Q3 2018 13F Holders as of 30 Sep 2018
-
Type / Class
-
Equity / Common Stock
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Shares outstanding
-
6,691,988
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Number of holders
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22
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Total 13F shares, excl. options
-
904,439
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Shares change
-
-75,056
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Total reported value, excl. options
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$15,590,240
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Value change
-
-$1,316,060
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Number of buys
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10
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Number of sells
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-10
-
Price
-
$17.23
Significant Holders of Principal Real Estate Income Fund - Common Stock (PGZ) as of Q3 2018
26 filings reported holding PGZ - Principal Real Estate Income Fund - Common Stock as of Q3 2018.
Principal Real Estate Income Fund - Common Stock (PGZ) has 22 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 904,439 shares
of 6,691,988 outstanding shares and own 14% of the company stock.
Largest 10 shareholders include Invesco Ltd. (244,701 shares), FIRST TRUST ADVISORS LP (141,549 shares), ROBINSON CAPITAL MANAGEMENT, LLC (122,759 shares), WELLS FARGO & COMPANY/MN (97,809 shares), BANK OF AMERICA CORP /DE/ (54,546 shares), GUGGENHEIM CAPITAL LLC (47,704 shares), MORGAN STANLEY (37,985 shares), Advisor Group, Inc. (33,720 shares), RAYMOND JAMES & ASSOCIATES (20,300 shares), and Shaker Financial Services, LLC (19,645 shares).
This table shows the top 22 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.