Security key
74255X104
Principal Real Estate Income Fund - Common Stock (PGZ)
CUSIP: 74255X104
Q3 2024 13F Holders as of 30 Sep 2024
- Security type / class
- Equity / Common Stock
- Total 13F shares
- 1,842,243
- Total 13F value
- $20,550,505
- Share change
- -39,041
- SEC-reported price per share
- $11.17
- Number of holders
- 28
- Value change
- -$448,078
- Number of buys
- 11
- Number of sells
- 14
- 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 2024
Institutions
28
Top holders
10
PGZ full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q4 2024
Previous quarter: Q2 2024
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 2024
13F
Lead comparable stake: 8.5%
Showing 1-6 of 15 holder rows.
Quick read
Saba Capital Management, L.P. leads the comparable SEC ownership view at 8.5%.
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.
8.5%
MORGAN STANLEY
6.8%
Bulldog Investors, LLP
4.7%
RIVERBRIDGE PARTNERS LLC
2.4%
OSAIC HOLDINGS, INC.
0.91%
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
|
8.5%
|
$5,799,362
568,008 shares
|
— | 30 Jun 2024 |
| MORGAN STANLEY |
13F
Company
|
6.8%
|
$4,652,341
455,665 shares
|
— | 30 Jun 2024 |
| Bulldog Investors, LLP |
13F
Company
|
4.7%
|
$3,222,143
315,587 shares
|
— | 30 Jun 2024 |
| RIVERBRIDGE PARTNERS LLC |
13F
Company
|
2.4%
|
$1,652,907
161,891 shares
|
— | 30 Jun 2024 |
| OSAIC HOLDINGS, INC. |
13F
Company
|
0.91%
|
$621,485
60,873 shares
|
— | 30 Jun 2024 |
| Sanctuary Advisors, LLC |
13F
Company
|
0.62%
|
$410,794
41,705 shares
|
— | 30 Jun 2024 |
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 2024
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
28
Shares
1,842,243
Rows available
28
| 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 2024 vs Q2 2024 Across Filers
Q2 2024 holders
26
Q3 2024 holders
28
Holder diff
2
| Investor | Q2 2024 Shares | Q3 2024 Shares | Share Diff | Share Chg % | Q2 2024 value | Q3 2024 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend