Principal Real Estate Income Fund - PGZ
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 460,262 | 4,607 | 0.0% | 0.0% | 1 | +42,378 | 10.14% | Q4 2025 | Feb 13, 2026 |
| RIVERBRIDGE PARTNERS LLC | History | Added to | 187,204 | 1,873 | 0.04% | 0.03% | 2 | +42,232 | 29.13% | Q4 2025 | Jan 13, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 175,038 | 1,752 | 0.03% | 0.03% | 3 | +23,664 | 15.63% | Q4 2025 | Feb 12, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 112,801 | 1,129 | 0.03% | 0.02% | 4 | +671 | 0.6% | Q4 2025 | Feb 11, 2026 |
| Closed-End Fund Advisors, Inc. | History | New | 82,598 | 826 | 0.49% | — | 5 | +82,598 | New | Q4 2025 | Feb 11, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 70,891 | 709 | 0.04% | — | 6 | +70,891 | New | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 51,486 | 515 | 0.0% | 0.0% | 7 | +2,424 | 4.94% | Q4 2025 | Feb 18, 2026 |
| ROBINSON CAPITAL MANAGEMENT, LLC | History | Added to | 51,088 | 511 | 0.21% | 0.26% | 8 | +5,000 | 10.85% | Q4 2025 | Feb 13, 2026 |
| Shaker Financial Services, LLC | History | Added to | 50,826 | 508 | 0.16% | 0.05% | 9 | +37,197 | 272.93% | Q4 2025 | Jan 26, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 50,417 | 504 | 0.0% | 0.0% | 10 | -9,404 | -15.72% | Q4 2025 | Feb 17, 2026 |
| NWF Advisory Services Inc. | History | Reduced | 45,700 | 457 | 0.05% | 0.06% | 11 | -2,300 | -4.79% | Q4 2025 | Mar 03, 2026 |
| GUGGENHEIM CAPITAL LLC | History | New | 42,110 | 421 | 0.0% | — | 12 | +42,110 | New | Q4 2025 | Feb 17, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 33,721 | 337 | 0.0% | 0.0% | 13 | -2,107 | -5.88% | Q4 2025 | Feb 13, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | New | 29,738 | 297 | 0.0% | — | 14 | +29,738 | New | Q4 2025 | Feb 02, 2026 |
| Cetera Investment Advisers | History | Reduced | 23,202 | 232 | 0.0% | 0.0% | 15 | -9 | -0.04% | Q4 2025 | Feb 17, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 19,297 | 194 | 0.02% | 0.02% | 16 | -133 | -0.68% | Q4 2025 | Jan 12, 2026 |
| LPL Financial LLC | History | Added to | 18,883 | 189 | 0.0% | 0.0% | 17 | +5,125 | 37.25% | Q4 2025 | Feb 11, 2026 |
| Baird Financial Group, Inc. | History | Added to | 17,970 | 179 | 0.0% | 0.0% | 18 | +1,486 | 9.01% | Q4 2025 | Feb 13, 2026 |
| Clear Creek Financial Management, LLC | History | No change | 17,825 | 178 | 0.01% | 0.02% | 19 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| RFG Advisory, LLC | History | Reduced | 16,074 | 160 | 0.0% | 0.0% | 20 | -2,400 | -12.99% | Q4 2025 | Feb 03, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 14,500 | 145 | 0.0% | 0.0% | 21 | -305 | -2.06% | Q4 2025 | Feb 12, 2026 |
| UHLMANN PRICE SECURITIES, LLC | History | Added to | 13,372 | 133 | 0.08% | 0.08% | 22 | +401 | 3.09% | Q4 2025 | Jan 12, 2026 |
| Private Advisor Group, LLC | History | Reduced | 12,725 | 127 | 0.0% | 0.0% | 23 | -1,500 | -10.54% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 11,301 | 113 | 0.0% | — | 24 | +11,301 | New | Q4 2025 | Feb 17, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 5,847 | 58 | 0.01% | 0.01% | 25 | -50 | -0.85% | Q4 2025 | Feb 09, 2026 |
| Investors Research Corp | History | No change | 2,500 | 25 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| UBS Group AG | History | Reduced | 2,392 | 23 | 0.0% | 0.0% | 27 | -513 | -17.66% | Q4 2025 | Jan 29, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Added to | 1,391 | 14 | 0.02% | 0.02% | 29 | +42 | 3.11% | Q4 2025 | Feb 10, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 1,420 | 14 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Thomas J. Herzfeld Advisors, Inc. | History | New | 992 | 9 | 0.0% | — | 30 | +992 | New | Q4 2025 | Feb 13, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 1,000 | 9 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 500 | 5 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Bulldog Investors, LLP | History | Closed out | 0 | 0 | — | 0.46% | — | -189,736 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Saba Capital Management, L.P. | History | Closed out | 0 | 0 | — | 0.04% | — | -132,451 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -16,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CX Institutional | History | Closed out | 0 | 0 | — | 0.0% | — | -1,445 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,292 | -100.0% | Q3 2025 | Nov 18, 2025 |
| COMERICA BANK | History | New | 24 | 0 | — | — | — | +24 | New | Q4 2025 | Jan 29, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1 | 0 | — | — | — | -1 | -50.0% | Q4 2025 | Feb 13, 2026 |
| Kozak & Associates, Inc. | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 18, 2025 |