Free Trial
→ Buffett, Gates and Bezos Dumping Stocks (From Banyan Hill Publishing) (Ad)tc pixel Free PGZ Stock Alerts

Principal Real Estate Income Fund (PGZ) Institutional Ownership

Principal Real Estate Income Fund logo
$10.45 -0.04 (-0.38%)
Closing price 09/4/2025 03:59 PM Eastern
Extended Trading
$10.45 0.00 (0.00%)
As of 09/4/2025 04:10 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)
$7.10M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$1.61M
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.

Subscribe Now
By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
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
9/4/2025 Osaic Holdings Inc.56,593$595K0.0%-3.9%0.000%
8/14/2025 Raymond James Financial Inc.43,797$461K0.0%+77.3%0.000%
8/13/2025 Baird Financial Group Inc.11,699$123K0.0%N/A0.000%
8/12/2025 J.W. Cole Advisors Inc.98,453$1.04M0.0%+3.3%0.000%
7/29/2025 Uhlmann Price Securities LLC12,601$133K0.1%-8.9%0.000%
7/28/2025 RFG Advisory LLC18,074$190K0.0%+16.8%0.000%
7/15/2025 Riverbridge Partners LLC141,372$1.49M0.0%+3.9%0.000%
5/12/2025 Wolverine Asset Management LLC7,649$81K0.0%-86.4%0.000%
5/6/2025 Cetera Investment Advisers23,102$243K0.0%+16.4%0.000%
5/5/2025 J.W. Cole Advisors Inc.95,292$1.00M0.0%+27.1%0.000%
5/5/2025 Private Advisor Group LLC15,240$160K0.0%-10.0%0.000%
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%
2/17/2025 Saba Capital Management L.P.401,763$3.97M0.1%-10.6%0.000%
2/17/2025 Cetera Investment Advisers19,849$196K0.0%+89.4%0.000%
2/17/2025 Bulldog Investors LLP369,396$3.65M1.0%+103.0%0.000%
2/14/2025 Shaker Financial Services LLC52,041$514K0.2%+78.4%0.000%
2/14/2025 First Trust Advisors LP38,321$379K0.0%+4.6%0.000%
2/13/2025 Raymond James Financial Inc.34,055$336K0.0%N/A0.000%
2/7/2025 Intellectus Partners LLC10,234$101K0.0%-9.3%0.000%
2/7/2025 Blue Bell Private Wealth Management LLC6,144$61K0.0%-43.0%0.000%
2/6/2025 Raymond James Financial Inc.34,055$336K0.0%N/A0.000%
2/3/2025 Wolverine Asset Management LLC56,338$557K0.0%N/A0.000%
1/31/2025 Robinson Capital Management LLC46,008$455K0.2%+5.7%0.000%
1/31/2025 J.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%
11/15/2024 Kovitz Investment Group Partners LLC134,739$1.48M0.0%N/A0.000%
10/31/2024 Shaker Financial Services LLC29,173$326K0.1%+126.1%0.000%
10/24/2024 J.W. Cole Advisors Inc.41,348$462K0.0%N/A0.000%
10/22/2024 Private 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%
8/14/2024 EverSource Wealth Advisors LLC4,071$43K0.0%N/A0.000%
8/3/2024 Shaker Financial Services LLC12,900$132K0.1%N/A0.000%
8/2/2024 Wolverine Asset Management LLC4,269$44K0.0%N/A0.000%
4/26/2024 Riverbridge Partners LLC157,227$1.62M0.0%+2.5%0.000%
4/24/2024 Blue 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%
2/15/2024 Bulldog 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%
1/25/2024 Blue 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%
11/14/2023 Saba Capital Management L.P.568,008$5.13M0.1%-8.6%0.000%
11/14/2023 Clough 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%
8/15/2023 Bulldog Investors LLP141,491$1.34M0.4%N/A0.000%
8/10/2023 Private Advisor Group LLC24,790$235K0.0%-4.1%0.000%
8/7/2023 Shaker Financial Services LLC11,315$107K0.0%-82.8%0.000%
8/2/2023 Bank 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%
5/10/2023 Robinson Capital Management LLC14,085$132K0.1%+11.9%0.000%
5/8/2023 Shaker Financial Services LLC65,729$622K0.3%+96.8%0.000%
5/8/2023 Wolverine Asset Management LLC4,502$43K0.0%N/A0.000%
4/28/2023 Avantax 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%
2/9/2023 First Trust Advisors LP89,017$921K0.0%+8.6%0.000%
2/8/2023 UBS Group AG15,231$158K0.0%-8.1%0.000%
2/7/2023 Hollencrest Capital Management6,140$64K0.0%N/A0.000%
2/3/2023 Shaker 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%
11/16/2022 Saba 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%
11/2/2022 Avantax 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%
8/2/2022 Avantax Advisory Services Inc.35,835$462K0.0%-6.1%0.000%
7/29/2022 Beck Bode LLC116,351$1.50M0.3%N/A0.000%
5/4/2022 Advisor 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%
4/27/2022 Avantax 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%
2/15/2022 Saba Capital Management L.P.366,720$5.79M0.1%+316.2%0.000%
2/11/2022 Quantedge Capital Pte Ltd34,048$538K0.2%-17.9%0.000%
2/10/2022 Private Advisor Group LLC27,390$432K0.0%-7.7%0.000%
2/8/2022 Robinson Capital Management LLC20,885$327K0.2%+354.7%0.000%
2/8/2022 First Trust Advisors LP92,589$1.46M0.0%+1.3%0.000%
2/7/2022 Concourse Financial Group Securities Inc.12,398$196K0.0%+18.2%0.000%
2/7/2022 Shaker Financial Services LLC49,871$787K0.3%-27.4%0.000%
2/3/2022 Advisor Group Holdings Inc.40,041$633K0.0%+5.6%0.000%
2/3/2022 Northwestern 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%
(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, 26 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), Riverbridge Partners LLC ($1.49M), Kovitz Investment Group Partners LLC ($1.48M), Relative Value Partners Group LLC ($1.33M), J.W. Cole Advisors Inc. ($1.04M), and Osaic Holdings Inc. ($595K).Learn more on Principal Real Estate Income Fund's institutional investors.

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

Of the 19 institutional investors that purchased Principal Real Estate Income Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bulldog Investors LLP ($299.41K), Kovitz Investment Group Partners LLC ($134.74K), International Assets Investment Management LLC ($102.43K), J.W. Cole Advisors Inc. ($98.45K), Raymond James Financial Inc. ($87.21K), Wolverine Asset Management LLC ($60.61K), and Shaker Financial Services LLC ($52.04K).

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

Institutional investors have bought a total of 686,365 shares in the last 24 months. This purchase volume represents approximately $7.10M in transactions.

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

Of the 9 institutional investors that sold Principal Real Estate Income Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Wolverine Asset Management LLC ($48.69K), Saba Capital Management L.P. ($47.74K), Riverbridge Partners LLC ($41.49K), Private Advisor Group LLC ($7.05K), Blue Bell Private Wealth Management LLC ($4.63K), SeaCrest Wealth Management LLC ($4.34K), and Osaic Holdings Inc. ($2.30K).

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

Institutional investors have sold a total of 158,507 shares in the last 24 months. This volume of shares sold represents approximately $1.61M in transactions.


Related Companies

This page (NYSE:PGZ) was last updated on 9/5/2025 by MarketBeat.com Staff
From Our Partners
“Sell Nvidia before earnings”
Eric Fry just went live with one of his most controversial calls yet: “Sell Nvidia.” While Wall Street has bee...
InvestorPlace | Sponsoredtc pixel
How “Trump’s New Dollar” Could Impact Your Wealth
President Trump just signed a game-changing law… That could soon upgrade the U.S. dollar in your checking a...
Brownstone Research | Sponsoredtc pixel
Forget Tesla — This Tiny AI Stock Is Musk’s Real Play
While Wall Street focused on Tesla’s earnings, Elon Musk was quietly building a supercomputer so powerful it c...
Behind the Markets | Sponsoredtc pixel
Retire Comfortably with These New Monthly Income ETFs?
Too many retirees lie awake at night, worried their savings won’t last. Traditional advice and tiny returns ju...
Investors Alley | Sponsoredtc pixel
What's the Best Way to Lower RMD Taxes?
Turning 73 triggers a key IRS rule: you must begin taking required minimum distributions (RMDs) from certain r...
SmartAsset | Sponsoredtc pixel
What Steve Bannon revealed about Trump’s gold play
A Trump advisor just said 3 words that could reset the dollar. It’s a gold move nobody saw coming—and your ...
Reagan Gold Group | Sponsoredtc pixel
One tiny company just cracked Google’s $19B problem
For decades, this “AI metal” was trapped in labs, too slow and expensive to ever reach mass production. The...
True Market Insiders | Sponsoredtc pixel
Warren Buffett Issues Cryptic Warning on U.S. Dollar
Imagine a bull market so powerful, every single investor became a millionaire. Not by finding the next NVIDIA ...
Banyan Hill Publishing | Sponsoredtc pixel