DaveManuel.com · Institutional Ownership · Who Owns It
PRINCIPAL REAL ESTATE INCOME (PGZ)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
30
Reporting holders
$18.1M
Reported value
0.0%
Calls
0.0%
Puts
-4
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
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 | +79.8%+$102.8K |
| 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 |
| 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 | +2.1% |
| 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 |
| 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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 9 | $1.6M | 177,646 | 0 | 1 | 2 | 0.0% |
| Q2 2026 | 30 | $18.1M | 1,754,153 | 1 | 12 | 5 | 0.0% |
| Q1 2026 | 34 | $15.0M | 1,556,392 | 4 | 10 | 13 | 0.0% |
| Q4 2025 | 34 | $16.3M | 1,625,096 | 5 | 11 | 10 | 0.0% |
| Q3 2025 | 33 | $16.6M | 1,586,469 | 7 | 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 | 24 | $30.4M | 2,948,425 | 2 | 6 | 7 | 0.0% |
| Q4 2023 | 27 | $23.8M | 2,510,986 | 6 | 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 | 31 | $19.7M | 2,080,234 | 4 | 10 | 9 | 0.0% |
| Q4 2022 | 28 | $19.3M | 1,859,240 | 4 | 8 | 9 | 0.0% |
| Q3 2022 | 29 | $27.0M | 2,438,559 | 3 | 11 | 5 | 0.0% |
| Q2 2022 | 29 | $31.8M | 2,460,413 | 6 | 7 | 9 | 0.0% |
| Q1 2022 | 25 | $34.9M | 2,219,404 | 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 | 34 | $12.5M | 1,170,925 | 5 | 13 | 10 | 0.0% |
| Q2 2020 | 35 | $14.2M | 1,180,717 | 6 | 12 | 10 | 0.0% |
| Q1 2020 | 37 | $14.7M | 1,211,246 | 12 | 9 | 7 | 0.0% |
| Q4 2019 | 31 | $20.7M | 981,747 | 4 | 9 | 8 | 0.0% |
| Q3 2019 | 28 | $18.7M | 909,518 | 5 | 8 | 9 | 0.0% |
| Q2 2019 | 27 | $17.3M | 909,212 | 2 | 12 | 5 | 0.0% |
| Q1 2019 | 33 | $16.7M | 896,017 | 4 | 12 | 5 | 0.0% |
| Q4 2018 | 31 | $14.8M | 894,711 | 1 | 0 | 1 | 0.0% |