Q4 2022 13F Holders as of 12/31/2022
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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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27
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Total 13F shares, excl. options
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1.86M
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Shares change
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-56.3K
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Total reported value, excl. options
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$19.3M
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Value change
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-$667K
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Number of buys
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12
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Number of sells
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-12
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Price
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$10.35
Significant Holders of Principal Real Estate Income Fund - Common Stock (PGZ) as of Q4 2022
30 filings reported holding PGZ - Principal Real Estate Income Fund - Common Stock as of Q4 2022.
Principal Real Estate Income Fund - Common Stock (PGZ) has 27 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1.86M shares
of 6.69M outstanding shares and own 27.83% of the company stock.
Largest 10 shareholders include Saba Capital Management, L.P. (667K shares), MORGAN STANLEY (363K shares), Relative Value Partners Group, LLC (176K shares), RIVERBRIDGE PARTNERS LLC (140K shares), FIRST TRUST ADVISORS LP (89K shares), ADVISOR GROUP HOLDINGS, INC. (53.8K shares), Royal Bank of Canada (53.3K shares), AVANTAX ADVISORY SERVICES, INC. (37.7K shares), RAYMOND JAMES & ASSOCIATES (35.9K shares), and Shaker Financial Services, LLC (33.4K shares).
This table shows the top 27 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.