Latest Period
Q2 2026
Security Snapshot
Principal Real Estate Income Fund - Common Stock (PGZ) Institutional Ownership
CUSIP: 74255X104
13F Institutional Holders and Ownership History from Q1 2014 to Q2 2026
Institutions Reporting
31
Shares (Excl. Options)
1,754,370
Price
$10.29
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- Security type / class
- Equity / Common Stock
- Symbol
- PGZ on NYSE
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 1,754,370
- Total 13F value
- $18,052,448
- Portfolio coverage rank
- 0%
- Share change
- +197,979
- Value change
- +$2,075,160
- Number of holders
- 31
- Shares outstanding
- 6,691,988
- SEC-reported price per share
- $10.32
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
2 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- PGZ - Principal Real Estate Income Fund - Common Stock is tracked under CUSIP 74255X104.
- 31 institutions reported positions in Q2 2026.
- 2 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 34 to 31 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $14,970,560 to $18,052,448.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 31 institutions filings for Q2 2026.
Security key
74255X104
Latest holder period
Q2 2026
13F holders
31
13D/G owners
2
CIK / CUSIP context first
Open Q2 2026 holders
PGZ full holder history
Principal Real Estate Income Fund SEC filings
Principal Real Estate Income Fund insider transactions
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 74255X104:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
2
Security
PGZ
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| Bulldog Investors, LLP | 5% | $3,492,575 | 333,261 | Phillip Goldstein | 07 Aug 2025 | |||
| Saba Capital Management, L.P. | 4.8% | -6.6% | $3,344,192 | -$235,858 | 317,889 | -6.6% | Saba Capital Management, L.P. | 11 Jul 2025 |
As of 30 Jun 2026, 31 institutional investors reported holding 1,754,370 shares of Principal Real Estate Income Fund - Common Stock (PGZ). This represents 26% of the company’s total 6,691,988 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
26%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| MORGAN STANLEY | 7.3% | 489,242 | +10% | 0% | $5,034,300 |
| RIVERBRIDGE PARTNERS LLC | 3.1% | 204,139 | +0.93% | 0.06% | $2,100,589 |
| Advisors Asset Management, Inc. | 2.6% | 173,375 | -0.36% | 0.03% | $1,784,029 |
| GUGGENHEIM CAPITAL LLC | 1.9% | 128,189 | +7% | 0.01% | $1,319,065 |
| Lido Advisors, LLC | 1.7% | 116,120 | +835% | 0% | $1,194,877 |
| J.W. COLE ADVISORS, INC. | 1.7% | 115,141 | 0.02% | $1,184,797 | |
| Closed-End Fund Advisors, Inc. | 1.2% | 82,825 | +1.3% | 0.83% | $852,270 |
| RAYMOND JAMES FINANCIAL INC | 1.1% | 74,647 | +23% | 0% | $768,114 |
| EVOLVE PRIVATE WEALTH, LLC | 0.98% | 65,743 | -7.3% | 0.04% | $676,495 |
| OSAIC HOLDINGS, INC. | 0.64% | 42,826 | -15% | 0% | $440,683 |
| NWF Advisory Services Inc. | 0.6% | 40,200 | -17% | 0.04% | $413,658 |
| FIRST TRUST ADVISORS LP | 0.55% | 37,025 | +2.2% | 0% | $380,986 |
| ROBINSON CAPITAL MANAGEMENT, LLC | 0.39% | 26,088 | 0% | 0.12% | $268,446 |
| WELLS FARGO & COMPANY/MN | 0.34% | 22,500 | +80% | 0% | $231,529 |
| Cetera Investment Advisers | 0.34% | 22,488 | +8% | 0% | $231,401 |
| LPL Financial LLC | 0.32% | 21,433 | +14% | 0% | $220,548 |
| SeaCrest Wealth Management, LLC | 0.29% | 19,690 | +6.1% | 0.02% | $202,610 |
| Clear Creek Financial Management, LLC | 0.28% | 18,475 | 0% | 0.01% | $190,108 |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.22% | 14,500 | 0% | 0% | $149,200 |
| Private Advisor Group, LLC | 0.19% | 12,950 | 0% | 0% | $133,257 |
| Shaker Financial Services, LLC | 0.17% | 11,146 | -74% | 0.04% | $114,693 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 0.09% | 6,099 | 0% | 0.01% | $62,759 |
| Investors Research Corp | 0.04% | 2,500 | 0% | 0% | $25,725 |
| UBS Group AG | 0.02% | 1,509 | -21% | 0% | $15,528 |
| KERR FINANCIAL PLANNING Corp | 0.02% | 1,451 | +2.1% | 0.02% | $14,931 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
50
Latest
Q2 2026
Rows shown
1-25 of 50
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 1,754,370 | $18,052,448 | +$2,075,160 | $10.29 | 31 |
| 2026 Q1 | 1,556,391 | $14,970,560 | -$729,091 | $9.61 | 34 |
| 2025 Q4 | 1,625,096 | $16,268,774 | -$1,303,058 | $10.01 | 34 |
| 2025 Q3 | 1,586,468 | $16,596,006 | -$1,940,744 | $10.46 | 33 |
| 2025 Q2 | 1,770,077 | $18,621,113 | -$588,255 | $10.52 | 26 |
| 2025 Q1 | 1,826,980 | $19,237,181 | -$234,987 | $10.53 | 28 |
| 2024 Q4 | 1,895,775 | $18,744,620 | -$1,237,336 | $9.88 | 28 |
| 2024 Q3 | 1,842,243 | $20,550,505 | -$448,078 | $11.17 | 28 |
| 2024 Q2 | 1,881,414 | $19,212,248 | -$1,972,730 | $10.21 | 26 |
| 2024 Q1 | 2,037,077 | $20,994,736 | -$395,581 | $10.33 | 24 |
| 2023 Q4 | 2,080,006 | $19,684,491 | -$462,293 | $9.45 | 27 |
| 2023 Q3 | 2,132,090 | $19,288,701 | +$1,159,189 | $9.03 | 25 |
| 2023 Q2 | 2,014,861 | $19,093,844 | +$971,736 | $9.46 | 29 |
| 2023 Q1 | 1,910,954 | $18,117,863 | -$376,340 | $9.46 | 31 |
| 2022 Q4 | 1,884,595 | $19,555,587 | -$665,901 | $10.35 | 28 |
| 2022 Q3 | 1,938,430 | $21,446,520 | -$273,005 | $11.04 | 27 |
| 2022 Q2 | 1,960,428 | $25,384,450 | +$3,061,793 | $12.90 | 28 |
| 2022 Q1 | 1,719,904 | $27,071,860 | -$47,106 | $15.72 | 25 |
| 2021 Q4 | 1,723,337 | $27,235,000 | +$3,840,416 | $15.79 | 26 |
| 2021 Q3 | 1,499,522 | $22,129,000 | +$1,272,968 | $14.70 | 29 |
| 2021 Q2 | 1,411,811 | $21,477,000 | +$2,032,013 | $15.18 | 29 |
| 2021 Q1 | 1,291,272 | $17,491,000 | -$705,072 | $13.50 | 34 |
| 2020 Q4 | 1,343,483 | $16,376,000 | +$1,091,425 | $12.19 | 33 |
| 2020 Q3 | 1,158,925 | $12,396,000 | -$190,666 | $10.71 | 33 |
| 2020 Q2 | 1,162,657 | $13,963,000 | -$392,824 | $12.01 | 34 |