Who Owns PRINCIPAL REAL ESTATE INCOME FUND (PGZ)?Hedge Fund & Institutional Holders
Institutional Holders
37
as of Q4 2025
Total Institutional Value
$4.000187311291001e+62T
% of Float Held
—
QoQ Change in Holders
+13 / -5
Price History
PGZ — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| J.W. COLE ADVISORS, INC. | New Position | +113K | +$1.1M |
| Closed-End Fund Advisors, Inc. | New Position | +83K | +$826K |
| Shaker Financial Services, LLC | New Position | +51K | +$508K |
| WOLVERINE ASSET MANAGEMENT LLC | New Position | +30K | +$297K |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | New Position | +6K | +$58K |
| Glass Jacobson Investment Advisors llc | New Position | +1K | +$14K |
| Thomas J. Herzfeld Advisors, Inc. | New Position | +992 | +$9K |
| TD Waterhouse Canada Inc. | New Position | +1K | +$9K |
| GUGGENHEIM CAPITAL LLC | New Position | +42K | +$0 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New Position | +11K | +$0 |
| EVOLVE PRIVATE WEALTH, LLC | New Position | +71K | +$0 |
| COMMONWEALTH EQUITY SERVICES, LLC | New Position | +15K | +$0 |
| COMERICA BANK | New Position | +24 | +$0 |
| KERR FINANCIAL PLANNING Corp | Increased | +42 | +$-13.8M |
| UHLMANN PRICE SECURITIES, LLC | Increased | +401 | +$-135.6M |
PGZ — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| NWF Advisory Services Inc. | Decreased | -222K | -$2.6B |
| Bulldog Investors, LLP | Closed Position | -190K | -$2.0B |
| Saba Capital Management, L.P. | Closed Position | -132K | -$1.4B |
| OSAIC HOLDINGS, INC. | Decreased | -9K | -$628.7M |
| FIRST TRUST ADVISORS LP | Decreased | -2K | -$374.8M |
| Cetera Investment Advisers | Decreased | -9 | -$242.8M |
| SeaCrest Wealth Management, LLC | Decreased | -133 | -$201.9M |
| RFG Advisory, LLC | Decreased | -2K | -$193.1M |
| GREAT VALLEY ADVISOR GROUP, INC. | Closed Position | -16K | -$167.4M |
| Private Advisor Group, LLC | Decreased | -2K | -$148.8M |
| UBS Group AG | Decreased | -513 | -$30.4M |
| Advisory Services Network, LLC | Closed Position | -1K | -$13.5M |
| WELLS FARGO & COMPANY/MN | Decreased | -1 | -$16K |
| Kozak & Associates, Inc. | Closed Position | -1 | -$6K |
Top Institutional Holders(Q4 2025)
PGZ Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 34 | $11.4M | +8 |
| Q3 2025 | 26 | $17.2B | +2 |
| Q2 2025 | 24 | $14.2B | -2 |
| Q1 2025 | 26 | $18.6B | -2 |
| Q4 2024 | 28 | $2.0T | +4 |
| Q3 2024 | 24 | $12.9T | +0 |
| Q2 2024 | 24 | $12.9T | +5 |
| Q1 2024 | 19 | $12.8T | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 37 institutional investors hold PGZ (PRINCIPAL REAL ESTATE INCOME FUND). The largest holder is MORGAN STANLEY with $4.0M in shares. This quarter, 13 institutions opened new positions and 5 closed their positions.
Frequently Asked Questions
How many hedge funds own PGZ?
As of Q4 2025, 37 institutional investors report holding PGZ (PRINCIPAL REAL ESTATE INCOME FUND) in their 13F filings.
Who is the largest institutional holder of PGZ?
The largest institutional holder of PGZ is MORGAN STANLEY with $4.0M in shares.
Is institutional ownership of PGZ increasing or decreasing?
This quarter, 13 institutions opened new positions in PGZ and 5 closed their positions.