PGZ
Principal Real Estate Income Fund
1W: -0.3%
1M: -6.1%
3M: -10.8%
YTD: -7.5%
1Y: -10.7%
3Y: +33.0%
5Y: -2.5%
$9.12
+0.19 (+2.13%)
Weekly Expected Move ±1.7%
$9
$9
$9
$9
$9
Institutional Ownership — PGZ
37
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
18M
Total Invested
3
New Positions
13
Increased
11
Reduced
5
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (39 total)
Recent Activity
New Positions (3)
| Holder | Shares | Value |
|---|---|---|
| J.W. COLE ADVISORS, INC. | 115,141 | 1M |
| MERCER GLOBAL ADVISORS INC /ADV | 1,760 | 16K |
| Integrated Wealth Concepts LLC | 217 | 2K |
Sold Out (7)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| WOLVERINE ASSET MANAGEMENT LLC | 18,174 | 166K |
| Baird Financial Group, Inc. | 17,970 | 164K |
| RFG Advisory, LLC | 13,774 | 126K |
| UHLMANN PRICE SECURITIES, LLC | 11,926 | 109K |
| Integrity Advisory Solutions, LLC | 11,325 | 103K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 11,301 | 103K |
| Advisory Services Network, LLC | 623 | 6K |
Biggest Increases (13)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Lido Advisors, LLC | +103,700 | +834.9% | 116,120 |
| MORGAN STANLEY | +46,094 | +10.4% | 489,242 |
| RAYMOND JAMES FINANCIAL INC | +14,041 | +23.2% | 74,647 |
| WELLS FARGO & COMPANY/MN | +9,988 | +79.8% | 22,500 |
| GUGGENHEIM CAPITAL LLC | +8,437 | +7.0% | 128,189 |
| LPL Financial LLC | +2,584 | +13.7% | 21,433 |
| RIVERBRIDGE PARTNERS LLC | +1,871 | +0.9% | 204,139 |
| Cetera Investment Advisers | +1,665 | +8.0% | 22,488 |
| SeaCrest Wealth Management, LLC | +1,134 | +6.1% | 19,690 |
| Closed-End Fund Advisors, Inc. | +1,091 | +1.3% | 82,825 |
| FIRST TRUST ADVISORS LP | +782 | +2.2% | 37,025 |
| KERR FINANCIAL PLANNING Corp | +30 | +2.1% | 1,451 |
| Thomas J. Herzfeld Advisors, Inc. | +1 | +0.1% | 908 |
Biggest Decreases (6)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Shaker Financial Services, LLC | -31,480 | -73.9% | 11,146 |
| NWF Advisory Services Inc. | -8,000 | -16.6% | 40,200 |
| OSAIC HOLDINGS, INC. | -7,319 | -14.6% | 42,826 |
| EVOLVE PRIVATE WEALTH, LLC | -5,144 | -7.3% | 65,743 |
| Advisors Asset Management, Inc. | -624 | -0.4% | 173,375 |
| UBS Group AG | -409 | -21.3% | 1,509 |