Q3 2023 13F Holders as of 30 Sep 2023
-
Type / Class
-
Equity / Common Stock
-
Shares outstanding
-
6,691,988
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Number of holders
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25
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Total 13F shares, excl. options
-
2,132,090
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Shares change
-
+131,349
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Total reported value, excl. options
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$19,288,701
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Value change
-
+$1,159,189
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Number of buys
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15
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Number of sells
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-10
-
Price
-
$9.03
Significant Holders of Principal Real Estate Income Fund - Common Stock (PGZ) as of Q3 2023
29 filings reported holding PGZ - Principal Real Estate Income Fund - Common Stock as of Q3 2023.
Principal Real Estate Income Fund - Common Stock (PGZ) has 25 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2,132,090 shares
of 6,691,988 outstanding shares and own 32% of the company stock.
Largest 10 shareholders include Saba Capital Management, L.P. (568,008 shares), MORGAN STANLEY (460,004 shares), OSAIC HOLDINGS, INC. (202,201 shares), Bulldog Investors, LLP (189,186 shares), RIVERBRIDGE PARTNERS LLC (151,898 shares), Relative Value Partners Group, LLC (142,875 shares), FIRST TRUST ADVISORS LP (80,199 shares), Clough Capital Partners L P (52,029 shares), WELLS FARGO & COMPANY/MN (51,756 shares), and NWF Advisory Services Inc. (38,300 shares).
This table shows the top 25 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.