PGZ

PRINCIPAL REAL ESTATE INCOME FUND
$9.96-0.01 (-0.10%)TechnologyNYSE

Institutional Holders

37

as of Q4 2025

Total Shares Held

4.602621872041128e+155B

Total Value

$4.000187311291001e+62T

% of Float

—

Price History

$9.70$10.08$10.46$10.84$11.22Aug 24Jun 25Mar 26

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1MORGAN STANLEY460,262$4.0M0.00%Share
2RIVERBRIDGE PARTNERS LLC187,204$1.9M0.04%Share
3J.W. COLE ADVISORS, INC.112,801$1.1M0.03%Share
4Advisors Asset Management, Inc.175,038$1.0M0.02%Share
5Closed-End Fund Advisors, Inc.82,598$826K0.49%Share
6ROBINSON CAPITAL MANAGEMENT, LLC51,088$511K0.21%Share
7Shaker Financial Services, LLC50,826$508K0.16%Share
8NWF Advisory Services Inc.45,700$457K0.05%Share
9WOLVERINE ASSET MANAGEMENT LLC29,738$297K0.00%Share
10SeaCrest Wealth Management, LLC19,297$194K0.02%Share
11Clear Creek Financial Management, LLC17,825$178K0.01%Share
12RFG Advisory, LLC16,074$160K0.00%Share
13UHLMANN PRICE SECURITIES, LLC13,372$133K0.08%Share
14BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC5,847$58K0.01%Share
15Investors Research Corp2,500$25K0.00%Share
16UBS Group AG2,334$23K0.00%Share
17Glass Jacobson Investment Advisors llc1,420$14K0.01%Share
18KERR FINANCIAL PLANNING Corp1,391$14K0.02%Share
19Thomas J. Herzfeld Advisors, Inc.992$9K0.00%Share
20TD Waterhouse Canada Inc.1,000$9K0.00%Share
21HIGHLINE WEALTH PARTNERS LLC500$5K0.00%Share
22RAYMOND JAMES FINANCIAL INC51,486$00.00%Share
23Cetera Investment Advisers23,202$00.00%Share
24OSAIC HOLDINGS, INC.500$00.00%Share
25OSAIC HOLDINGS, INC.49,917$00.00%Share
26COMMONWEALTH EQUITY SERVICES, LLC14,500$00.00%Share
27UBS Group AG58$00.00%Share
28FIRST TRUST ADVISORS LP33,721$00.00%Share
29GUGGENHEIM CAPITAL LLC419$00.00%Share
30GUGGENHEIM CAPITAL LLC41,691$00.00%Share
31SUSQUEHANNA INTERNATIONAL GROUP, LLP11,301$00.00%Share
32EVOLVE PRIVATE WEALTH, LLC70,891$00.00%Share
33COMERICA BANK24$00.00%Share
34WELLS FARGO & COMPANY/MN1$00.00%Share
35LPL Financial LLC18,883$00.00%Share
36Baird Financial Group, Inc.17,970$00.00%Share
37Private Advisor Group, LLC12,725$00.00%Share