Q2 2025 13F Holders as of 6/30/2025
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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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1.77M
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Shares change
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-55.9K
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Total reported value, excl. options
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$18.6M
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Value change
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-$588K
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Number of buys
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12
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Number of sells
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-12
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Price
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$10.52
Significant Holders of Principal Real Estate Income Fund - Common Stock (PGZ) as of Q2 2025
29 filings reported holding PGZ - Principal Real Estate Income Fund - Common Stock as of Q2 2025.
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 1.77M shares
of 6.69M outstanding shares and own 26.45% of the company stock.
Largest 10 shareholders include MORGAN STANLEY (401K shares), Bulldog Investors, LLP (371K shares), Saba Capital Management, L.P. (362K shares), RIVERBRIDGE PARTNERS LLC (141K shares), J.W. COLE ADVISORS, INC. (98.5K shares), OSAIC HOLDINGS, INC. (56.6K shares), ROBINSON CAPITAL MANAGEMENT, LLC (46.1K shares), NWF Advisory Services Inc. (44.5K shares), RAYMOND JAMES FINANCIAL INC (43.8K shares), and FIRST TRUST ADVISORS LP (34.7K 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.