Principal Real Estate Income Fund - Common Stock (PGZ)

Q3 2021 13F Holders as of 30 Sep 2021

Type / Class
Equity / Common Stock
Shares outstanding
6,691,988
Number of holders
29
Total 13F shares, excl. options
1,499,522
Shares change
+87,711
Total reported value, excl. options
$22,129,000
Value change
+$1,272,968
Number of buys
14
Number of sells
-12
Price
$14.7

Significant Holders of Principal Real Estate Income Fund - Common Stock (PGZ) as of Q3 2021

31 filings reported holding PGZ - Principal Real Estate Income Fund - Common Stock as of Q3 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 1,499,522 shares of 6,691,988 outstanding shares and own 22.41% of the company stock.
Largest 10 shareholders include MORGAN STANLEY (455,489 shares), Relative Value Partners Group, LLC (166,510 shares), Matisse Capital (116,000 shares), FIRST TRUST ADVISORS LP (91,443 shares), Saba Capital Management, L.P. (88,104 shares), Shaker Financial Services, LLC (68,735 shares), ROYAL BANK OF CANADA (57,587 shares), WELLS FARGO & COMPANY/MN (56,423 shares), BANK OF AMERICA CORP /DE/ (45,117 shares), and Quantedge Capital Pte Ltd (41,448 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.