Q1 2021 13F Holders as of 31 Mar 2021
-
Type / Class
-
Equity / Common Stock
-
Shares outstanding
-
6,691,988
-
Number of holders
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34
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Total 13F shares, excl. options
-
1,291,272
-
Shares change
-
-65,597
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Total reported value, excl. options
-
$17,491,000
-
Value change
-
-$705,072
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Number of buys
-
11
-
Number of sells
-
-19
-
Price
-
$13.5
Significant Holders of Principal Real Estate Income Fund - Common Stock (PGZ) as of Q1 2021
37 filings reported holding PGZ - Principal Real Estate Income Fund - Common Stock as of Q1 2021.
Principal Real Estate Income Fund - Common Stock (PGZ) has 34 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1,291,272 shares
of 6,691,988 outstanding shares and own 19.3% of the company stock.
Largest 10 shareholders include MORGAN STANLEY (371,602 shares), Matisse Capital (148,877 shares), FIRST TRUST ADVISORS LP (87,341 shares), Quantedge Capital Pte Ltd (83,568 shares), WELLS FARGO & COMPANY/MN (59,242 shares), ROYAL BANK OF CANADA (57,628 shares), Castle Rock Wealth Management, LLC (52,757 shares), BANK OF AMERICA CORP /DE/ (45,920 shares), ADVISOR GROUP HOLDINGS, INC. (37,900 shares), and RAYMOND JAMES & ASSOCIATES (37,685 shares).
This table shows the top 34 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.