Q3 2016 13F Holders as of 30 Sep 2016
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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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20
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Total 13F shares, excl. options
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631,890
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Shares change
-
+85,648
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Total reported value, excl. options
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$11,152,000
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Value change
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+$1,512,417
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Number of buys
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12
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Number of sells
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11
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Price
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$17.65
Institutional Holders of Principal Real Estate Income Fund - Common Stock (PGZ) as of Q3 2016
As of 30 Sep 2016 Principal Real Estate Income Fund - Common Stock (PGZ) had 20 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 631,890 shares of stock of the company.
Largest 10 holders included UBS Group AG, AMERIPRISE FINANCIAL INC, FIRST TRUST ADVISORS LP, WELLS FARGO & COMPANY/MN, ROBINSON CAPITAL MANAGEMENT, LLC, STIFEL FINANCIAL CORP, MORGAN STANLEY, DOLIVER CAPITAL ADVISORS, INC., Baird Financial Group, Inc., and BB&T SECURITIES, LLC.
This table shows 20 institutional shareholders of the security as of 30 Sep 2016.
| 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.