Principal Real Estate Income Fund - Common Stock (PGZ)

Q1 2024 13F Holders as of 31 Mar 2024

Type / Class
Equity / Common Stock
Shares outstanding
6,691,988
Total 13F shares
2,000,577
Share change
-67,625
Total reported value
$20,617,691
Price per share
$10.33
Number of holders
23
Value change
-$650,693
Number of buys
8
Number of sells
12

Institutional Holders of Principal Real Estate Income Fund - Common Stock (PGZ) as of Q1 2024

As of 31 Mar 2024, Principal Real Estate Income Fund - Common Stock (PGZ) was held by 23 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 2,000,577 shares. The largest 10 holders included Saba Capital Management, L.P., MORGAN STANLEY, Bulldog Investors, LLP, RIVERBRIDGE PARTNERS LLC, Relative Value Partners Group, LLC, FIRST TRUST ADVISORS LP, OSAIC HOLDINGS, INC., SIT INVESTMENT ASSOCIATES INC, NWF Advisory Services Inc., and RAYMOND JAMES & ASSOCIATES. This page lists 24 institutional shareholders reporting positions in this security for the Q1 2024 filing period.
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.