Q4 2018 13F Holders as of 31 Dec 2018
-
Type / Class
-
Equity / Common Stock
-
Shares outstanding
-
6,691,988
-
Number of holders
-
30
-
Total 13F shares, excl. options
-
894,626
-
Shares change
-
-26,138
-
Total reported value, excl. options
-
$14,802,000
-
Value change
-
-$483,880
-
Number of buys
-
15
-
Number of sells
-
-15
-
Price
-
$16.54
Significant Holders of Principal Real Estate Income Fund - Common Stock (PGZ) as of Q4 2018
35 filings reported holding PGZ - Principal Real Estate Income Fund - Common Stock as of Q4 2018.
Principal Real Estate Income Fund - Common Stock (PGZ) has 30 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 894,626 shares
of 6,691,988 outstanding shares and own 13% of the company stock.
Largest 10 shareholders include Invesco Ltd. (239,197 shares), FIRST TRUST ADVISORS LP (132,283 shares), ROBINSON CAPITAL MANAGEMENT, LLC (100,965 shares), WELLS FARGO & COMPANY/MN (79,974 shares), BANK OF AMERICA CORP /DE/ (76,018 shares), MORGAN STANLEY (37,753 shares), Advisor Group, Inc. (37,020 shares), Cardan Capital Partners, LLC (20,352 shares), ALPINE WOODS CAPITAL INVESTORS, LLC (20,000 shares), and RAYMOND JAMES & ASSOCIATES (18,800 shares).
This table shows the top 30 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.