Q4 2016 13F Holders as of 12/31/2016
-
Type / Class
-
Equity / Common Stock
-
Shares outstanding
-
6.69M
-
Number of holders
-
21
-
Total 13F shares, excl. options
-
665K
-
Shares change
-
+24.1K
-
Total reported value, excl. options
-
$10.7M
-
Value change
-
+$315K
-
Number of buys
-
10
-
Number of sells
-
-9
-
Price
-
$15.97
Significant Holders of Principal Real Estate Income Fund - Common Stock (PGZ) as of Q4 2016
23 filings reported holding PGZ - Principal Real Estate Income Fund - Common Stock as of Q4 2016.
Principal Real Estate Income Fund - Common Stock (PGZ) has 21 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 665K shares
of 6.69M outstanding shares and own 9.94% of the company stock.
Largest 10 shareholders include UBS Group AG (100K shares), FIRST TRUST ADVISORS LP (90.7K shares), WELLS FARGO & COMPANY/MN (65.1K shares), AMERIPRISE FINANCIAL INC (63.8K shares), ROBINSON CAPITAL MANAGEMENT, LLC (61.1K shares), MORGAN STANLEY (37.7K shares), BANK OF AMERICA CORP /DE/ (36.1K shares), DOLIVER CAPITAL ADVISORS, INC. (32.2K shares), Baird Financial Group, Inc. (31.5K shares), and BB&T SECURITIES, LLC (26.8K shares).
This table shows the top 21 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.