Q3 2024 13F Holders as of 30 Sep 2024
-
Type / Class
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Equity / Common Stock
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Shares outstanding
-
6,691,988
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Number of holders
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28
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Total 13F shares, excl. options
-
1,842,243
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Shares change
-
-39,041
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Total reported value, excl. options
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$20,550,505
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Value change
-
-$448,078
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Number of buys
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11
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Number of sells
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14
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Price
-
$11.17
Institutional Holders of Principal Real Estate Income Fund - Common Stock (PGZ) as of Q3 2024
As of 30 Sep 2024 Principal Real Estate Income Fund - Common Stock (PGZ) had 32 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 1,842,243 shares of stock of the company.
Largest 10 holders included MORGAN STANLEY, Saba Capital Management, L.P., Bulldog Investors, LLP, RIVERBRIDGE PARTNERS LLC, Kovitz Investment Group Partners, LLC, OSAIC HOLDINGS, INC., Robinson Capital Management, LLC, J.W. COLE ADVISORS, INC., Sanctuary Advisors, LLC, and FIRST TRUST ADVISORS LP.
This table shows 32 institutional shareholders of the security as of 30 Sep 2024.
| 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.