Principal Real Estate Income Fund - Common Stock (PGZ)

Q4 2024 13F Holders as of 12/31/2024

Type / Class
Equity / Common Stock
Shares outstanding
6.69M
Number of holders
27
Total 13F shares, excl. options
1.88M
Shares change
+80.9K
Total reported value, excl. options
$18.7M
Value change
+$635K
Number of buys
13
Number of sells
-9
Price
$9.88

Significant Holders of Principal Real Estate Income Fund - Common Stock (PGZ) as of Q4 2024

31 filings reported holding PGZ - Principal Real Estate Income Fund - Common Stock as of Q4 2024.
Principal Real Estate Income Fund - Common Stock (PGZ) has 27 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 1.88M shares of 6.69M outstanding shares and own 28.12% of the company stock.
Largest 10 shareholders include MORGAN STANLEY (443K shares), Saba Capital Management, L.P. (402K shares), Bulldog Investors, LLP (369K shares), RIVERBRIDGE PARTNERS LLC (124K shares), J.W. COLE ADVISORS, INC. (75K shares), OSAIC HOLDINGS, INC. (60.9K shares), WOLVERINE ASSET MANAGEMENT LLC (56.3K shares), Shaker Financial Services, LLC (52K shares), ROBINSON CAPITAL MANAGEMENT, LLC (46K shares), and Sanctuary Advisors, LLC (41.1K shares).
This table shows the top 27 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.