Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / Common Stock
-
Shares outstanding
-
6,691,988
-
Total 13F shares
-
1,881,642
-
Share change
-
+80,886
-
Total reported value
-
$18,682,331
-
Price per share
-
$9.88
-
Number of holders
-
27
-
Value change
-
+$634,834
-
Number of buys
-
13
-
Number of sells
-
9
Institutional Holders of Principal Real Estate Income Fund - Common Stock (PGZ) as of Q4 2024
As of 31 Dec 2024,
Principal Real Estate Income Fund - Common Stock (PGZ) was held by
27 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,881,642 shares.
The largest 10 holders included
MORGAN STANLEY, Saba Capital Management, L.P., Bulldog Investors, LLP, RIVERBRIDGE PARTNERS LLC, J.W. COLE ADVISORS, INC., OSAIC HOLDINGS, INC., WOLVERINE ASSET MANAGEMENT LLC, Shaker Financial Services, LLC, ROBINSON CAPITAL MANAGEMENT, LLC, and Sanctuary Advisors, LLC.
This page lists
28
institutional shareholders reporting positions in this security
for the Q4 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.