Q1 2016 13F Holders as of 3/31/2016
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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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23
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Total 13F shares, excl. options
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589K
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Shares change
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-1.47K
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Total reported value, excl. options
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$9.72M
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Value change
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-$24.9K
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Number of buys
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8
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Number of sells
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-12
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Price
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$16.50
Significant Holders of Principal Real Estate Income Fund - Common Stock (PGZ) as of Q1 2016
25 filings reported holding PGZ - Principal Real Estate Income Fund - Common Stock as of Q1 2016.
Principal Real Estate Income Fund - Common Stock (PGZ) has 23 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 589K shares
of 6.69M outstanding shares and own 8.8% of the company stock.
Largest 10 shareholders include UBS Group AG (101K shares), FIRST TRUST ADVISORS LP (87K shares), Baird Financial Group, Inc. (58.4K shares), WELLS FARGO & COMPANY/MN (54.4K shares), MORGAN STANLEY (51.4K shares), STIFEL FINANCIAL CORP (39.1K shares), Invesco Ltd. (36.5K shares), BB&T SECURITIES, LLC (27.3K shares), Shaker Financial Services, LLC (22.8K shares), and MARINER INVESTMENT GROUP LLC (20.8K shares).
This table shows the top 23 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.