Q3 2020 13F Holders as of 9/30/2020
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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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33
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Total 13F shares, excl. options
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1.16M
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Shares change
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-3.73K
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Total reported value, excl. options
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$12.4M
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Value change
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-$191K
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Number of buys
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18
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Number of sells
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-15
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Price
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$10.71
Significant Holders of Principal Real Estate Income Fund - Common Stock (PGZ) as of Q3 2020
39 filings reported holding PGZ - Principal Real Estate Income Fund - Common Stock as of Q3 2020.
Principal Real Estate Income Fund - Common Stock (PGZ) has 33 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1.16M shares
of 6.69M outstanding shares and own 17.32% of the company stock.
Largest 10 shareholders include MORGAN STANLEY (232K shares), Matisse Capital (149K shares), FIRST TRUST ADVISORS LP (87.9K shares), ROYAL BANK OF CANADA (70K shares), WELLS FARGO & COMPANY/MN (67.7K shares), RMB Capital Management, LLC (64.2K shares), BANK OF AMERICA CORP /DE/ (50.5K shares), Castle Rock Wealth Management, LLC (49.5K shares), ADVISOR GROUP HOLDINGS, INC. (49K shares), and TRUIST FINANCIAL CORP (38.5K shares).
This table shows the top 33 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.