Q3 2025 13F Holders as of 30 Sep 2025
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Type / Class
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Equity / Common Stock
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Shares outstanding
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6.69M
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Number of holders
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33
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Total 13F shares, excl. options
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1.59M
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Shares change
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-185K
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Total reported value, excl. options
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$16.6M
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Value change
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-$1.93M
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Number of buys
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21
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Number of sells
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-6
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Price
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$10.46
Significant Holders of Principal Real Estate Income Fund - Common Stock (PGZ) as of Q3 2025
35 filings reported holding PGZ - Principal Real Estate Income Fund - Common Stock as of Q3 2025.
Principal Real Estate Income Fund - Common Stock (PGZ) has 33 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1.59M shares
of 6.69M outstanding shares and own 23.71% of the company stock.
Largest 10 shareholders include MORGAN STANLEY (418K shares), Bulldog Investors, LLP (190K shares), Advisors Asset Management, Inc. (151K shares), RIVERBRIDGE PARTNERS LLC (145K shares), Saba Capital Management, L.P. (132K shares), J.W. COLE ADVISORS, INC. (112K shares), OSAIC HOLDINGS, INC. (59.8K shares), RAYMOND JAMES FINANCIAL INC (49.1K shares), NWF Advisory Services Inc. (48K shares), and ROBINSON CAPITAL MANAGEMENT, LLC (46.1K shares).
This table shows the top 33 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.