Who owns Principal Real Estate Income Fund?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of PGZ from SEC Form 13F filings across 32 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 32 institutions disclosed 1.8M shares of Principal Real Estate Income Fund worth $18.1M — about 26.2% of shares outstanding; the largest disclosed holder is MORGAN STANLEY. Source: SEC Form 13F filings, parsed by EvidInvest.
32
13F holders
$18.1M
value, 2026 filers
26.2%
of shares outstanding (1.8M sh)
3
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of PGZ's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 489,242 | $5.0M | 0.0% | 7.3% | +10.4% |
| 2 | RIVERBRIDGE PARTNERS LLC | 204,139 | $2.1M | 0.1% | 3% | +0.9% |
| 3 | Advisors Asset Management, Inc. | 173,375 | $1.8M | 0.0% | 2.6% | -0.4% |
| 4 | GUGGENHEIM CAPITAL LLC | 128,189 | $1.3M | 0.0% | 1.9% | +7.0% |
| 5 | Lido Advisors, LLC | 116,120 | $1.2M | 0.0% | 1.7% | +834.9% |
| 6 | J.W. COLE ADVISORS, INC.NEW | 115,141 | $1.2M | 0.0% | 1.7% | new |
| 7 | Closed-End Fund Advisors, Inc. | 82,825 | $852,270 | 0.8% | 1.2% | +1.3% |
| 8 | RAYMOND JAMES FINANCIAL INC | 74,647 | $768,114 | 0.0% | 1.1% | +23.2% |
| 9 | EVOLVE PRIVATE WEALTH, LLC | 65,743 | $676,495 | 0.0% | 1% | -7.3% |
| 10 | OSAIC HOLDINGS, INC. | 42,826 | $440,683 | 0.0% | 0.6% | -14.6% |
| 11 | NWF Advisory Services Inc. | 40,200 | $413,658 | 0.0% | 0.6% | -16.6% |
| 12 | FIRST TRUST ADVISORS LP | 37,025 | $380,986 | 0.0% | 0.6% | +2.2% |
| 13 | ROBINSON CAPITAL MANAGEMENT, LLC | 26,088 | $268,446 | 0.1% | 0.4% | 0.0% |
| 14 | WELLS FARGO & COMPANY/MN | 22,500 | $231,529 | 0.0% | 0.3% | +79.8% |
| 15 | Cetera Investment Advisers | 22,488 | $231,401 | 0.0% | 0.3% | +8.0% |
| 16 | LPL Financial LLC | 21,433 | $220,548 | 0.0% | 0.3% | +13.7% |
| 17 | SeaCrest Wealth Management, LLC | 19,690 | $202,610 | 0.0% | 0.3% | +6.1% |
| 18 | Clear Creek Financial Management, LLC | 18,475 | $190,108 | 0.0% | 0.3% | 0.0% |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | 14,500 | $149,200 | 0.0% | 0.2% | 0.0% |
| 20 | Private Advisor Group, LLC | 12,950 | $133,257 | 0.0% | 0.2% | 0.0% |
| 21 | Shaker Financial Services, LLC | 11,146 | $114,693 | 0.0% | 0.2% | -73.9% |
| 22 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 6,099 | $62,759 | 0.0% | 0.1% | 0.0% |
| 23 | Investors Research Corp | 2,500 | $25,725 | 0.0% | 0% | 0.0% |
| 24 | MERCER GLOBAL ADVISORS INC /ADVNEW | 1,760 | $18,110 | 0.0% | 0% | new |
| 25 | UBS Group AG | 1,509 | $15,528 | 0.0% | 0% | -21.3% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.