Skip to main content

Principal Real Estate Income Fund hedge fund holdings

PGZNYSE
$8.87-0.25 (-2.74% today)

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

PGZ · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 6, 2025 to Oct 5, 2026. Price (-15.2%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 202548$468K$1.06M26Aug 14, 2025
Q3 2025136$1.04M$4.56M32Nov 14, 2025
Q4 20251212$2.45M$3.6M33Feb 14, 2026
Q1 2026911$1.39M$2.05M33May 15, 2026
Q2 2026910$1.97M$1.12M29Aug 14, 2026

Quarterly action breakdown

Q2 2026
29 filers
New position
1
$2.23K+217 sh
Increased
8
$1.97M+191K sh
Reduced
5
-$545K-53K sh
Out / sold
5
-$574K-55.8K sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
Lido Advisors, LLCAdded 834.94%+$1.07M$1.19M0.00%Aug 7, 2026
Shaker Financial Services, LLCReduce 73.85%-$324K$115K0.04%Jul 15, 2026
RFG Advisory, LLCSell 100%-$132K$00.00%Jul 15, 2026
Uhlmann Price Securities, LLCSell 100%-$115K$00.00%Jul 24, 2026
Integrity Advisory Solutions, LLCSell 100%-$109K$00.00%Jul 31, 2026
Guggenheim Capital LLCAdded 7.05%+$86.8K$1.32M0.01%Aug 12, 2026
Evolve Private Wealth, LLCReduce 7.26%-$52.9K$676K0.04%Aug 12, 2026
Riverbridge Partners LLCAdded 0.93%+$19.3K$2.1M0.06%Jul 13, 2026
SeaCrest Wealth Management, LLCAdded 6.11%+$11.7K$203K0.02%Jul 9, 2026
Closed-End Fund Advisors, Inc.Added 1.33%+$11.2K$852K0.83%Jul 27, 2026
First Trust Advisors LPAdded 2.16%+$8.05K$381K0.00%Aug 11, 2026
Thomas J. Herzfeld Advisors, Inc.Added 0.11%+$10$9.34K0.00%Aug 10, 2026

Not investment advice. We make every effort to keep the information on SpoorBase accurate, but errors may occur. SpoorBase does not guarantee the accuracy or completeness of any data, and any use of the information is at the user’s sole responsibility. Valuation multiples are calculated by SpoorBase and may contain errors. See Disclosures. © 2026 SpoorBase. All rights reserved.