Q4 2015 13F Holders as of 12/31/2015
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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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22
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Total 13F shares, excl. options
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590K
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Shares change
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+34.3K
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Total reported value, excl. options
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$9.85M
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Value change
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+$520K
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Number of buys
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11
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Number of sells
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-12
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Price
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$16.68
Significant Holders of Principal Real Estate Income Fund - Common Stock (PGZ) as of Q4 2015
27 filings reported holding PGZ - Principal Real Estate Income Fund - Common Stock as of Q4 2015.
Principal Real Estate Income Fund - Common Stock (PGZ) has 22 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 590K shares
of 6.69M outstanding shares and own 8.82% of the company stock.
Largest 10 shareholders include UBS Group AG (104K shares), FIRST TRUST ADVISORS LP (87.9K shares), WELLS FARGO & COMPANY/MN (58.1K shares), MORGAN STANLEY (57.1K shares), Baird Financial Group, Inc. (55.8K shares), Shaker Financial Services, LLC (44K shares), STIFEL FINANCIAL CORP (34.1K shares), BB&T SECURITIES, LLC (33.2K shares), Invesco Ltd. (30.7K shares), and GEODE CAPITAL MANAGEMENT, LLC (19.2K shares).
This table shows the top 22 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.