Principal Real Estate Income Fund - Common Stock (PGZ)
CUSIP: 74255X104
Q2 2025 13F Holders as of 30 Jun 2025
- Type / Class
- Equity / Common Stock
- Shares outstanding
- 6,691,988
- Total 13F shares
- 1,770,077
- Share change
- -55,903
- Total reported value
- $18,621,113
- Price per share
- $10.52
- Number of holders
- 26
- Value change
- -$588,255
- Number of buys
- 12
- Number of sells
- 12
Quarterly Holders Quick Answers
What is CUSIP 74255X104?
CUSIP 74255X104 identifies PGZ - Principal Real Estate Income Fund - Common Stock in SEC institutional holdings data.
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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 |
|---|---|---|---|---|---|---|---|---|
| Saba Capital Management, L.P. |
13F
|
Company |
6.3%
|
424,224
|
$4,467,079 | — | 31 Mar 2025 | |
| MORGAN STANLEY |
13F
|
Company |
6.3%
|
422,881
|
$4,452,938 | — | 31 Mar 2025 | |
| Bulldog Investors, LLP |
13F
|
Company |
5.5%
|
369,396
|
$3,889,740 | — | 31 Mar 2025 | |
| RIVERBRIDGE PARTNERS LLC |
13F
|
Company |
2%
|
136,058
|
$1,432,692 | — | 31 Mar 2025 | |
| J.W. COLE ADVISORS, INC. |
13F
|
Company |
1.4%
|
95,292
|
$1,003,425 | — | 31 Mar 2025 | |
| OSAIC HOLDINGS, INC. |
13F
|
Company |
0.88%
|
58,895
|
$620,161 | — | 31 Mar 2025 | |
| ROBINSON CAPITAL MANAGEMENT, LLC |
13F
|
Company |
0.69%
|
46,008
|
$484,464 | — | 31 Mar 2025 | |
| NWF Advisory Services Inc. |
13F
|
Company |
0.66%
|
44,500
|
$468,585 | — | 31 Mar 2025 | |
| FIRST TRUST ADVISORS LP |
13F
|
Company |
0.52%
|
34,856
|
$367,033 | — | 31 Mar 2025 | |
| UBS Group AG |
13F
|
Company |
0.42%
|
28,114
|
$296,040 | — | 31 Mar 2025 | |
| RAYMOND JAMES FINANCIAL INC |
13F
|
Company |
0.37%
|
24,702
|
$260,111 | — | 31 Mar 2025 | |
| Cetera Investment Advisers |
13F
|
Company |
0.35%
|
23,102
|
$243,263 | — | 31 Mar 2025 | |
| SeaCrest Wealth Management, LLC |
13F
|
Company |
0.29%
|
19,606
|
$206,451 | — | 31 Mar 2025 | |
| Clear Creek Financial Management, LLC |
13F
|
Company |
0.25%
|
16,875
|
$177,694 | — | 31 Mar 2025 | |
| GREAT VALLEY ADVISOR GROUP, INC. |
13F
|
Company |
0.24%
|
16,000
|
$168,480 | — | 31 Mar 2025 | |
| RFG Advisory, LLC |
13F
|
Company |
0.23%
|
15,474
|
$162,941 | — | 31 Mar 2025 | |
| Private Advisor Group, LLC |
13F
|
Company |
0.23%
|
15,240
|
$160,479 | — | 31 Mar 2025 | |
| UHLMANN PRICE SECURITIES, LLC |
13F
|
Company |
0.21%
|
13,827
|
$145,590 | — | 31 Mar 2025 | |
| WOLVERINE ASSET MANAGEMENT LLC |
13F
|
Company |
0.11%
|
7,649
|
$80,543 | — | 31 Mar 2025 | |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
13F
|
Company |
0.09%
|
6,044
|
$63,643 | — | 31 Mar 2025 | |
| 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
|
$26,325 | — | 31 Mar 2025 | |
| Glass Jacobson Investment Advisors llc |
13F
|
Company |
0.02%
|
1,415
|
$13,981 | — | 31 Mar 2025 | |
| CoreCap Advisors, LLC |
13F
|
Company |
0.02%
|
1,200
|
$12,636 | — | 31 Mar 2025 | |
| S.A. Mason LLC |
13F
|
Company |
0.02%
|
1,010
|
$10,636 | — | 31 Mar 2025 | |
| TD Waterhouse Canada Inc. |
13F
|
Company |
0.01%
|
1,000
|
$10,540 | — | 31 Mar 2025 | |
| Noble Wealth Management PBC |
13F
|
Company |
0.01%
|
1,000
|
$10,530 | — | 31 Mar 2025 | |
| Marshall & Sterling Wealth Advisors Inc. |
13F
|
Company |
0%
|
111
|
$1,167 | — | 31 Mar 2025 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
0%
|
1
|
$14 | — | 31 Mar 2025 |
Institutional Holders of Principal Real Estate Income Fund - Common Stock (PGZ) as of Q2 2025
As of 30 Jun 2025,
Principal Real Estate Income Fund - Common Stock (PGZ) was held by
26 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,770,077 shares.
The largest 10 holders included
MORGAN STANLEY, Bulldog Investors, LLP, Saba Capital Management, L.P., RIVERBRIDGE PARTNERS LLC, J.W. COLE ADVISORS, INC., OSAIC HOLDINGS, INC., ROBINSON CAPITAL MANAGEMENT, LLC, NWF Advisory Services Inc., RAYMOND JAMES FINANCIAL INC, and FIRST TRUST ADVISORS LP.
This page lists
26
institutional shareholders reporting positions in this security
for the Q2 2025 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q2 2025 vs Q1 2025 Across Filers
Q1 2025 holders
28
Q2 2025 holders
26
Holder diff
-2
| Investor | Q1 2025 Shares | Q2 2025 Shares | Share Diff | Share Chg % | Q1 2025 Value $ | Q2 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.