PGZ institutional holders

PRINCIPAL REAL ESTATE INCOME · 13F, 2026Q2

Managers holding31
Shares held1,754,370
Reported value$18.1m
Quarter flows2 new, 13 added, 6 trimmed, 5 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
MORGAN STANLEY489,242$5.0m0.0%
RIVERBRIDGE PARTNERS LLC204,139$2.1m0.1%
Advisors Asset Management, Inc.173,375$1.8m0.0%
GUGGENHEIM CAPITAL LLC128,189$1.3m0.0%
Lido Advisors, LLC116,120$1.2m0.0%
J.W. COLE ADVISORS, INC.115,141$1.2m0.0%
Closed-End Fund Advisors, Inc.82,825$852,2700.8%
RAYMOND JAMES FINANCIAL INC74,647$768,1140.0%
EVOLVE PRIVATE WEALTH, LLC65,743$676,4950.0%
OSAIC HOLDINGS, INC.42,826$440,6830.0%
NWF Advisory Services Inc.40,200$413,6580.0%
FIRST TRUST ADVISORS LP37,025$380,9860.0%
ROBINSON CAPITAL MANAGEMENT, LLC26,088$268,4460.1%
WELLS FARGO & COMPANY/MN22,500$231,5290.0%
Cetera Investment Advisers22,488$231,4010.0%
LPL Financial LLC21,433$220,5480.0%
SeaCrest Wealth Management, LLC19,690$202,6100.0%
Clear Creek Financial Management, LLC18,475$190,1080.0%
COMMONWEALTH EQUITY SERVICES, LLC14,500$149,2000.0%
Private Advisor Group, LLC12,950$133,2570.0%
Shaker Financial Services, LLC11,146$114,6930.0%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC6,099$62,7590.0%
Investors Research Corp2,500$25,7250.0%
UBS Group AG1,509$15,5280.0%
KERR FINANCIAL PLANNING Corp1,451$14,9310.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("PGZ"). PGZ price history · All 13F data

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