Q4 2014 13F Holders as of 31 Dec 2014
-
Type / Class
-
Equity / Common Stock
-
Shares outstanding
-
6,691,988
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Number of holders
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15
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Total 13F shares, excl. options
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474,139
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Shares change
-
+16,427
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Total reported value, excl. options
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$8,844,316
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Value change
-
+$301,746
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Number of buys
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10
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Number of sells
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-6
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Price
-
$18.66
Significant Holders of Principal Real Estate Income Fund - Common Stock (PGZ) as of Q4 2014
19 filings reported holding PGZ - Principal Real Estate Income Fund - Common Stock as of Q4 2014.
Principal Real Estate Income Fund - Common Stock (PGZ) has 15 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 474,139 shares
of 6,691,988 outstanding shares and own 7.1% of the company stock.
Largest 10 shareholders include FIRST TRUST ADVISORS LP (94,913 shares), BAIRD ROBERT W & CO INC /WI/ (80,505 shares), UBS Group AG (80,268 shares), WELLS FARGO & COMPANY/MN (58,165 shares), OPPENHEIMER & CO INC (41,800 shares), Invesco Ltd. (41,773 shares), MORGAN STANLEY (40,565 shares), RAYMOND JAMES & ASSOCIATES (20,150 shares), DEUTSCHE BANK AG\ (6,200 shares), and ROYAL BANK OF CANADA (5,700 shares).
This table shows the top 15 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.