What does CUSIP 74255X104 represent in this 13F holders report?

CUSIP 74255X104 is the security identifier for PGZ - Principal Real Estate Income Fund - Common Stock used to aggregate holder disclosures.

How many institutions held PGZ - Principal Real Estate Income Fund - Common Stock in Q1 2023?

31 institutional investors reported PGZ - Principal Real Estate Income Fund - Common Stock for Q1 2023. Use the holders table for investor-level position and value details.

Principal Real Estate Income Fund - Common Stock (PGZ)

CUSIP: 74255X104

Q1 2023 13F Holders as of 31 Mar 2023

Security type / class: Equity / Common Stock
Shares outstanding: 6,691,988
Total 13F shares: 1,910,954
Share change: -37,495
Total reported value: $18,117,863
Reported price per share: $9.46
Number of holders: 31
Value change: -$376,340
Number of buys: 13
Number of sells: 11

Security key

74255X104

Report period

Q1 2023

Institutions

Top holders

PGZ full security history Ownership snapshot Full 13F holder table Newer quarter: Q2 2023 Previous quarter: Q4 2022 Principal Real Estate Income Fund SEC filings

Broader feeds

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

Reporting periods

Holder history for CUSIP 74255X104

Newer quarter: Q2 2023 Previous quarter: Q4 2022

Recent filing periods:

Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024

Ownership snapshot

Top shareholders 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.

Lead holder

Saba Capital Management, ...

13D/G signal

—

Evidence rows

Latest as of

31 Dec 2022

13F Lead comparable stake: 10% Showing first 8 of 29 holder rows. Open remaining rows

Rank 1 holder

Saba Capital Management, L.P.

13F

Ownership: 10%
Position: $6.9M

13F

Rank 2 holder

MORGAN STANLEY

13F

Ownership: 5.4%
Position: $3.75M

13F

Rank 3 holder

Relative Value Partners Group, LLC

13F

Ownership: 2.6%
Position: $1.82M

13F

Holder	Evidence	Ownership %	Position	12M Net Δ	As of
Saba Capital Management, L.P.	13F Company 13F	10%	$6,902,860 666,943 shares	—	31 Dec 2022
MORGAN STANLEY	13F Company 13F	5.4%	$3,752,103 362,522 shares	—	31 Dec 2022
Relative Value Partners Group, LLC	13F Company 13F	2.6%	$1,824,028 176,235 shares	—	31 Dec 2022
RIVERBRIDGE PARTNERS LLC	13F Company 13F	2.1%	$1,454,000 140,496 shares	—	31 Dec 2022
FIRST TRUST ADVISORS LP	13F Company 13F	1.3%	$921,325 89,017 shares	—	31 Dec 2022
OSAIC HOLDINGS, INC.	13F Company 13F	0.8%	$557,175 53,771 shares	—	31 Dec 2022
ROYAL BANK OF CANADA	13F Company 13F	0.8%	$552,000 53,341 shares	—	31 Dec 2022
AVANTAX ADVISORY SERVICES, INC.	13F Company 13F	0.56%	$390,372 37,717 shares	—	31 Dec 2022

Show 21 additional holder rows in the full holder list

Holder	Evidence	Ownership %	Position	12M Net Δ	As of
RAYMOND JAMES & ASSOCIATES	13F Company 13F	0.54%	$371,824 35,925 shares	—	31 Dec 2022
Shaker Financial Services, LLC	13F Company 13F	0.5%	$345,752 33,406 shares	—	31 Dec 2022
Private Advisor Group, LLC	13F Company 13F	0.39%	$267,000 25,840 shares	—	31 Dec 2022
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	13F Company 13F	0.38%	$261,909 25,305 shares	—	31 Dec 2022
TRUIST FINANCIAL CORP	13F Company 13F	0.36%	$248,858 24,044 shares	—	31 Dec 2022
BANK OF MONTREAL /CAN/	13F Company 13F	0.33%	$276,980 22,000 shares	—	31 Dec 2022
WELLS FARGO & COMPANY/MN	13F Company 13F	0.32%	$224,108 21,653 shares	—	31 Dec 2022
GREAT VALLEY ADVISOR GROUP, INC.	13F Company 13F	0.24%	$165,600 16,000 shares	—	31 Dec 2022
UBS Group AG	13F Company 13F	0.23%	$157,641 15,231 shares	—	31 Dec 2022
Intellectus Partners, LLC	13F Company 13F	0.23%	$156,142 15,086 shares	—	31 Dec 2022
BANK OF AMERICA CORP /DE/	13F Company 13F	0.2%	$141,360 13,658 shares	—	31 Dec 2022
LPL Financial LLC	13F Company 13F	0.19%	$134,577 13,003 shares	—	31 Dec 2022
ROBINSON CAPITAL MANAGEMENT, LLC	13F Company 13F	0.19%	$133,023 12,585 shares	—	31 Dec 2022
NewEdge Advisors, LLC	13F Company 13F	0.19%	$126,272 12,394 shares	—	31 Dec 2022
Advisory Services Network, LLC	13F Company 13F	0.11%	$74,903 7,237 shares	—	31 Dec 2022
HOLLENCREST CAPITAL MANAGEMENT	13F Company 13F	0.09%	$63,549 6,140 shares	—	31 Dec 2022
Investors Research Corp	13F Company 13F	0.04%	$25,875 2,500 shares	—	31 Dec 2022
Glass Jacobson Investment Advisors llc	13F Company 13F	0.02%	$13,403 1,295 shares	—	31 Dec 2022
MONEY CONCEPTS CAPITAL CORP	13F Company 13F	0.01%	$7,763 750 shares	—	31 Dec 2022
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	13F Company 13F	0.01%	$5,185 501 shares	—	31 Dec 2022
IFP Advisors, Inc	13F Company 13F	0.01%	$8,000 485 shares	—	31 Dec 2022

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 2023

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

Institutions

1,910,954

Rows loaded

Investor	Option	Weight %	Change %	Reported value	* Price	Shares	Share Change	Activity	Report Period

^* 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 failed the local validity check.

Compare Q1 2023 vs Q4 2022 Across Filers

Q4 2022 holders

Q1 2023 holders

Holder diff

Investor	Q4 2022 Shares	Q1 2023 Shares	Share Diff	Share Chg %	Q4 2022 value	Q1 2023 value	Value change	Value Chg %

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

Quarterly Holders Trend

Quarterly Value Trend

Quarterly Shares Trend