Principal Real Estate Income Fund - Common Stock (PGZ)

CUSIP: 74255X104

Q1 2021 13F Holders as of 31 Mar 2021

Security type / class
Equity / Common Stock
Total 13F shares
1,291,272
Total 13F value
$17,491,000
Holder snapshot 6 signals
Share change
-65,597
SEC-reported price per share
$13.50
Number of holders
34
Value change
-$705,072
Number of buys
11
Number of sells
19
Security identity Names, identifiers, and filing context for this profile. 1 source field
Shares outstanding
6,691,988

Security key

74255X104

Report period

Q1 2021

Institutions

34

Top holders

10

PGZ full security history Ownership snapshot Full 13F holder table Newer quarter: Q3 2025 Principal Real Estate Income Fund SEC filings

Broader feeds

Latest 13F filings Latest 13D/G filings Investors directory

Ownership snapshot

Top reported holders of PGZ - Principal Real Estate Income Fund - Common Stock (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader
MORGAN STANLEY
Disclosed value leader
MORGAN STANLEY
Comparable rows
15/15
Latest evidence
31 Dec 2020
13F Lead comparable stake: 3.9% Showing 1-6 of 15 holder rows.

Quick read

MORGAN STANLEY leads the comparable SEC ownership view at 3.9%.

15 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens MORGAN STANLEY's linked filing trail.
Comparable ownership Top 5
MORGAN STANLEY 3.9%
Matisse Capital 2.2%
Quantedge Capital Pte Ltd 1.5%
FIRST TRUST ADVISORS LP 1.3%
Curi Capital, LLC 1.1%

Ownership % is shown only when SEC disclosures are safely comparable across share classes.

Detailed SEC evidence table Showing 1-6 of 15 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
MORGAN STANLEY
13F
Company
13F
3.9%
$3,184,000
261,216 shares
 — 31 Dec 2020
Matisse Capital
13F
Company
13F
2.2%
$1,814,000
148,877 shares
 — 31 Dec 2020
Quantedge Capital Pte Ltd
13F
Company
13F
1.5%
$1,258,000
103,215 shares
 — 31 Dec 2020
FIRST TRUST ADVISORS LP
13F
Company
13F
1.3%
$1,048,000
85,979 shares
 — 31 Dec 2020
Curi Capital, LLC
13F
Company
13F
1.1%
$912,000
74,821 shares
 — 31 Dec 2020
WELLS FARGO & COMPANY/MN
13F
Company
13F
1%
$842,000
69,071 shares
 — 31 Dec 2020
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

13F holder rows

Institutional holders as of Q1 2021

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions
34
Shares
1,291,272
Rows available
34
Investor Option Weight % Change % SEC-reported value * Price Shares Share Change Activity Report Period

* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.

Compare Q1 2021 vs Q1 2026 Across Filers

Q1 2026 holders
34
Q1 2021 holders
34
Holder diff
0
Investor Q1 2026 Shares Q1 2021 Shares Share Diff Share Chg % Q1 2026 value Q1 2021 value Value change Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
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