PRINCIPAL REAL ESTATE INCOME (PGZ)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
32
Reporting holders
$18.1M
Reported value
0.0%
Held as options
-2
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | $5.0M | 489,242 | 0.00% | 35q | +10.4%+$474.3K |
| RIVERBRIDGE PARTNERS LLC | $2.1M | 204,139 | 0.06% | 17q | +0.9%+$19.3K |
| Advisors Asset Management, Inc. | $1.8M | 173,375 | 0.03% | 4q | HELD |
| GUGGENHEIM CAPITAL LLC | $1.3M | 128,189 | 0.01% | 3q | +7.0%+$86.8K |
| Lido Advisors, LLC | $1.2M | 116,120 | 0.00% | 2q | +834.9%+$1.1M |
| J.W. COLE ADVISORS, INC. | $1.2M | 115,141 | 0.02% | new | NEW |
| Closed-End Fund Advisors, Inc. | $852.3K | 82,825 | 0.83% | 3q | +1.3%+$11.2K |
| RAYMOND JAMES FINANCIAL INC | $768.1K | 74,647 | 0.00% | 7q | +23.2%+$144.5K |
| EVOLVE PRIVATE WEALTH, LLC | $676.5K | 65,743 | 0.04% | 3q | -7.3%-$52.9K |
| OSAIC HOLDINGS, INC. | $440.7K | 42,826 | 0.00% | 26q | -14.6%-$75.3K |
| NWF Advisory Services Inc. | $413.7K | 40,200 | 0.04% | 6q | -16.6%-$82.3K |
| FIRST TRUST ADVISORS LP | $381.0K | 37,025 | 0.00% | 31q | +2.2%+$8.0K |
| ROBINSON CAPITAL MANAGEMENT, LLC | $268.4K | 26,088 | 0.12% | 8q | HELD |
| WELLS FARGO & COMPANY/MN | $231.5K | 22,500 | 0.00% | 31q | -10.1%-$26.0K |
| Cetera Investment Advisers | $231.4K | 22,488 | 0.00% | 8q | +8.0%+$17.1K |
| LPL Financial LLC | $220.5K | 21,433 | 0.00% | 4q | +13.7%+$26.6K |
| SeaCrest Wealth Management, LLC | $202.6K | 19,690 | 0.02% | 13q | +6.1%+$11.7K |
| Clear Creek Financial Management, LLC | $190.1K | 18,475 | 0.01% | 6q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $149.2K | 14,500 | 0.00% | 4q | HELD |
| Private Advisor Group, LLC | $133.3K | 12,950 | 0.00% | 27q | HELD |
| Shaker Financial Services, LLC | $114.7K | 11,146 | 0.04% | 4q | -73.9%-$323.9K |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $62.8K | 6,099 | 0.01% | 11q | HELD |
| Investors Research Corp | $25.7K | 2,500 | 0.00% | 18q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $18.1K | 1,760 | 0.00% | new | NEW |
| UBS Group AG | $15.5K | 1,509 | 0.00% | 31q | -21.3%-$4.2K |
| KERR FINANCIAL PLANNING Corp | $14.9K | 1,451 | 0.02% | 4q | -48.9%-$14.3K |
| Glass Jacobson Investment Advisors llc | $14.6K | 1,420 | 0.00% | 14q | HELD |
| TD Waterhouse Canada Inc. | $10.3K | 1,000 | 0.00% | 8q | HELD |
| Thomas J. Herzfeld Advisors, Inc. | $9.3K | 908 | 0.00% | 3q | HELD |
| HIGHLINE WEALTH PARTNERS LLC | $5.1K | 500 | 0.00% | 4q | HELD |
| Integrated Wealth Concepts LLC | $2.2K | 217 | 0.00% | new | NEW |
| FIFTH THIRD BANCORP | $247 | 24 | 0.00% | 2q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 32 | $18.1M | 1,756,130 | 3 | 10 | 7 | 0.0% |
| Q1 2026 | 34 | $15.1M | 1,570,325 | 4 | 10 | 13 | 0.0% |
| Q4 2025 | 34 | $18.0M | 1,801,525 | 5 | 11 | 10 | 0.0% |
| Q3 2025 | 31 | $16.4M | 1,571,568 | 5 | 12 | 4 | 0.0% |
| Q2 2025 | 27 | $18.6M | 1,770,077 | 2 | 6 | 9 | 0.0% |
| Q1 2025 | 28 | $19.2M | 1,826,980 | 5 | 7 | 9 | 0.0% |
| Q4 2024 | 28 | $18.7M | 1,895,775 | 2 | 10 | 5 | 0.0% |
| Q3 2024 | 29 | $20.6M | 1,842,244 | 5 | 6 | 12 | 0.0% |
| Q2 2024 | 26 | $19.2M | 1,881,414 | 4 | 4 | 8 | 0.0% |
| Q1 2024 | 23 | $29.8M | 2,890,504 | 2 | 6 | 6 | 0.0% |
| Q4 2023 | 26 | $23.1M | 2,446,189 | 5 | 7 | 10 | 0.0% |
| Q3 2023 | 26 | $19.3M | 2,132,267 | 2 | 13 | 7 | 0.0% |
| Q2 2023 | 29 | $19.1M | 2,014,943 | 5 | 10 | 7 | 0.0% |
| Q1 2023 | 30 | $19.6M | 2,067,701 | 3 | 10 | 9 | 0.0% |
| Q4 2022 | 26 | $17.8M | 1,718,259 | 4 | 7 | 9 | 0.0% |
| Q3 2022 | 29 | $21.5M | 1,939,059 | 3 | 11 | 5 | 0.0% |
| Q2 2022 | 29 | $25.4M | 1,960,913 | 6 | 7 | 9 | 0.0% |
| Q1 2022 | 25 | $27.1M | 1,719,904 | 6 | 8 | 9 | 0.0% |
| Q4 2021 | 26 | $27.2M | 1,723,372 | 1 | 10 | 9 | 0.0% |
| Q3 2021 | 29 | $22.1M | 1,499,557 | 2 | 12 | 10 | 0.0% |
| Q2 2021 | 29 | $21.5M | 1,411,918 | 2 | 9 | 12 | 0.0% |
| Q1 2021 | 34 | $19.5M | 1,440,256 | 3 | 9 | 16 | 0.0% |
| Q4 2020 | 33 | $16.4M | 1,343,483 | 4 | 12 | 9 | 0.0% |
| Q3 2020 | 33 | $12.4M | 1,158,925 | 5 | 13 | 9 | 0.0% |
| Q2 2020 | 34 | $14.0M | 1,162,657 | 6 | 11 | 10 | 0.0% |
| Q1 2020 | 36 | $14.5M | 1,200,125 | 12 | 9 | 7 | 0.0% |
| Q4 2019 | 31 | $20.7M | 981,747 | 4 | 8 | 9 | 0.0% |
| Q3 2019 | 28 | $18.8M | 913,609 | 5 | 8 | 9 | 0.0% |
| Q2 2019 | 27 | $17.4M | 911,323 | 2 | 12 | 5 | 0.0% |
| Q1 2019 | 33 | $16.7M | 897,249 | 4 | 12 | 5 | 0.0% |
| Q4 2018 | 31 | $14.8M | 895,497 | 1 | 0 | 1 | 0.0% |