Q4 2023 13F Holders as of 12/31/2023
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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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25
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Total 13F shares, excl. options
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1.61M
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Shares change
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-21.3K
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Total reported value, excl. options
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$15.3M
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Value change
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-$171K
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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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$9.45
Significant Holders of Principal Real Estate Income Fund - Common Stock (PGZ) as of Q4 2023
30 filings reported holding PGZ - Principal Real Estate Income Fund - Common Stock as of Q4 2023.
Principal Real Estate Income Fund - Common Stock (PGZ) has 25 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1.61M shares
of 6.69M outstanding shares and own 24.1% of the company stock.
Largest 10 shareholders include Saba Capital Management, L.P. (568K shares), MORGAN STANLEY (431K shares), Bulldog Investors, LLP (301K shares), RIVERBRIDGE PARTNERS LLC (153K shares), Relative Value Partners Group, LLC (141K shares), OSAIC HOLDINGS, INC. (97.8K shares), FIRST TRUST ADVISORS LP (75.3K shares), SIT INVESTMENT ASSOCIATES INC (64.8K shares), CAPTRUST FINANCIAL ADVISORS (32.7K shares), and RAYMOND JAMES & ASSOCIATES (27.7K shares).
This table shows the top 25 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.