Principal Real Estate Income Fund - Common Stock (PGZ)

Q1 2025 13F Holders as of 3/31/2025

Type / Class
Equity / Common Stock
Shares outstanding
6.69M
Number of holders
28
Total 13F shares, excl. options
1.83M
Shares change
-27.7K
Total reported value, excl. options
$19.2M
Value change
-$235K
Number of buys
12
Number of sells
-13
Price
$10.53

Significant Holders of Principal Real Estate Income Fund - Common Stock (PGZ) as of Q1 2025

32 filings reported holding PGZ - Principal Real Estate Income Fund - Common Stock as of Q1 2025.
Principal Real Estate Income Fund - Common Stock (PGZ) has 28 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 1.83M shares of 6.69M outstanding shares and own 27.3% of the company stock.
Largest 10 shareholders include Saba Capital Management, L.P. (424K shares), MORGAN STANLEY (423K shares), Bulldog Investors, LLP (369K shares), RIVERBRIDGE PARTNERS LLC (136K shares), J.W. COLE ADVISORS, INC. (95.3K shares), OSAIC HOLDINGS, INC. (58.9K shares), ROBINSON CAPITAL MANAGEMENT, LLC (46K shares), NWF Advisory Services Inc. (44.5K shares), FIRST TRUST ADVISORS LP (34.9K shares), and UBS Group AG (28.1K shares).
This table shows the top 28 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.