Q1 2023 13F Holders as of 31 Mar 2023
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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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29
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Total 13F shares, excl. options
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1.81M
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Shares change
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-40.4K
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Total reported value, excl. options
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$17.2M
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Value change
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-$404K
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Number of buys
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11
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Number of sells
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-11
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Price
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$9.46
Significant Holders of Principal Real Estate Income Fund - Common Stock (PGZ) as of Q1 2023
30 filings reported holding PGZ - Principal Real Estate Income Fund - Common Stock as of Q1 2023.
Principal Real Estate Income Fund - Common Stock (PGZ) has 29 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1.81M shares
of 6.69M outstanding shares and own 27.11% of the company stock.
Largest 10 shareholders include Saba Capital Management, L.P. (617K shares), MORGAN STANLEY (344K shares), Relative Value Partners Group, LLC (169K shares), RIVERBRIDGE PARTNERS LLC (143K shares), FIRST TRUST ADVISORS LP (74.5K shares), Shaker Financial Services, LLC (65.7K shares), ADVISOR GROUP HOLDINGS, INC. (59.3K shares), AVANTAX ADVISORY SERVICES, INC. (38.9K shares), RAYMOND JAMES & ASSOCIATES (34.9K shares), and Private Advisor Group, LLC (25.8K shares).
This table shows the top 29 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.