Who Owns PGZ?
PRINCIPAL REAL ESTATE INCOME FUND — Institutional Ownership & 13F Holdings
$10.07
-0.05 (-0.49%)
Market Cap
$69.8M
Shares Outstanding
6,694,109
Institutional Holders
26
Total Inst. Value
$18.6M
% of Float Held
—
QoQ Holder Change
+7
Institutional data as of Q1 2025
New Positions
4
Closed Positions
6
Increased
7
Decreased
9
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Saba Capital Management, L.P. | $4.5M | 424,224 |
| 2 | MORGAN STANLEY | $4.5M | 422,881 |
| 3 | Bulldog Investors, LLP | $3.9M | 369,396 |
| 4 | RIVERBRIDGE PARTNERS LLC | $1.4M | 136,058 |
| 5 | J.W. COLE ADVISORS, INC. | $1.0M | 95,292 |
| 6 | OSAIC HOLDINGS, INC. | $620K | 58,895 |
| 7 | ROBINSON CAPITAL MANAGEMENT, LLCNew | $484K | 46,008 |
| 8 | FIRST TRUST ADVISORS LP | $367K | 34,856 |
| 9 | UBS Group AG | $296K | 28,114 |
| 10 | RAYMOND JAMES FINANCIAL INC | $260K | 24,702 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Saba Capital Management, L.P. | +22K | $4.5M |
| RIVERBRIDGE PARTNERS LLC | +12K | $1.4M |
| J.W. COLE ADVISORS, INC. | +20K | $1.0M |
| ROBINSON CAPITAL MANAGEMENT, LLCNew | +46K | $484K |
| UBS Group AG | +13K | $296K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| WOLVERINE ASSET MANAGEMENT LLC | -49K | $81K |
| MORGAN STANLEY | -20K | $4.5M |
| RAYMOND JAMES FINANCIAL INC | -9K | $260K |
| SeaCrest Wealth Management, LLC | -4K | $206K |
| FIRST TRUST ADVISORS LP | -3K | $367K |
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Frequently Asked Questions
How many institutional investors hold PGZ?
As of Q1 2025, 26 institutional investors report holding PGZ (PRINCIPAL REAL ESTATE INCOME FUND) in their 13F filings.
Which hedge fund owns the most PGZ?
The largest institutional holder of PGZ is Saba Capital Management, L.P. with $4.5M in shares.
Are institutions buying or selling PGZ?
This quarter, 4 institutions opened new positions in PGZ and 6 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.