Q1 2018 13F Holders as of 3/31/2018
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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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1.1M
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Shares change
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+18.2K
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Total reported value, excl. options
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$18.4M
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Value change
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+$255K
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Number of buys
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12
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Number of sells
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-13
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Price
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$16.74
Significant Holders of Principal Real Estate Income Fund - Common Stock (PGZ) as of Q1 2018
26 filings reported holding PGZ - Principal Real Estate Income Fund - Common Stock as of Q1 2018.
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 1.1M shares
of 6.69M outstanding shares and own 16.4% of the company stock.
Largest 10 shareholders include Invesco Ltd. (152K shares), GUGGENHEIM CAPITAL LLC (130K shares), ROBINSON CAPITAL MANAGEMENT, LLC (123K shares), FIRST TRUST ADVISORS LP (122K shares), BANK OF AMERICA CORP /DE/ (107K shares), WELLS FARGO & COMPANY/MN (86.1K shares), Matisse Capital (57.7K shares), MORGAN STANLEY (56.6K shares), Shaker Financial Services, LLC (51.6K shares), and DOLIVER CAPITAL ADVISORS, LP (35K 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.