Q3 2015 13F Holders as of 30 Sep 2015
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Type / Class
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Equity / Common Stock
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Shares outstanding
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6.69M
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Number of holders
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19
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Total 13F shares, excl. options
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555K
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Shares change
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+51.6K
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Total reported value, excl. options
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$9.57M
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Value change
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+$858K
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Number of buys
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11
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Number of sells
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-9
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Price
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$17.25
Significant Holders of Principal Real Estate Income Fund - Common Stock (PGZ) as of Q3 2015
21 filings reported holding PGZ - Principal Real Estate Income Fund - Common Stock as of Q3 2015.
Principal Real Estate Income Fund - Common Stock (PGZ) has 19 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 555K shares
of 6.69M outstanding shares and own 8.29% of the company stock.
Largest 10 shareholders include UBS Group AG (107K shares), FIRST TRUST ADVISORS LP (94.5K shares), Baird Financial Group, Inc. (68.7K shares), WELLS FARGO & COMPANY/MN (57.5K shares), MORGAN STANLEY (45.3K shares), OPPENHEIMER & CO INC (42.2K shares), Invesco Ltd. (32K shares), BB&T SECURITIES, LLC (29.8K shares), ALLIANCEBERNSTEIN L.P. (27K shares), and RAYMOND JAMES & ASSOCIATES (19.2K shares).
This table shows the top 19 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.