Who Owns Principal Real Estate Income Fund Stock?
NYSE: PGZFinanceInvestment ManagersUSD
At close: Oct 9, 3:41 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 26.20%
- Held by insiders
- 0.00%
- Institutional holders
- 31
- Institutions 26.2%
- Insiders 0.0%
- Public and other 73.8%
Who owns Principal Real Estate Income Fund stock?
Institutional investors own about 26.2% of Principal Real Estate Income Fund's shares, spread across 31 institutions that file 13F reports. That level of institutional ownership is relatively low, leaving more of the stock with retail investors and insiders. Insiders, including executives, directors and large founding shareholders, hold 0.00% of PGZ.
The largest institutional holders are Morgan Stanley (7.31%), Riverbridge Partners LLC (3.05%) and Advisors Asset Management, Inc. (2.59%). Together, the top 10 institutions control 22.3% of shares outstanding. In their latest filings, 7 of the top 10 institutions increased their PGZ positions and 3 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of PGZ
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Morgan Stanley | 489.24K | 7.31% | +10.4% |
| Riverbridge Partners LLC | 204.14K | 3.05% | +0.9% |
| Advisors Asset Management, Inc. | 173.38K | 2.59% | -0.4% |
| Guggenheim Capital, LLC | 128.19K | 1.91% | +7.0% |
| Lido Advisors, LLC | 116.12K | 1.73% | +834.9% |
| J.W. Cole Advisors, Inc. | 115.14K | 1.72% | +100.0% |
| Closed-end Fund Advisors, Inc. | 82.83K | 1.24% | +1.3% |
| Raymond James Financial, Inc. | 74.65K | 1.12% | +23.2% |
| Evolve Private Wealth, LLC | 65.74K | 0.98% | -7.3% |
| Osaic Holdings Inc. | 42.83K | 0.64% | -14.6% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of PGZ
| Fund | Shares | % Held |
|---|---|---|
| INVESTMENT MANAGERS SERIES TRUST-Robinson Opportunistic Income Fund | 25.76K | 0.38% |
| Rydex Variable Trust-Multi-Hedge Strategies Fund | 3.34K | 0.05% |
| Rydex Series Funds-Guggenheim Multi-Hedge Strategies Fund | 1.19K | 0.02% |
Frequently asked questions
Who is the largest shareholder of Principal Real Estate Income Fund?
Morgan Stanley is the largest institutional shareholder of PGZ, owning 7.31% of shares outstanding (489.24K shares) as of its latest 13F filing.
What percentage of Principal Real Estate Income Fund is owned by institutions?
Institutions own about 26.2% of PGZ shares and 26.2% of the public float.
How much of Principal Real Estate Income Fund do insiders own?
Insiders, such as officers and directors, own about 0.00% of PGZ shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.