Q2 2015 13F Holders as of 30 Jun 2015
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Type / Class
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Equity / Common Stock
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Shares outstanding
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6,691,988
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Number of holders
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16
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Total 13F shares, excl. options
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503,374
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Shares change
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+14,088
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Total reported value, excl. options
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$9,348,256
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Value change
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+$260,298
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Number of buys
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6
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Number of sells
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-7
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Price
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$18.57
Significant Holders of Principal Real Estate Income Fund - Common Stock (PGZ) as of Q2 2015
17 filings reported holding PGZ - Principal Real Estate Income Fund - Common Stock as of Q2 2015.
Principal Real Estate Income Fund - Common Stock (PGZ) has 16 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 503,374 shares
of 6,691,988 outstanding shares and own 7.5% of the company stock.
Largest 10 shareholders include FIRST TRUST ADVISORS LP (92,833 shares), UBS Group AG (86,836 shares), Baird Financial Group, Inc. (70,809 shares), WELLS FARGO & COMPANY/MN (64,102 shares), MORGAN STANLEY (44,756 shares), OPPENHEIMER & CO INC (41,950 shares), Invesco Ltd. (35,052 shares), RAYMOND JAMES & ASSOCIATES (23,200 shares), KCG Holdings, Inc. (16,571 shares), and GUGGENHEIM CAPITAL LLC (10,707 shares).
This table shows the top 16 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.