Q2 2021 13F Holders as of 30 Jun 2021
-
Type / Class
-
Equity / Common Stock
-
Shares outstanding
-
6,691,988
-
Number of holders
-
29
-
Total 13F shares, excl. options
-
1,411,811
-
Shares change
-
+120,539
-
Total reported value, excl. options
-
$21,477,000
-
Value change
-
+$2,032,013
-
Number of buys
-
12
-
Number of sells
-
-20
-
Price
-
$15.18
Significant Holders of Principal Real Estate Income Fund - Common Stock (PGZ) as of Q2 2021
36 filings reported holding PGZ - Principal Real Estate Income Fund - Common Stock as of Q2 2021.
Principal Real Estate Income Fund - Common Stock (PGZ) has 29 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1,411,811 shares
of 6,691,988 outstanding shares and own 21.1% of the company stock.
Largest 10 shareholders include MORGAN STANLEY (439,066 shares), Relative Value Partners Group, LLC (154,506 shares), Matisse Capital (148,877 shares), FIRST TRUST ADVISORS LP (89,719 shares), WELLS FARGO & COMPANY/MN (59,499 shares), ROYAL BANK OF CANADA (57,969 shares), Quantedge Capital Pte Ltd (50,278 shares), Shaker Financial Services, LLC (44,630 shares), BANK OF AMERICA CORP /DE/ (43,761 shares), and RAYMOND JAMES & ASSOCIATES (39,985 shares).
This table shows the top 29 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.