Principal Real Estate Income Fund - Common Stock (PGZ)

Q4 2024 13F Holders as of 31 Dec 2024

Type / Class
Equity / Common Stock
Shares outstanding
6,691,988
Total 13F shares
1,895,775
Share change
-89,246
Total reported value
$18,744,620
Price per share
$9.88
Number of holders
28
Value change
-$1,237,336
Number of buys
14
Number of sells
11

Institutional Holders of Principal Real Estate Income Fund - Common Stock (PGZ) as of Q4 2024

As of 31 Dec 2024, Principal Real Estate Income Fund - Common Stock (PGZ) was held by 28 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 1,895,775 shares. The largest 10 holders included MORGAN STANLEY, Saba Capital Management, L.P., Bulldog Investors, LLP, RIVERBRIDGE PARTNERS LLC, J.W. COLE ADVISORS, INC., OSAIC HOLDINGS, INC., WOLVERINE ASSET MANAGEMENT LLC, Shaker Financial Services, LLC, ROBINSON CAPITAL MANAGEMENT, LLC, and Sanctuary Advisors, LLC. This page lists 28 institutional shareholders reporting positions in this security for the Q4 2024 filing period.
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.