Principal Real Estate Income Fund
PGZ· NYSE
PGZPrincipal Real Estate Income Fund
Who holds Principal Real Estate Income Fund, from the managers’ Form 13F reports for the quarter ended Jun 30, 2026.
Form 13F covers managers with $100 million or more. Positions are as of the quarter end and filed up to 45 days later; the latest quarter fills in as reports land.
| Manager | Shares | Change | Value | Of portfolio | Filed |
|---|---|---|---|---|---|
| Morgan Stanley | 489.2K | +10.4% | $5M | 0.1% | Aug 13, 2026 |
| Riverbridge Partners LLC | 204.1K | +0.9% | $2.1M | 0.1% | Jul 13, 2026 |
| Advisors Asset Management, Inc. | 173.4K | −0.4% | $1.8M | 0.1% | Aug 14, 2026 |
| Guggenheim Capital LLC | 128.2K | +7.0% | $1.3M | 0.1% | Aug 12, 2026 |
| Lido Advisors, LLC | 116.1K | +834.9% | $1.2M | 0.1% | Aug 7, 2026 |
| J.W. Cole Advisors, Inc. | 115.1K | New | $1.2M | 0.1% | Jul 21, 2026 |
| Closed-End Fund Advisors, Inc. | 82.8K | +1.3% | $852.3K | 0.8% | Jul 27, 2026 |
| Raymond James Financial Inc | 74.6K | +23.2% | $768.1K | 0.1% | Aug 14, 2026 |
| Evolve Private Wealth, LLC | 65.7K | −7.3% | $676.5K | 0.1% | Aug 12, 2026 |
| Osaic Holdings, Inc. | 42.8K | −14.6% | $440.7K | 0.1% | Aug 14, 2026 |
| NWF Advisory Services Inc. | 40.2K | −16.6% | $413.7K | 0.1% | Jul 29, 2026 |
| First Trust Advisors LP | 37K | +2.2% | $381K | 0.1% | Aug 11, 2026 |
| Robinson Capital Management, LLC | 26.1K | ±0% | $268.4K | 0.1% | Aug 12, 2026 |
| Wells Fargo & Company | 22.5K | +79.8% | $231.5K | 0% | Aug 14, 2026 |
| Cetera Investment Advisers | 22.5K | +8.0% | $231.4K | 0.1% | Aug 12, 2026 |
| LPL Financial LLC | 21.4K | +13.7% | $220.5K | 0% | Aug 7, 2026 |
| SeaCrest Wealth Management, LLC | 19.7K | +6.1% | $202.6K | 0.1% | Jul 9, 2026 |
| Clear Creek Financial Management, LLC | 18.5K | ±0% | $190.1K | 0.1% | Jul 28, 2026 |
| Commonwealth Equity Services, LLC | 14.5K | ±0% | $149.2K | 0.1% | Jul 29, 2026 |
| Private Advisor Group, LLC | 13K | ±0% | $133.3K | 0.1% | Jul 27, 2026 |
| Shaker Financial Services, LLC | 11.1K | −73.9% | $114.7K | 0.1% | Jul 15, 2026 |
| Blue Bell Private Wealth Management, LLC | 6.1K | ±0% | $62.8K | 0.1% | Aug 6, 2026 |
| Investors Research Corp | 2.5K | ±0% | $25.7K | 0.1% | Jul 10, 2026 |
| UBS Group AG | 1.5K | −21.3% | $15.5K | 0% | Aug 13, 2026 |
| KERR FINANCIAL PLANNING Corp | 1.5K | +2.1% | $14.9K | 0.1% | Jul 2, 2026 |
| Glass Jacobson Investment Advisors llc | 1.4K | ±0% | $14.6K | 0.1% | Jul 30, 2026 |
| TD Waterhouse Canada Inc. | 1K | ±0% | $10.3K | 0% | Jul 27, 2026 |
| Thomas J. Herzfeld Advisors, Inc. | 908 | +0.1% | $9.3K | 0.1% | Aug 10, 2026 |
| Highline Wealth Partners LLC | 500 | ±0% | $5.1K | 0.1% | Jul 15, 2026 |
| Fifth Third Bancorp | 24 | ±0% | $247 | 0% | Aug 5, 2026 |
