Principal Real Estate Income Fund - Common Stock (PGZ)

Q2 2024 13F Holders as of 30 Jun 2024

Type / Class
Equity / Common Stock
Shares outstanding
6,691,988
Number of holders
26
Total 13F shares, excl. options
1,881,414
Shares change
-197,368
Total reported value, excl. options
$19,212,248
Value change
-$1,972,730
Number of buys
9
Number of sells
-11
Price
$10.21

Significant Holders of Principal Real Estate Income Fund - Common Stock (PGZ) as of Q2 2024

29 filings reported holding PGZ - Principal Real Estate Income Fund - Common Stock as of Q2 2024.
Principal Real Estate Income Fund - Common Stock (PGZ) has 26 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 1,881,414 shares of 6,691,988 outstanding shares and own 28% of the company stock.
Largest 10 shareholders include Saba Capital Management, L.P. (568,008 shares), MORGAN STANLEY (455,665 shares), Bulldog Investors, LLP (315,587 shares), RIVERBRIDGE PARTNERS LLC (161,891 shares), OSAIC HOLDINGS, INC. (60,873 shares), Sanctuary Advisors, LLC (41,705 shares), FIRST TRUST ADVISORS LP (38,320 shares), NWF Advisory Services Inc. (36,500 shares), RAYMOND JAMES & ASSOCIATES (25,774 shares), and Private Advisor Group, LLC (22,290 shares).
This table shows the top 26 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.