Security key
74255X104
Principal Real Estate Income Fund - Common Stock (PGZ)
CUSIP: 74255X104
Q3 2023 13F Holders as of 30 Sep 2023
- Security type / class
- Equity / Common Stock
- Total 13F shares
- 2,132,090
- Total 13F value
- $19,288,701
- Share change
- +131,349
- SEC-reported price per share
- $9.03
- Number of holders
- 25
- Value change
- +$1,159,189
- Number of buys
- 15
- Number of sells
- 10
- Shares outstanding
- 6,691,988
Holder snapshot
6 signals
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q3 2023
Institutions
25
Top holders
10
PGZ full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q4 2023
Previous quarter: Q2 2023
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
Saba Capital Management, ...
Disclosed value leader
Saba Capital Management, ...
Comparable rows
15/15
Latest evidence
30 Jun 2023
13F
Lead comparable stake: 9.3%
Showing 1-6 of 15 holder rows.
Quick read
Saba Capital Management, L.P. leads the comparable SEC ownership view at 9.3%.
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 Saba Capital Management, L.P.'s linked filing trail.
Comparable ownership
Top 5
Saba Capital Management, L.P.
9.3%
MORGAN STANLEY
5.6%
Relative Value Partners Group, LLC
2.3%
Bulldog Investors, LLP
2.1%
RIVERBRIDGE PARTNERS LLC
2%
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 |
|---|---|---|---|---|---|
| Saba Capital Management, L.P. |
13F
Company
|
9.3%
|
$5,876,287
621,172 shares
|
— | 30 Jun 2023 |
| MORGAN STANLEY |
13F
Company
|
5.6%
|
$3,533,263
373,495 shares
|
— | 30 Jun 2023 |
| Relative Value Partners Group, LLC |
13F
Company
|
2.3%
|
$1,467,133
155,088 shares
|
— | 30 Jun 2023 |
| Bulldog Investors, LLP |
13F
Company
|
2.1%
|
$1,338,505
141,491 shares
|
— | 30 Jun 2023 |
| RIVERBRIDGE PARTNERS LLC |
13F
Company
|
2%
|
$1,257,546
132,933 shares
|
— | 30 Jun 2023 |
| OSAIC HOLDINGS, INC. |
13F
Company
|
1.9%
|
$1,218,873
128,854 shares
|
— | 30 Jun 2023 |
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 Q3 2023
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
25
Shares
2,132,090
Rows available
25
| 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 Q3 2023 vs Q2 2023 Across Filers
Q2 2023 holders
29
Q3 2023 holders
25
Holder diff
-4
| Investor | Q2 2023 Shares | Q3 2023 Shares | Share Diff | Share Chg % | Q2 2023 value | Q3 2023 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend