Q1 2016 13F Holders as of 31 Mar 2016
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Type / Class
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Equity / Common Stock
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Shares outstanding
-
6,691,988
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Number of holders
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23
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Total 13F shares, excl. options
-
588,795
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Shares change
-
-1,472
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Total reported value, excl. options
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$9,716,000
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Value change
-
-$24,916
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Number of buys
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8
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Number of sells
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-12
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Price
-
$16.50
Significant Holders of Principal Real Estate Income Fund - Common Stock (PGZ) as of Q1 2016
25 filings reported holding PGZ - Principal Real Estate Income Fund - Common Stock as of Q1 2016.
Principal Real Estate Income Fund - Common Stock (PGZ) has 23 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 588,795 shares
of 6,691,988 outstanding shares and own 8.8% of the company stock.
Largest 10 shareholders include UBS Group AG (100,564 shares), FIRST TRUST ADVISORS LP (87,035 shares), Baird Financial Group, Inc. (58,359 shares), WELLS FARGO & COMPANY/MN (54,447 shares), MORGAN STANLEY (51,427 shares), STIFEL FINANCIAL CORP (39,088 shares), Invesco Ltd. (36,517 shares), BB&T SECURITIES, LLC (27,304 shares), Shaker Financial Services, LLC (22,844 shares), and MARINER INVESTMENT GROUP LLC (20,773 shares).
This table shows the top 23 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.