Principal Real Estate Income Fund - Common Stock (PGZ)
CUSIP: 74255X104
Q1 2025 13F Holders as of 31 Mar 2025
- Type / Class
- Equity / Common Stock
- Shares outstanding
- 6,691,988
- Total 13F shares
- 1,826,980
- Share change
- -27,745
- Total reported value
- $19,237,181
- Price per share
- $10.53
- Number of holders
- 28
- Value change
- -$234,987
- Number of buys
- 12
- Number of sells
- 13
Quarterly Holders Quick Answers
What is CUSIP 74255X104?
CUSIP 74255X104 identifies PGZ - Principal Real Estate Income Fund - Common Stock in SEC institutional holdings data.
Need full ownership history?
Open the full security ownership history page.
Next holder-history checks
These links keep the next click tied to holder verification, nearby quarters, or outside-13F ownership context.
- Back to full security ownership history for the broader multi-quarter picture.
- Latest 13F filings for newly reported positions across managers.
- Latest Schedule 13D/13G reports for ownership changes outside the 13F cadence.
- SEC investors directory for manager drilldown.
Explore More Reporting Periods
Jump to adjacent filing periods for faster comparison and easier crawl discovery.
Recent filing periods for CUSIP 74255X104:
Top shareholders of PGZ - Principal Real Estate Income Fund - Common Stock (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY |
13F
|
Company |
6.6%
|
442,757
|
$4,374,439 | — | 31 Dec 2024 | |
| Saba Capital Management, L.P. |
13F
|
Company |
6%
|
401,763
|
$3,969,418 | — | 31 Dec 2024 | |
| Bulldog Investors, LLP |
13F
|
Company |
5.5%
|
369,396
|
$3,650,856 | — | 31 Dec 2024 | |
| RIVERBRIDGE PARTNERS LLC |
13F
|
Company |
1.8%
|
123,577
|
$1,220,941 | — | 31 Dec 2024 | |
| J.W. COLE ADVISORS, INC. |
13F
|
Company |
1.1%
|
74,955
|
$740,553 | — | 31 Dec 2024 | |
| OSAIC HOLDINGS, INC. |
13F
|
Company |
0.91%
|
60,940
|
$602,076 | — | 31 Dec 2024 | |
| WOLVERINE ASSET MANAGEMENT LLC |
13F
|
Company |
0.84%
|
56,338
|
$556,619 | — | 31 Dec 2024 | |
| Shaker Financial Services, LLC |
13F
|
Company |
0.78%
|
52,041
|
$514,166 | — | 31 Dec 2024 | |
| ROBINSON CAPITAL MANAGEMENT, LLC |
13F
|
Company |
0.69%
|
46,008
|
$454,559 | — | 31 Dec 2024 | |
| Sanctuary Advisors, LLC |
13F
|
Company |
0.61%
|
41,050
|
$418,710 | — | 31 Dec 2024 | |
| FIRST TRUST ADVISORS LP |
13F
|
Company |
0.57%
|
38,321
|
$378,611 | — | 31 Dec 2024 | |
| RAYMOND JAMES FINANCIAL INC |
13F
|
Company |
0.51%
|
34,055
|
$336,465 | — | 31 Dec 2024 | |
| SeaCrest Wealth Management, LLC |
13F
|
Company |
0.36%
|
23,945
|
$236,577 | — | 31 Dec 2024 | |
| Cetera Investment Advisers |
13F
|
Company |
0.3%
|
19,849
|
$196,112 | — | 31 Dec 2024 | |
| Private Advisor Group, LLC |
13F
|
Company |
0.25%
|
16,940
|
$167,367 | — | 31 Dec 2024 | |
| GREAT VALLEY ADVISOR GROUP, INC. |
13F
|
Company |
0.24%
|
16,000
|
$158,080 | — | 31 Dec 2024 | |
| BANK OF MONTREAL /CAN/ |
13F
|
Company |
0.22%
|
15,000
|
$148,200 | — | 31 Dec 2024 | |
| UBS Group AG |
13F
|
Company |
0.22%
|
14,630
|
$144,544 | — | 31 Dec 2024 | |
| UHLMANN PRICE SECURITIES, LLC |
13F
|
Company |
0.2%
|
13,420
|
$132,607 | — | 31 Dec 2024 | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
13F
|
Company |
0.18%
|
12,117
|
$119,716 | — | 31 Dec 2024 | |
| Intellectus Partners, LLC |
13F
|
Company |
0.15%
|
10,234
|
$101,114 | — | 31 Dec 2024 | |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
13F
|
Company |
0.09%
|
6,144
|
$60,703 | — | 31 Dec 2024 | |
| Ernest J. Scalberg |
3/4/5
|
Trustee |
—
class O/S missing
|
3,435
|
$33,339 | — | 31 Oct 2023 | |
| Investors Research Corp |
13F
|
Company |
0.04%
|
2,500
|
$24,700 | — | 31 Dec 2024 | |
| Glass Jacobson Investment Advisors llc |
13F
|
Company |
0.02%
|
1,415
|
$13,981 | — | 31 Dec 2024 | |
| Noble Wealth Management PBC |
13F
|
Company |
0.01%
|
1,000
|
$9,880 | — | 31 Dec 2024 | |
| TD Waterhouse Canada Inc. |
13F
|
Company |
0.01%
|
1,000
|
$9,880 | — | 31 Dec 2024 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
0%
|
272
|
$2,683 | — | 31 Dec 2024 | |
| Marshall & Sterling Wealth Advisors Inc. |
13F
|
Company |
0%
|
108
|
$1,063 | — | 31 Dec 2024 |
Institutional Holders of Principal Real Estate Income Fund - Common Stock (PGZ) as of Q1 2025
As of 31 Mar 2025,
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
1,826,980 shares.
The largest 10 holders included
Saba Capital Management, L.P., MORGAN STANLEY, Bulldog Investors, LLP, RIVERBRIDGE PARTNERS LLC, J.W. COLE ADVISORS, INC., OSAIC HOLDINGS, INC., ROBINSON CAPITAL MANAGEMENT, LLC, NWF Advisory Services Inc., FIRST TRUST ADVISORS LP, and UBS Group AG.
This page lists
28
institutional shareholders reporting positions in this security
for the Q1 2025 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q1 2025 vs Q4 2024 Across Filers
Q4 2024 holders
28
Q1 2025 holders
28
Holder diff
0
| Investor | Q4 2024 Shares | Q1 2025 Shares | Share Diff | Share Chg % | Q4 2024 Value $ | Q1 2025 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* 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.
An asterisk sign (*) next to the price indicates that the price is likely invalid.