LLC | 0.12% | Reduce -48.9% | 26,088 | $263K |
| Cetera Investment Advisers | 0.00% | Reduce -10.3% | 20,823 | $200K |
| LPL Financial LLC | 0.00% | Reduce -0.2% | 18,849 | $181K |
| SeaCrest Wealth Management, LLC | 0.02% | Reduce -3.8% | 18,556 | $178K |
| Clear Creek Financial Management, LLC | 0.01% | Add +3.6% | 18,475 | $178K |
| Wolverine Asset Management LLC | 0.01% | Reduce -38.9% | 18,174 | $175K |
| Commonwealth Equity Services, LLC | 0.00% | No change | 14,500 | $139K |
| RFG Advisory, LLC | 0.00% | Reduce -14.3% | 13,774 | $132K |
| Private Advisor Group, LLC | 0.00% | Add +1.8% | 12,950 | $124K |
| Wells Fargo & Company | 0.00% | Add +1251100.0% | 12,512 | $120K |
| Lido Advisors, LLC | 0.00% | New | 12,420 | $119K |
| Uhlmann Price Securities, LLC | 0.01% | Reduce -10.8% | 11,926 | $115K |
| Integrity Advisory Solutions, LLC | 0.01% | New | 11,325 | $109K |
| Blue Bell Private Wealth Management, LLC | 0.01% | Add +4.3% | 6,099 | $59K |
| Investors Research Corp | 0.00% | No change | 2,500 | $24K |
| UBS Group AG | 0.00% | Reduce -19.8% | 1,918 | $18K |
| KERR FINANCIAL PLANNING Corp | 0.01% | Add +2.2% | 1,421 | $14K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 1,420 | $14K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 1,000 | $10K |
| Thomas J. Herzfeld Advisors, Inc. | 0.00% | Reduce -8.6% | 907 | $9K |
| Advisory Services Network, LLC | 0.00% | New | 623 | $6K |
| Highline Wealth Partners LLC | 0.00% | No change | 500 | $5K |
| Fifth Third Bancorp | 0.00% | New | 24 | $231 |
"% of holder's portfolio" is PGZ's weight in each manager's 13F, not the share of Principal Real Estate Income the manager owns.