Security key
74255X104
Principal Real Estate Income Fund - Common Stock (PGZ)
CUSIP: 74255X104
Q3 2025 13F Holders as of 30 Sep 2025
- Type / Class
- Equity / Common Stock
- Shares outstanding
- 6,691,988
- Total 13F shares
- 1,586,468
- Share change
- -185,958
- Total reported value
- $16,596,006
- Price per share
- $10.46
- Number of holders
- 33
- Value change
- -$1,940,744
- Number of buys
- 21
- Number of sells
- 7
Report period
Q3 2025
Institutions
33
Top holders
10
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%
|
401,185
|
$4,220,466 | — | 30 Jun 2025 | |
| Bulldog Investors, LLP |
13F
13D/G
|
Company · Phillip Goldstein |
5%
from 13D/G
|
370,896
|
$3,901,826 | — | 30 Jun 2025 | |
| Saba Capital Management, L.P. |
13F
13D/G
|
Company |
4.8%
from 13D/G
|
361,704
|
$3,805,126 | — | 30 Jun 2025 | |
| RIVERBRIDGE PARTNERS LLC |
13F
|
Company |
2.1%
|
141,372
|
$1,487,234 | — | 30 Jun 2025 | |
| J.W. COLE ADVISORS, INC. |
13F
|
Company |
1.5%
|
98,453
|
$1,035,725 | — | 30 Jun 2025 | |
| OSAIC HOLDINGS, INC. |
13F
|
Company |
0.85%
|
56,593
|
$595,362 | — | 30 Jun 2025 | |
| ROBINSON CAPITAL MANAGEMENT, LLC |
13F
|
Company |
0.69%
|
46,088
|
$484,846 | — | 30 Jun 2025 | |
| NWF Advisory Services Inc. |
13F
|
Company |
0.66%
|
44,500
|
$468,140 | — | 30 Jun 2025 | |
| RAYMOND JAMES FINANCIAL INC |
13F
|
Company |
0.65%
|
43,797
|
$460,749 | — | 30 Jun 2025 | |
| FIRST TRUST ADVISORS LP |
13F
|
Company |
0.52%
|
34,710
|
$365,148 | — | 30 Jun 2025 | |
| UBS Group AG |
13F
|
Company |
0.39%
|
26,069
|
$274,246 | — | 30 Jun 2025 | |
| Cetera Investment Advisers |
13F
|
Company |
0.35%
|
23,156
|
$243,605 | — | 30 Jun 2025 | |
| SeaCrest Wealth Management, LLC |
13F
|
Company |
0.29%
|
19,131
|
$201,258 | — | 30 Jun 2025 | |
| RFG Advisory, LLC |
13F
|
Company |
0.27%
|
18,074
|
$190,138 | — | 30 Jun 2025 | |
| Clear Creek Financial Management, LLC |
13F
|
Company |
0.25%
|
16,875
|
$177,525 | — | 30 Jun 2025 | |
| GREAT VALLEY ADVISOR GROUP, INC. |
13F
|
Company |
0.24%
|
16,000
|
$168,320 | — | 30 Jun 2025 | |
| Private Advisor Group, LLC |
13F
|
Company |
0.21%
|
14,225
|
$149,647 | — | 30 Jun 2025 | |
| UHLMANN PRICE SECURITIES, LLC |
13F
|
Company |
0.19%
|
12,601
|
$132,552 | — | 30 Jun 2025 | |
| Baird Financial Group, Inc. |
13F
|
Company |
0.17%
|
11,699
|
$123,073 | — | 30 Jun 2025 | |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
13F
|
Company |
0.09%
|
5,897
|
$62,036 | — | 30 Jun 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
|
$26,300 | — | 30 Jun 2025 | |
| Glass Jacobson Investment Advisors llc |
13F
|
Company |
0.02%
|
1,420
|
$14,939 | — | 30 Jun 2025 | |
| S.A. Mason LLC |
13F
|
Company |
0.02%
|
1,041
|
$10,951 | — | 30 Jun 2025 | |
| TD Waterhouse Canada Inc. |
13F
|
Company |
0.01%
|
1,000
|
$10,500 | — | 30 Jun 2025 | |
| Kozak & Associates, Inc. |
13F
|
Company |
0.01%
|
976
|
$10,199 | — | 30 Jun 2025 | |
| Marshall & Sterling Wealth Advisors Inc. |
13F
|
Company |
0%
|
115
|
$1,202 | — | 30 Jun 2025 |
Institutional Holders of Principal Real Estate Income Fund - Common Stock (PGZ) as of Q3 2025
As of 30 Sep 2025,
Principal Real Estate Income Fund - Common Stock (PGZ) was held by
33 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,586,468 shares.
The largest 10 holders included
MORGAN STANLEY, Bulldog Investors, LLP, Advisors Asset Management, Inc., RIVERBRIDGE PARTNERS LLC, Saba Capital Management, L.P., J.W. COLE ADVISORS, INC., OSAIC HOLDINGS, INC., RAYMOND JAMES FINANCIAL INC, NWF Advisory Services Inc., and ROBINSON CAPITAL MANAGEMENT, LLC.
This page lists
33
institutional shareholders reporting positions in this security
for the Q3 2025 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q3 2025 vs Q2 2025 Across Filers
Q2 2025 holders
26
Q3 2025 holders
33
Holder diff
7
| Investor | Q2 2025 Shares | Q3 2025 Shares | Share Diff | Share Chg % | Q2 2025 Value $ | Q3 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.