Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / Common Stock
-
Shares outstanding
-
6,691,988
-
Total 13F shares
-
2,080,006
-
Share change
-
-52,084
-
Total reported value
-
$19,684,491
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Price per share
-
$9.45
-
Number of holders
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27
-
Value change
-
-$462,293
-
Number of buys
-
12
-
Number of sells
-
15
Institutional Holders of Principal Real Estate Income Fund - Common Stock (PGZ) as of Q4 2023
As of 31 Dec 2023 Principal Real Estate Income Fund - Common Stock (PGZ) had 27 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 2,080,006 shares of stock of the company.
Largest 10 holders included Saba Capital Management, L.P., MORGAN STANLEY, Bulldog Investors, LLP, RIVERBRIDGE PARTNERS LLC, Relative Value Partners Group, LLC, OSAIC HOLDINGS, INC., FIRST TRUST ADVISORS LP, SIT INVESTMENT ASSOCIATES INC, NWF Advisory Services Inc., and CAPTRUST FINANCIAL ADVISORS.
This table shows 27 institutional shareholders of the security as of 31 Dec 2023.
| 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.