Security key
74255X104
Principal Real Estate Income Fund - Common Stock (PGZ)
CUSIP: 74255X104
Q4 2021 13F Holders as of 31 Dec 2021
- Security type / class
- Equity / Common Stock
- Total 13F shares
- 1,723,337
- Total 13F value
- $27,235,000
- Share change
- +234,567
- SEC-reported price per share
- $15.79
- Number of holders
- 26
- Value change
- +$3,840,416
- Number of buys
- 12
- Number of sells
- 14
- Shares outstanding
- 6,691,988
Holder snapshot
6 signals
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q4 2021
Institutions
26
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
Reporting periods
Holder history for CUSIP 74255X104
Recent filing periods:
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
30 Sep 2021
13F
Lead comparable stake: 6.8%
Showing 1-6 of 15 holder rows.
Quick read
MORGAN STANLEY leads the comparable SEC ownership view at 6.8%.
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
6.8%
Relative Value Partners Group, LLC
2.5%
Matisse Capital
1.7%
FIRST TRUST ADVISORS LP
1.4%
Saba Capital Management, L.P.
1.3%
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
|
6.8%
|
$6,696,000
455,489 shares
|
— | 30 Sep 2021 |
| Relative Value Partners Group, LLC |
13F
Company
|
2.5%
|
$2,448,000
166,510 shares
|
— | 30 Sep 2021 |
| Matisse Capital |
13F
Company
|
1.7%
|
$1,705,000
116,000 shares
|
— | 30 Sep 2021 |
| FIRST TRUST ADVISORS LP |
13F
Company
|
1.4%
|
$1,344,000
91,443 shares
|
— | 30 Sep 2021 |
| Saba Capital Management, L.P. |
13F
Company
|
1.3%
|
$1,295,000
88,104 shares
|
— | 30 Sep 2021 |
| Shaker Financial Services, LLC |
13F
Company
|
1%
|
$1,010,000
68,735 shares
|
— | 30 Sep 2021 |
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 Q4 2021
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
26
Shares
1,723,337
Rows available
26
| 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 Q4 2021 vs Q1 2026 Across Filers
Q1 2026 holders
34
Q4 2021 holders
26
Holder diff
-8
| Investor | Q1 2026 Shares | Q4 2021 Shares | Share Diff | Share Chg % | Q1 2026 value | Q4 2021 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend