| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| Bulldog Investors, LLP | 5% | $3,505,906 | 333,261 | Phillip Goldstein | 07 Aug 2025 | |||
| Saba Capital Management, L.P. | 4.8% | -6.6% | $3,290,151 | -$232,047 | 317,889 | -6.6% | Saba Capital Management, L.P. | 11 Jul 2025 |
As of 30 Sep 2025, 33 institutional investors reported holding 1,586,468 shares of Principal Real Estate Income Fund - Common Stock (PGZ). This represents 24% of the company’s total 6,691,988 outstanding shares.
The largest institutional shareholders of Principal Real Estate Income Fund - Common Stock (PGZ) together control 24% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| MORGAN STANLEY | 6.2% | 417,883 | +4.2% | 0% | $4,371,056 |
| Bulldog Investors, LLP | 2.8% | 189,736 | -49% | 0.46% | $1,984,639 |
| Advisors Asset Management, Inc. | 2.3% | 151,374 | 0.03% | $1,583,372 | |
| RIVERBRIDGE PARTNERS LLC | 2.2% | 144,972 | +2.5% | 0.03% | $1,516,409 |
| Saba Capital Management, L.P. | 2% | 132,451 | -63% | 0.05% | $1,385,437 |
| J.W. COLE ADVISORS, INC. | 1.7% | 112,130 | +14% | 0.02% | $1,172,878 |
| OSAIC HOLDINGS, INC. | 0.89% | 59,821 | +5.7% | 0% | $628,681 |
| RAYMOND JAMES FINANCIAL INC | 0.73% | 49,062 | +12% | 0% | $513,187 |
| NWF Advisory Services Inc. | 0.72% | 48,000 | +7.9% | 0.06% | $502,080 |
| ROBINSON CAPITAL MANAGEMENT, LLC | 0.69% | 46,088 | 0% | 0.35% | $482,080 |
| FIRST TRUST ADVISORS LP | 0.54% | 35,828 | +3.2% | 0% | $374,760 |
| Cetera Investment Advisers | 0.35% | 23,211 | +0.24% | 0% | $242,794 |
| SeaCrest Wealth Management, LLC | 0.29% | 19,430 | +1.6% | 0.02% | $202,111 |
| RFG Advisory, LLC | 0.28% | 18,474 | +2.2% | 0% | $193,238 |
| Clear Creek Financial Management, LLC | 0.27% | 17,825 | +5.6% | 0.02% | $186,450 |
| Baird Financial Group, Inc. | 0.25% | 16,484 | +41% | 0% | $172,423 |
| GREAT VALLEY ADVISOR GROUP, INC. | 0.24% | 16,000 | 0% | 0% | $167,360 |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.22% | 14,805 | 0% | $155,000 | |
| Private Advisor Group, LLC | 0.21% | 14,225 | 0% | 0% | $148,794 |
| LPL Financial LLC | 0.21% | 13,758 | 0% | $143,912 | |
| Shaker Financial Services, LLC | 0.2% | 13,629 | 0.05% | $142,560 | |
| UHLMANN PRICE SECURITIES, LLC | 0.19% | 12,971 | +2.9% | 0.08% | $135,704 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 0.09% | 5,897 | 0% | 0.01% | $61,683 |
| UBS Group AG | 0.04% | 2,905 | -89% | 0% | $30,387 |
| Investors Research Corp | 0.04% | 2,500 | 0% | 0% | $26,150 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 224,293 | $2,246,414 | +$425,410 | $10.01 | 6 |
| 2025 Q3 | 1,586,468 | $16,596,006 | -$1,940,746 | $10.46 | 33 |
| 2025 Q2 | 1,770,077 | $18,621,113 | -$588,256 | $10.52 | 26 |
| 2025 Q1 | 1,826,980 | $19,237,181 | -$234,986 | $10.53 | 28 |
| 2024 Q4 | 1,881,642 | $18,682,331 | +$634,834 | $9.88 | 27 |
| 2024 Q3 | 1,792,717 | $19,997,154 | -$448,081 | $11.17 | 26 |
| 2024 Q2 | 1,844,914 | $18,839,583 | -$1,972,728 | $10.21 | 25 |
| 2024 Q1 | 2,000,577 | $20,617,691 | -$650,693 | $10.33 | 23 |
| 2023 Q4 | 1,612,528 | $15,266,824 | -$170,980 | $9.45 | 25 |
| 2023 Q3 | 2,093,790 | $18,942,852 | +$1,190,792 | $9.03 | 24 |
| 2023 Q2 | 1,959,301 | $18,568,416 | +$1,362,746 | $9.46 | 27 |
| 2023 Q1 | 1,814,007 | $17,200,435 | -$404,011 | $9.46 | 29 |
| 2022 Q4 | 1,862,595 | $19,278,607 | -$666,614 | $10.35 | 27 |
| 2022 Q3 | 1,847,296 | $20,440,520 | -$319,300 | $11.04 | 26 |
| 2022 Q2 | 1,960,428 | $25,384,450 | +$2,979,921 | $12.90 | 28 |
| 2022 Q1 | 1,719,904 | $27,071,860 | -$77,167 | $15.72 | 25 |
| 2021 Q4 | 1,666,009 | $26,330,000 | +$3,844,489 | $15.79 | 25 |
| 2021 Q3 | 1,441,935 | $21,282,000 | +$1,278,583 | $14.70 | 28 |
| 2021 Q2 | 1,411,918 | $21,479,000 | +$2,032,011 | $15.18 | 29 |
| 2021 Q1 | 1,291,379 | $17,492,000 | -$703,548 | $13.50 | 34 |
| 2020 Q4 | 1,343,483 | $16,376,000 | +$1,091,426 | $12.19 | 33 |
| 2020 Q3 | 1,158,925 | $12,396,000 | -$190,667 | $10.71 | 33 |
| 2020 Q2 | 1,162,492 | $13,962,000 | -$410,816 | $12.01 | 33 |
| 2020 Q1 | 1,194,284 | $14,457,000 | +$1,294,531 | $12.11 | 36 |
| 2019 Q4 | 981,747 | $20,733,000 | +$1,350,161 | $21.12 | 31 |
| 2019 Q3 | 909,518 | $18,707,000 | +$32,505 | $20.57 | 28 |
| 2019 Q2 | 909,127 | $17,339,000 | +$279,784 | $19.05 | 26 |
| 2019 Q1 | 895,932 | $16,701,000 | +$73,973 | $18.64 | 32 |
| 2018 Q4 | 894,626 | $14,802,000 | -$466,641 | $16.54 | 30 |
| 2018 Q3 | 903,290 | $15,571,000 | -$1,313,307 | $17.23 | 20 |
| 2018 Q2 | 979,346 | $17,379,000 | -$1,967,639 | $17.74 | 20 |
| 2018 Q1 | 1,097,431 | $18,357,000 | +$255,245 | $16.74 | 23 |
| 2017 Q4 | 1,007,453 | $17,318,000 | +$4,708,564 | $17.19 | 23 |
| 2017 Q3 | 772,983 | $13,881,000 | +$1,477,040 | $17.96 | 19 |
| 2017 Q2 | 690,696 | $12,495,000 | -$1,453,609 | $18.09 | 17 |
| 2017 Q1 | 774,620 | $13,588,000 | +$1,973,534 | $17.54 | 19 |
| 2016 Q4 | 665,354 | $10,666,000 | +$314,605 | $15.97 | 21 |
| 2016 Q3 | 631,890 | $11,152,000 | +$1,512,420 | $17.65 | 20 |
| 2016 Q2 | 546,242 | $9,665,000 | -$701,903 | $17.69 | 20 |
| 2016 Q1 | 588,795 | $9,716,000 | -$24,913 | $16.50 | 23 |
| 2015 Q4 | 590,367 | $9,849,000 | +$519,812 | $16.68 | 22 |
| 2015 Q3 | 554,969 | $9,572,000 | +$857,765 | $17.25 | 19 |
| 2015 Q2 | 503,374 | $9,348,256 | +$260,298 | $18.57 | 16 |
| 2015 Q1 | 492,408 | $9,590,857 | +$351,075 | $19.48 | 15 |
| 2014 Q4 | 474,139 | $8,844,316 | +$301,747 | $18.66 | 15 |
| 2014 Q3 | 461,319 | $8,786,573 | -$149,177 | $19.05 | 16 |
| 2014 Q2 | 469,614 | $8,954,586 | +$1,568,707 | $19.07 | 15 |
| 2014 Q1 | 387,502 | $7,074,000 | +$728,680 | $18.26 | 13 |