Principal Real Estate Income Fund - PGZ

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
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 No change 489,242 5,034 0.0% 0.0% 1 0 0.0% Q2 2026 Aug 13, 2026
RIVERBRIDGE PARTNERS LLC History No change 204,139 2,100 0.06% 0.06% 2 0 0.0% Q2 2026 Jul 13, 2026
Advisors Asset Management, Inc. History No change 173,375 1,784 0.03% 0.03% 3 0 0.0% Q2 2026 Aug 13, 2026
GUGGENHEIM CAPITAL LLC History No change 128,189 1,319 0.01% 0.01% 4 0 0.0% Q2 2026 Aug 12, 2026
Lido Advisors, LLC History No change 116,120 1,194 0.0% 0.0% 5 0 0.0% Q2 2026 Aug 07, 2026
J.W. COLE ADVISORS, INC. History No change 115,141 1,184 0.02% 0.02% 6 0 0.0% Q2 2026 Jul 21, 2026
Closed-End Fund Advisors, Inc. History No change 82,825 852 0.83% 0.83% 7 0 0.0% Q2 2026 Jul 27, 2026
RAYMOND JAMES FINANCIAL INC History No change 74,647 768 0.0% 0.0% 8 0 0.0% Q2 2026 Aug 14, 2026
EVOLVE PRIVATE WEALTH, LLC History No change 65,743 676 0.04% 0.04% 9 0 0.0% Q2 2026 Aug 12, 2026
OSAIC HOLDINGS, INC. History No change 42,826 440 0.0% 0.0% 10 0 0.0% Q2 2026 Aug 14, 2026
NWF Advisory Services Inc. History No change 40,200 413 0.04% 0.04% 11 0 0.0% Q2 2026 Jul 29, 2026
FIRST TRUST ADVISORS LP History No change 37,025 380 0.0% 0.0% 12 0 0.0% Q2 2026 Aug 11, 2026
ROBINSON CAPITAL MANAGEMENT, LLC History No change 26,088 268 0.12% 0.12% 13 0 0.0% Q2 2026 Aug 12, 2026
WELLS FARGO & COMPANY/MN History No change 22,500 231 0.0% 0.0% 14 0 0.0% Q2 2026 Aug 14, 2026
Cetera Investment Advisers History No change 22,488 231 0.0% 0.0% 15 0 0.0% Q2 2026 Aug 12, 2026
LPL Financial LLC History No change 21,433 220 0.0% 0.0% 16 0 0.0% Q2 2026 Aug 07, 2026
SeaCrest Wealth Management, LLC History No change 19,690 202 0.02% 0.02% 17 0 0.0% Q2 2026 Jul 09, 2026
Clear Creek Financial Management, LLC History No change 18,475 190 0.01% 0.01% 18 0 0.0% Q2 2026 Jul 27, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 14,500 149 0.0% 0.0% 19 0 0.0% Q2 2026 Jul 29, 2026
Private Advisor Group, LLC History No change 12,950 133 0.0% 0.0% 20 0 0.0% Q2 2026 Jul 27, 2026
Shaker Financial Services, LLC History No change 11,146 114 0.04% 0.04% 21 0 0.0% Q2 2026 Jul 15, 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC History No change 6,099 62 0.01% 0.01% 22 0 0.0% Q2 2026 Aug 05, 2026
Investors Research Corp History No change 2,500 22 0.0% 0.0% 23 0 0.0% Q3 2026 Oct 07, 2026
UBS Group AG History No change 1,509 15 0.0% 0.0% 24 0 0.0% Q2 2026 Aug 13, 2026
Glass Jacobson Investment Advisors llc History No change 1,420 14 0.0% 0.0% 25 0 0.0% Q2 2026 Jul 30, 2026
KERR FINANCIAL PLANNING Corp History No change 1,451 14 0.02% 0.02% 26 0 0.0% Q2 2026 Jul 02, 2026
TD Waterhouse Canada Inc. History No change 1,000 10 0.0% 0.0% 27 0 0.0% Q2 2026 Jul 27, 2026
Thomas J. Herzfeld Advisors, Inc. History No change 908 9 0.0% 0.0% 28 0 0.0% Q2 2026 Aug 10, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 500 5 0.0% 0.0% 29 0 0.0% Q2 2026 Jul 15, 2026
FIFTH THIRD BANCORP History No change 24 0 — — — 0 0.0% Q2 2026 Aug 05, 2026