Q3 2024 13F Holders as of 9/30/2024
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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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26
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Total 13F shares, excl. options
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1.79M
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Shares change
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-39K
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Total reported value, excl. options
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$20M
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Value change
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-$448K
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Number of buys
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11
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Number of sells
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-14
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Price
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$11.17
Significant Holders of Principal Real Estate Income Fund - Common Stock (PGZ) as of Q3 2024
29 filings reported holding PGZ - Principal Real Estate Income Fund - Common Stock as of Q3 2024.
Principal Real Estate Income Fund - Common Stock (PGZ) has 26 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1.79M shares
of 6.69M outstanding shares and own 26.79% of the company stock.
Largest 10 shareholders include MORGAN STANLEY (453K shares), Saba Capital Management, L.P. (450K shares), Bulldog Investors, LLP (182K shares), RIVERBRIDGE PARTNERS LLC (165K shares), Kovitz Investment Group Partners, LLC (135K shares), OSAIC HOLDINGS, INC. (60.2K shares), Robinson Capital Management, LLC (43.5K shares), J.W. COLE ADVISORS, INC. (41.3K shares), Sanctuary Advisors, LLC (41.1K shares), and FIRST TRUST ADVISORS LP (36.6K shares).
This table shows the top 26 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.