PGZPRINCIPAL REAL ESTATE INCOME
CUSIP 74255X104 · Yahoo Finance ↗ · Google Finance ↗
Principal Real Estate Income (PGZ) has 34 institutional holders in Filings Flow’s 13F database, together reporting 1.57M shares worth $15M as of Q1 2026. The largest reported holders are Morgan Stanley, Bulldog Investors, LLP, and Riverbridge Partners LLC.
Institutional Holders
34
Q1 2026
Reported Value
$15M
Ticker
PGZ
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Bulldog Investors, LLP$445M AUM | 0.46% | $2M | 189.7K | Q3 2025OLDER |
| Shaker Financial Services, LLC$287M AUM | 0.14% | $409,636 | 42.6K | Q1 2026OLDER |
| ROBINSON CAPITAL MANAGEMENT, LLC$239M AUM | 0.11% | $263,489 | 26.1K | Q1 2026OLDER |
| NWF Advisory Services Inc.$886M AUM | 0.05% | $463,202 | 48.2K | Q1 2026OLDER |
| RIVERBRIDGE PARTNERS LLC$4.1B AUM | 0.05% | $2M | 202.3K | Q1 2026OLDER |
| Saba Capital Management, L.P.$3.6B AUM | 0.04% | $1M | 132.5K | Q3 2025OLDER |
| EVOLVE PRIVATE WEALTH, LLC$1.9B AUM | 0.04% | $681,224 | 70.9K | Q1 2026OLDER |
| Advisors Asset Management, Inc.$6.0B AUM | 0.03% | $2M | 174.0K | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.03% | $1M | 112.8K | Q4 2025OLDER |
| SeaCrest Wealth Management, LLC$903M AUM | 0.02% | $202,610 | 19.7K | Q2 2026 |
| Integrity Advisory Solutions, LLC$757M AUM | 0.01% | $108,833 | 11.3K | Q1 2026OLDER |
| Clear Creek Financial Management, LLC$1.3B AUM | 0.01% | $177,545 | 18.5K | Q1 2026OLDER |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.01% | $1M | 119.8K | Q1 2026OLDER |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$696M AUM | 0.01% | $58,611 | 6.1K | Q1 2026OLDER |
| UHLMANN PRICE SECURITIES, LLC$1.5B AUM | 0.01% | $114,610 | 11.9K | Q1 2026OLDER |
| Glass Jacobson Investment Advisors llc$290M AUM | 0.00% | $13,647 | 1.4K | Q1 2026OLDER |
| Investors Research Corp$523M AUM | 0.00% | $24,025 | 2.5K | Q1 2026OLDER |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.00% | $167,360 | 16.0K | Q3 2025OLDER |
| Thomas J. Herzfeld Advisors, Inc.$294M AUM | 0.00% | $8,716 | 907 | Q1 2026OLDER |
| RFG Advisory, LLC$5.4B AUM | 0.00% | $132,368 | 13.8K | Q1 2026OLDER |
| WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM | 0.00% | $174,652 | 18.2K | Q1 2026OLDER |
| HIGHLINE WEALTH PARTNERS LLC$392M AUM | 0.00% | $4,805 | 500 | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $481,891 | 50.1K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $124,451 | 12.9K | Q1 2026OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.00% | $119,359 | 12.4K | Q1 2026OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $179,880 | 18.0K | Q4 2025OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $5M | 460.3K | Q1 2026OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.00% | $348,294 | 36.2K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $200,105 | 20.8K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $139,340 | 14.5K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $582,428 | 60.6K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $5,987 | 623 | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $181,137 | 18.8K | Q1 2026OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $9,870 | 1.0K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $120,236 | 12.5K | Q2 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $113,123 | 11.3K | Q4 2025OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $18,431 | 1.9K | Q1 2026OLDER |
| Kozak & Associates, Inc.$576M AUM | 0.00% | $6 | 1 | Q3 2025OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $240 | 24 | Q4 2025OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $231 | 24 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.