Q4 2016 13F Holders as of 31 Dec 2016
-
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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21
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Total 13F shares, excl. options
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665,354
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Shares change
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+24,142
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Total reported value, excl. options
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$10,666,000
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Value change
-
+$314,600
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Number of buys
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10
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Number of sells
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-9
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Price
-
$15.97
Significant Holders of Principal Real Estate Income Fund - Common Stock (PGZ) as of Q4 2016
23 filings reported holding PGZ - Principal Real Estate Income Fund - Common Stock as of Q4 2016.
Principal Real Estate Income Fund - Common Stock (PGZ) has 21 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 665,354 shares
of 6,691,988 outstanding shares and own 9.94% of the company stock.
Largest 10 shareholders include UBS Group AG (100,164 shares), FIRST TRUST ADVISORS LP (90,682 shares), WELLS FARGO & COMPANY/MN (65,126 shares), AMERIPRISE FINANCIAL INC (63,789 shares), ROBINSON CAPITAL MANAGEMENT, LLC (61,097 shares), MORGAN STANLEY (37,656 shares), BANK OF AMERICA CORP /DE/ (36,065 shares), DOLIVER CAPITAL ADVISORS, INC. (32,237 shares), Baird Financial Group, Inc. (31,460 shares), and BB&T SECURITIES, LLC (26,843 shares).
This table shows the top 21 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.