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Principal Real Estate Income Fund (PGZ) Institutional Ownership

Principal Real Estate Income Fund logo
$9.80 +0.04 (+0.41%)
As of 09/3/2026 03:53 PM Eastern
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Institutional Ownership Changes (13F Filings) for Principal Real Estate Income Fund (NYSE:PGZ)

Number of
Institutional Buyers
(last 12 months)
13
Total
Institutional Inflows
(last 12 months)
$5.68M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$2.52M
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PGZ Institutional Buying and Selling by Quarter

Principal Real Estate Income Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/22/2026 NWF Advisory Services Inc.40,200$414K0.0%-16.6%0.000%
7/16/2026 Shaker Financial Services LLC11,146$115K0.0%-73.9%0.000%
7/14/2026 Riverbridge Partners LLC204,139$2.10M0.1%+0.9%0.000%
5/14/2026 Lido Advisors LLC12,420$119K0.0%N/A0.000%
5/13/2026 Cetera Investment Advisers20,823$200K0.0%-10.3%0.000%
5/13/2026 First Trust Advisors LP36,243$348K0.0%+7.5%0.000%
5/4/2026 NWF Advisory Services Inc.48,200$463K0.1%+5.5%0.000%
4/20/2026 RFG Advisory LLC13,774$132K0.0%-14.3%0.000%
4/18/2026 Riverbridge Partners LLC202,268$1.94M0.0%+8.0%0.000%
4/16/2026 Uhlmann Price Securities LLC11,926$115K0.0%-10.8%0.000%
3/3/2026 NWF Advisory Services Inc.45,700$457K0.1%-4.8%0.000%
2/18/2026 Evolve Private Wealth LLC70,891$710K0.0%N/A0.000%
2/17/2026 Guggenheim Capital LLC42,110$422K0.0%N/A0.000%
2/17/2026 Osaic Holdings Inc.50,417$505K0.0%-15.7%0.000%
2/13/2026 First Trust Advisors LP33,721$338K0.0%-5.9%0.000%
2/12/2026 Advisors Asset Management Inc.175,038$1.75M0.0%+15.6%0.000%
2/11/2026 LPL Financial LLC18,883$189K0.0%+37.3%0.000%
2/11/2026 Closed End Fund Advisors Inc.82,598$827K0.5%N/A0.000%
2/3/2026 RFG Advisory LLC16,074$161K0.0%-13.0%0.000%
2/2/2026 Wolverine Asset Management LLC29,738$298K0.0%N/A0.000%
1/26/2026 Shaker Financial Services LLC50,826$509K0.2%+272.9%0.000%
1/13/2026 Riverbridge Partners LLC187,204$1.87M0.0%+29.1%0.000%
11/17/2025 Bulldog Investors LLP189,736$1.99M0.5%-48.8%0.000%
11/14/2025 Raymond James Financial Inc.49,062$513K0.0%+12.0%0.000%
11/13/2025 First Trust Advisors LP35,828$375K0.0%+3.2%0.000%
11/6/2025 Advisors Asset Management Inc.151,374$1.58M0.0%N/A0.000%
11/5/2025 J.W. Cole Advisors Inc.112,130$1.17M0.0%+13.9%0.000%
10/31/2025 NWF Advisory Services Inc.48,000$502K0.1%+7.9%0.000%
10/22/2025 Shaker Financial Services LLC13,629$143K0.0%N/A0.000%
10/14/2025 Riverbridge Partners LLC144,972$1.52M0.0%+2.5%0.000%
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%
5/12/2025Wolverine Asset Management LLC7,649$81K0.0%-86.4%0.000%
5/6/2025Cetera Investment Advisers23,102$243K0.0%+16.4%0.000%
5/5/2025J.W. Cole Advisors Inc.95,292$1.00M0.0%+27.1%0.000%
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5/5/2025Private Advisor Group LLC15,240$160K0.0%-10.0%0.000%
4/28/2025Clear Creek Financial Management LLC16,875$178K0.0%N/A0.000%
4/21/2025Riverbridge Partners LLC136,058$1.43M0.0%+10.1%0.000%
4/11/2025SeaCrest Wealth Management LLC19,606$206K0.0%-18.1%0.000%
4/9/2025RFG 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%
2/7/2025Intellectus 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%
1/17/2025Riverbridge 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%
10/16/2024SeaCrest 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%
4/26/2024Riverbridge 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%
4/18/2024SeaCrest Wealth Management LLC21,069$218K0.0%+21.0%0.000%
4/11/2024International 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%
1/24/2024International Assets Investment Management LLC113,933$1.08M0.0%+654.5%0.000%
1/18/2024SeaCrest 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%
10/16/2023Riverbridge Partners LLC151,898$1.37M0.0%+14.3%0.000%
10/4/2023International Assets Investment Management LLC15,100$136K0.0%+19.8%0.000%
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%
7/31/2023Intellectus Partners LLC16,568$157K0.0%+8.2%0.000%
7/26/2023Riverbridge Partners LLC132,933$1.26M0.0%-7.3%0.000%
7/25/2023Raymond James & Associates36,699$347K0.0%+5.1%0.000%
7/14/2023SeaCrest Wealth Management LLC13,106$124K0.0%N/A0.000%
6/28/2023Relative Value Partners Group LLC169,198$1.60M0.1%-4.0%0.000%
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5/15/2023Relative Value Partners Group LLC169,198$1.60M0.1%-4.0%0.000%
5/11/2023Consolidated 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%
4/21/2023Riverbridge Partners LLC143,445$1.36M0.0%+2.1%0.000%
4/19/2023International Assets Investment Management LLC12,600$119K0.0%-50.2%0.000%
4/12/2023FNY Investment Advisers LLC12,533$118K0.1%N/A0.000%
2/9/2023First Trust Advisors LP89,017$921K0.0%+8.6%0.000%


PGZ Institutional Ownership - Frequently Asked Questions

During the previous two years, 28 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), Riverbridge Partners LLC ($2.10M), Bulldog Investors LLP ($1.99M), Advisors Asset Management Inc. ($1.75M), Kovitz Investment Group Partners LLC ($1.48M), J.W. Cole Advisors Inc. ($1.17M), and Closed End Fund Advisors Inc. ($827K).Learn more on Principal Real Estate Income Fund's institutional investors.

Of the 22 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 ($187.47K), Advisors Asset Management Inc. ($175.04K), Kovitz Investment Group Partners LLC ($134.74K), J.W. Cole Advisors Inc. ($112.13K), Raymond James Financial Inc. ($92.47K), Shaker Financial Services LLC ($89.97K), and Wolverine Asset Management LLC ($86.08K).

Institutional investors have bought a total of 560,095 shares in the last 24 months. This purchase volume represents approximately $5.68M in transactions.

The following institutional investors have sold Principal Real Estate Income Fund stock in the last 24 months: Bulldog Investors LLP ($181.16K), Shaker Financial Services LLC ($31.48K), NWF Advisory Services Inc. ($10.30K), Osaic Holdings Inc. ($9.40K), RFG Advisory LLC ($4.70K), Cetera Investment Advisers ($2.38K), and First Trust Advisors LP ($2.11K).

Institutional investors have sold a total of 242,976 shares in the last 24 months. This volume of shares sold represents approximately $2.52M in transactions.


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Institutional ownership data for NYSE:PGZ is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/22/2026. New 13F filings are added each quarter as they're published.
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