Free Trial
→ The Man I Turn to In Times Like This (From Stansberry Research) (Ad) Buy PGZ Stock  Free PGZ Stock Alerts

Principal Real Estate Income Fund (PGZ) Institutional Ownership

Principal Real Estate Income Fund logo
$10.44 -0.01 (-0.13%)
Closing price 05/2/2025 03:54 PM Eastern
Extended Trading
$10.43 -0.01 (-0.06%)
As of 05/2/2025 04:05 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for Principal Real Estate Income Fund (NYSE:PGZ)

Number of
Institutional Buyers
(last 12 months)
15
Total
Institutional Inflows
(last 12 months)
$7.06M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$1.04M
Get PGZ Insider Trade Alerts

Want to know when executives and insiders are buying or selling Principal Real Estate Income Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

PGZ Institutional Buying and Selling by Quarter

Principal Real Estate Income Fund Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/28/2025 Clear Creek Financial Management LLC16,875$178K0.0%N/A0.000%
4/21/2025 Riverbridge Partners LLC136,058$1.43M0.0%+10.1%0.000%
4/11/2025 SeaCrest Wealth Management LLC19,606$206K0.0%-18.1%0.000%
4/9/2025 RFG Advisory LLC15,474$163K0.0%N/A0.000%
2/17/2025Saba Capital Management L.P.401,763$3.97M0.1%-10.6%0.000%
2/17/2025Cetera Investment Advisers19,849$196K0.0%+89.4%0.000%
2/17/2025Bulldog Investors LLP369,396$3.65M1.0%+103.0%0.000%
2/14/2025Shaker Financial Services LLC52,041$514K0.2%+78.4%0.000%
2/14/2025First Trust Advisors LP38,321$379K0.0%+4.6%0.000%
2/13/2025Raymond James Financial Inc.34,055$336K0.0%N/A0.000%
2/7/2025 Intellectus Partners LLC10,234$101K0.0%-9.3%0.000%
2/7/2025Blue Bell Private Wealth Management LLC6,144$61K0.0%-43.0%0.000%
2/6/2025Raymond James Financial Inc.34,055$336K0.0%N/A0.000%
2/3/2025Wolverine Asset Management LLC56,338$557K0.0%N/A0.000%
1/31/2025Robinson Capital Management LLC46,008$455K0.2%+5.7%0.000%
1/31/2025J.W. Cole Advisors Inc.74,955$741K0.0%+81.3%0.000%
1/17/2025 Riverbridge Partners LLC123,577$1.22M0.0%-25.1%0.000%
11/15/2024Kovitz Investment Group Partners LLC134,739$1.48M0.0%N/A0.000%
10/31/2024Shaker Financial Services LLC29,173$326K0.1%+126.1%0.000%
10/24/2024J.W. Cole Advisors Inc.41,348$462K0.0%N/A0.000%
10/22/2024Private Advisor Group LLC16,940$189K0.0%-24.0%0.000%
10/16/2024 SeaCrest Wealth Management LLC23,251$260K0.0%+8.4%0.000%
9/5/2024Sanctuary Advisors LLC41,705$411K0.0%N/A0.000%
8/14/2024EverSource Wealth Advisors LLC4,071$43K0.0%N/A0.000%
8/3/2024Shaker Financial Services LLC12,900$132K0.1%N/A0.000%
8/2/2024Wolverine Asset Management LLC4,269$44K0.0%N/A0.000%
4/26/2024 Riverbridge Partners LLC157,227$1.62M0.0%+2.5%0.000%
4/24/2024Blue Bell Private Wealth Management LLC13,271$137K0.0%+128.8%0.000%
4/18/2024 SeaCrest Wealth Management LLC21,069$218K0.0%+21.0%0.000%
4/11/2024 International Assets Investment Management LLC13,156$135K0.0%+9.1%0.000%
2/15/2024Bulldog Investors LLP301,126$2.85M0.9%+59.2%0.000%
2/12/2024Relative Value Partners Group LLC140,860$1.33M0.1%-1.4%0.000%
1/25/2024Blue Bell Private Wealth Management LLC5,800$55K0.0%N/A0.000%
1/24/2024 International Assets Investment Management LLC113,933$1.08M0.0%+654.5%0.000%
1/18/2024 SeaCrest Wealth Management LLC17,416$164K0.0%+23.7%0.000%
11/14/2023Saba Capital Management L.P.568,008$5.13M0.1%-8.6%0.000%
11/14/2023Clough Capital Partners L P52,029$470K0.1%+19.8%0.000%
10/24/2023Raymond James & Associates28,476$257K0.0%-22.4%0.000%
10/16/2023 Riverbridge Partners LLC151,898$1.37M0.0%+14.3%0.000%
10/4/2023 International Assets Investment Management LLC15,100$136K0.0%+19.8%0.000%
Musk's warning signal: Prepare before the cascade begins (Ad)

When Elon Musk triggered his AI layoff plan, most analysts missed what it really meant. Louis Navellier didn’t. With 40+ years of market modeling, he says Musk’s move wasn’t about efficiency — it was a signal. And what’s coming next could divide the market into winners and losers faster than anyone expects. Watch this urgent video briefing now.

Watch the Musk market warning before the dominoes fall
8/15/2023Bulldog Investors LLP141,491$1.34M0.4%N/A0.000%
8/10/2023Private Advisor Group LLC24,790$235K0.0%-4.1%0.000%
8/7/2023Shaker Financial Services LLC11,315$107K0.0%-82.8%0.000%
8/2/2023Bank of Montreal Can22,000$241K0.0%N/A0.000%
7/31/2023 Intellectus Partners LLC16,568$157K0.0%+8.2%0.000%
7/26/2023 Riverbridge Partners LLC132,933$1.26M0.0%-7.3%0.000%
7/25/2023Raymond James & Associates36,699$347K0.0%+5.1%0.000%
7/14/2023 SeaCrest Wealth Management LLC13,106$124K0.0%N/A0.000%
6/28/2023Relative Value Partners Group LLC169,198$1.60M0.1%-4.0%0.000%
5/15/2023Relative Value Partners Group LLC169,198$1.60M0.1%-4.0%0.000%
5/11/2023 Consolidated Portfolio Review Corp24,099$228K0.1%N/A0.000%
5/10/2023Robinson Capital Management LLC14,085$132K0.1%+11.9%0.000%
5/8/2023Shaker Financial Services LLC65,729$622K0.3%+96.8%0.000%
5/8/2023Wolverine Asset Management LLC4,502$43K0.0%N/A0.000%
4/28/2023Avantax Advisory Services Inc.38,857$368K0.0%+3.0%0.000%
4/21/2023 Riverbridge Partners LLC143,445$1.36M0.0%+2.1%0.000%
4/19/2023 International Assets Investment Management LLC12,600$119K0.0%-50.2%0.000%
4/12/2023 FNY Investment Advisers LLC12,533$118K0.1%N/A0.000%
2/9/2023First Trust Advisors LP89,017$921K0.0%+8.6%0.000%
2/8/2023UBS Group AG15,231$158K0.0%-8.1%0.000%
2/7/2023Hollencrest Capital Management6,140$64K0.0%N/A0.000%
2/3/2023Shaker Financial Services LLC33,406$346K0.2%N/A0.000%
2/2/2023 Intellectus Partners LLC15,086$156K0.1%-10.6%0.000%
1/30/2023 International Assets Investment Management LLC25,305$262K0.0%+59.5%0.000%
1/11/2023 Riverbridge Partners LLC140,496$1.45M0.0%+4.9%0.000%
11/16/2022Saba Capital Management L.P.498,609$5.51M0.1%+7.4%0.000%
11/10/2022Relative Value Partners Group LLC177,961$1.97M0.2%+2.0%0.000%
11/2/2022Avantax Advisory Services Inc.36,756$406K0.0%+2.6%0.000%
10/26/2022 Truist Financial Corp27,858$308K0.0%-11.5%0.000%
10/26/2022 Riverbridge Partners LLC133,915$1.48M0.0%+2.5%0.000%
10/25/2022Raymond James & Associates32,581$360K0.0%+42.4%0.000%
8/29/2022 Riverbridge Partners LLC130,701$1.69M0.0%N/A0.000%
8/2/2022Avantax Advisory Services Inc.35,835$462K0.0%-6.1%0.000%
7/29/2022Beck Bode LLC116,351$1.50M0.3%N/A0.000%
5/4/2022Advisor Group Holdings Inc.41,918$659K0.0%+4.7%0.000%
5/3/2022 International Assets Investment Management LLC10,000$157K0.0%N/A0.000%
4/27/2022Avantax Advisory Services Inc.38,155$599K0.0%N/A0.000%
4/22/2022 Truist Financial Corp31,112$489K0.0%-4.9%0.000%
4/13/2022 Investors Research Corp2,500$39K0.0%N/A0.000%
2/15/2022Saba Capital Management L.P.366,720$5.79M0.1%+316.2%0.000%
2/11/2022Quantedge Capital Pte Ltd34,048$538K0.2%-17.9%0.000%
2/10/2022Private Advisor Group LLC27,390$432K0.0%-7.7%0.000%
2/8/2022Robinson Capital Management LLC20,885$327K0.2%+354.7%0.000%
2/8/2022First Trust Advisors LP92,589$1.46M0.0%+1.3%0.000%
2/7/2022Concourse Financial Group Securities Inc.12,398$196K0.0%+18.2%0.000%
2/7/2022Shaker Financial Services LLC49,871$787K0.3%-27.4%0.000%
2/3/2022Advisor Group Holdings Inc.40,041$633K0.0%+5.6%0.000%
2/3/2022Northwestern Mutual Wealth Management Co.9,391$148K0.0%-9.6%0.000%
2/2/2022 Castle Rock Wealth Management LLC25,464$382K0.2%-8.8%0.000%
1/19/2022 AdvisorNet Financial Inc6,934$109K0.0%-15.3%0.000%
Musk's warning signal: Prepare before the cascade begins (Ad)

When Elon Musk triggered his AI layoff plan, most analysts missed what it really meant. Louis Navellier didn’t. With 40+ years of market modeling, he says Musk’s move wasn’t about efficiency — it was a signal. And what’s coming next could divide the market into winners and losers faster than anyone expects. Watch this urgent video briefing now.

Watch the Musk market warning before the dominoes fall
11/15/2021Quantedge Capital Pte Ltd41,448$609K0.3%-17.6%0.000%
11/9/2021Concourse Financial Group Securities Inc.10,493$154K0.0%+16.1%0.000%
11/8/2021 Matisse Capital116,000$1.71M0.6%-22.1%0.000%
11/5/2021 Truist Financial Corp32,646$480K0.0%-9.6%0.000%
11/5/2021Advisor Group Holdings Inc.37,900$557K0.0%+8.0%0.000%
11/2/2021Shaker Financial Services LLC68,735$1.01M0.4%+54.0%0.000%
11/2/2021Raymond James & Associates35,723$525K0.0%-10.7%0.000%
10/15/2021 AdvisorNet Financial Inc8,185$120K0.0%-23.9%0.000%
10/14/2021Private Advisor Group LLC29,690$436K0.0%+2.8%0.000%
8/16/2021First Trust Advisors LP89,719$1.36M0.0%+2.7%0.000%
(Data available from 1/1/2016 forward)

PGZ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PGZ shares?

During the previous two years, 25 institutional investors and hedge funds held shares of Principal Real Estate Income Fund. The most heavily invested institutionals were Saba Capital Management L.P. ($3.97M), Bulldog Investors LLP ($3.65M), Kovitz Investment Group Partners LLC ($1.48M), Riverbridge Partners LLC ($1.43M), Relative Value Partners Group LLC ($1.33M), J.W. Cole Advisors Inc. ($741K), and Wolverine Asset Management LLC ($557K).Learn more on PGZ's institutional investors.

Which institutional investors have been buying Principal Real Estate Income Fund stock?

Of the 22 institutional investors that purchased Principal Real Estate Income Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bulldog Investors LLP ($440.90K), Kovitz Investment Group Partners LLC ($134.74K), International Assets Investment Management LLC ($102.43K), Shaker Financial Services LLC ($84.36K), J.W. Cole Advisors Inc. ($74.96K), Raymond James Financial Inc. ($68.11K), and Wolverine Asset Management LLC ($65.11K).

How much institutional buying is happening at Principal Real Estate Income Fund?

Institutional investors have bought a total of 1,191,910 shares in the last 24 months. This purchase volume represents approximately $11.86M in transactions.

Which Principal Real Estate Income Fund major shareholders have been selling company stock?

Of the 9 institutional investors that sold Principal Real Estate Income Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Saba Capital Management L.P. ($100.91K), Shaker Financial Services LLC ($54.41K), Riverbridge Partners LLC ($52.00K), Relative Value Partners Group LLC ($16.09K), Raymond James & Associates ($8.22K), Private Advisor Group LLC ($6.40K), and Blue Bell Private Wealth Management LLC ($4.63K).

How much institutional selling is happening at Principal Real Estate Income Fund?

Institutional investors have sold a total of 248,042 shares in the last 24 months. This volume of shares sold represents approximately $2.37M in transactions.


Related Companies

This page (NYSE:PGZ) was last updated on 5/3/2025 by MarketBeat.com Staff
From Our Partners
Elon’s Terrifying Warning Forces Trump To Take Action
Elon Musk has avoided two major financial crises before. He pulled Tesla and SpaceX back from the brink of col...
American Hartford Gold | Sponsored
Gold Alert: The Truth About Fort Knox Is Coming
Owning physical gold isn’t the best way to profit. I’ve found a better way to invest in gold—one that’s alr...
Golden Portfolio | Sponsored
Elon Set to Shock the World by May 1st ?
Tech legend Jeff Brown recently traveled to the industrial zone of South Memphis to investigate what he believ...
Brownstone Research | Sponsored
Massive new energy source found in Utah
NEW THIS WEEK: Huge Energy Discovery In Utah The Department of Energy say it could power America for millio...
Stansberry Research | Sponsored
How to invest in Elon Musk’s Optimus before its launch
Elon Musk is set to completely take over the AI industry with Optimus… A breakthrough AI-powered robot that El...
InvestorPlace | Sponsored
Trump to solve American wealth loss?
Is President Trump’s Executive Order 14179… A secret way to restore wealth for good citizens? If you’ve ...
Paradigm Press | Sponsored
Now I look stupid. Real stupid...
I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was. Because here we...
Porter & Company | Sponsored
Trump announcement boosts “next Bitcoin”
President Trump just made his first big crypto move ... Announcing the creation of a national strategic re...
Weiss Ratings | Sponsored