Principal Real Estate Income Fund - Common Stock (PGZ)

Historical Holders from Q1 2014 to Q3 2025

Symbol
PGZ on NYSE
Type / Class
Equity / Common Stock
Shares outstanding
6,691,988
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares, excl. options
1,586,468
Holdings value
$16,596,006
% of all portfolios
0%
Number of holders
33
Number of buys
21
Number of sells
-6
Average buys %
+0%
Average sells %
-0%
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Principal Real Estate Income Fund - Common Stock (PGZ)

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Bulldog Investors, LLP 4.98% $3,492,575 333,261 Phillip Goldstein 07 Aug 2025
Saba Capital Management, L.P. 4.75% -6.6% $3,344,192 -$235,858 317,889 -6.6% Saba Capital Management, L.P. 11 Jul 2025

Institutional Holders of Principal Real Estate Income Fund - Common Stock (PGZ)

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price Investors
2025 Q3 1,586,468 $16,596,006 -$1,930,214 $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 $12.9 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 $14.7 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 $13.5 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
2020 Q1 1,194,284 $14,457,000 +$1,294,534 $12.11 36
2019 Q4 981,747 $20,733,000 +$1,350,158 $21.12 31
2019 Q3 909,518 $18,707,000 +$35,504 $20.57 28
2019 Q2 909,127 $17,339,000 +$276,784 $19.05 26
2019 Q1 895,932 $16,701,000 +$73,970 $18.64 32
2018 Q4 894,626 $14,802,000 -$483,880 $16.54 30
2018 Q3 904,439 $15,590,240 -$1,316,060 $17.23 22
2018 Q2 979,346 $17,379,000 -$1,947,644 $17.74 20
2018 Q1 1,097,431 $18,357,000 -$596,261 $16.74 23
2017 Q4 1,007,453 $17,318,000 +$4,708,562 $17.19 23
2017 Q3 772,983 $13,881,000 +$1,477,044 $17.96 19
2017 Q2 690,696 $12,495,000 -$1,453,606 $18.09 17
2017 Q1 774,620 $13,588,000 +$1,973,535 $17.54 19
2016 Q4 665,354 $10,666,000 +$314,600 $15.97 21
2016 Q3 631,890 $11,152,000 +$1,512,417 $17.65 20
2016 Q2 546,242 $9,665,000 -$700,122 $17.69 20
2016 Q1 588,795 $9,716,000 -$24,916 $16.5 23
2015 Q4 590,367 $9,849,000 +$519,811 $16.68 22
2015 Q3 554,969 $9,572,000 +$857,765 $17.25 19
2015 Q2 503,374 $9,348,256 +$260,298 $18.57 16
2015 Q1 492,408 $9,590,857 +$351,075 $19.48 15
2014 Q4 474,139 $8,844,316 +$301,746 $18.66 15
2014 Q3 476,248 $8,789,416 -$149,172 $19.05 17
2014 Q2 486,734 $8,957,850 +$1,568,706 $19.06 16
2014 Q1 400,957 $7,076,456 +$599,378 $18.26 14