DENVER, CO
PRINCIPAL REAL ESTATE INCOME FUNDPGZ— Latest position per institution from SEC 13F filings
15
Institutional holders
2.41M
Total shares held
24.02M
Estimated value
120.41K
Avg. position size
MORGAN STANLEY
CIK 895421
Shares
489.24K
Value
5.03M
Filed
Jun 30, 2026
RIVERBRIDGE PARTNERS LLC
CIK 1112325
Shares
204.14K
Value
2.10M
Filed
Jun 30, 2026
BULLDOG INVESTORS, LLP
CIK 1504304
Shares
189.74K
Value
1.98M
Filed
Sep 30, 2025
ADVISORS ASSET MANAGEMENT, INC.
CIK 1297376
Shares
173.38K
Value
1.78M
Filed
Jun 30, 2026
RELATIVE VALUE PARTNERS GROUP, LLC
CIK 1649910
Shares
140.86K
Value
1.39M
Filed
Mar 31, 2024
NORTHCOAST ASSET MANAGEMENT LLC
CIK 1665198
Shares
134.74K
Value
1.48M
Filed
Sep 30, 2024
SABA CAPITAL MANAGEMENT, L.P.
CIK 1510281
Shares
132.45K
Value
1.39M
Filed
Sep 30, 2025
GUGGENHEIM CAPITAL LLC
CIK 1283072
Shares
128.19K
Value
1.32M
Filed
Jun 30, 2026
LIDO ADVISORS, LLC
CIK 1650150
Shares
116.12K
Value
1.19M
Filed
Jun 30, 2026
J.W. COLE ADVISORS, INC.
CIK 1404763
Shares
115.14K
Value
1.18M
Filed
Jun 30, 2026
SHAKER FINANCIAL SERVICES, LLC
CIK 1511794
Shares
90.66K
Value
808.72K
Filed
Sep 30, 2026
CLOSED-END FUND ADVISORS, INC.
CIK 2103520
Shares
82.83K
Value
852.27K
Filed
Jun 30, 2026
RAYMOND JAMES FINANCIAL INC
CIK 720005
Shares
74.65K
Value
768.11K
Filed
Jun 30, 2026
EVOLVE PRIVATE WEALTH, LLC
CIK 2111131
Shares
65.74K
Value
676.50K
Filed
Jun 30, 2026
SIT INVESTMENT ASSOCIATES INC
CIK 769317
Shares
57.92K
Value
598.00
Filed
Mar 31, 2024
CLOUGH CAPITAL PARTNERS L P
CIK 1276144
Shares
52.03K
Value
469.82K
Filed
Sep 30, 2023
OSAIC HOLDINGS, INC.
CIK 1677044
Shares
42.83K
Value
440.68K
Filed
Jun 30, 2026
SANCTUARY ADVISORS, LLC
CIK 1777271
Shares
41.05K
Value
418.71K
Filed
Dec 31, 2024
NWF ADVISORY SERVICES INC.
CIK 2045735
Shares
39.50K
Value
352.34K
Filed
Sep 30, 2026
FIRST TRUST ADVISORS LP
CIK 1125816
Shares
37.02K
Value
380.99K
Filed
Jun 30, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 895421 | 489.24K | 5.03M | Jun 30, 2026 |
| 2 | RIVERBRIDGE PARTNERS LLC | 1112325 | 204.14K | 2.10M | Jun 30, 2026 |
| 3 | BULLDOG INVESTORS, LLP | 1504304 | 189.74K | 1.98M | Sep 30, 2025 |
| 4 | ADVISORS ASSET MANAGEMENT, INC. | 1297376 | 173.38K | 1.78M | Jun 30, 2026 |
| 5 | RELATIVE VALUE PARTNERS GROUP, LLC | 1649910 | 140.86K | 1.39M | Mar 31, 2024 |
| 6 | NORTHCOAST ASSET MANAGEMENT LLC | 1665198 | 134.74K | 1.48M | Sep 30, 2024 |
| 7 | SABA CAPITAL MANAGEMENT, L.P. | 1510281 | 132.45K | 1.39M | Sep 30, 2025 |
| 8 | GUGGENHEIM CAPITAL LLC | 1283072 | 128.19K | 1.32M | Jun 30, 2026 |
| 9 | LIDO ADVISORS, LLC | 1650150 | 116.12K | 1.19M | Jun 30, 2026 |
| 10 | J.W. COLE ADVISORS, INC. | 1404763 | 115.14K | 1.18M | Jun 30, 2026 |
| 11 | SHAKER FINANCIAL SERVICES, LLC | 1511794 | 90.66K | 808.72K | Sep 30, 2026 |
| 12 | CLOSED-END FUND ADVISORS, INC. | 2103520 | 82.83K | 852.27K | Jun 30, 2026 |
| 13 | RAYMOND JAMES FINANCIAL INC | 720005 | 74.65K | 768.11K | Jun 30, 2026 |
| 14 | EVOLVE PRIVATE WEALTH, LLC | 2111131 | 65.74K | 676.50K | Jun 30, 2026 |
| 15 | SIT INVESTMENT ASSOCIATES INC | 769317 | 57.92K | 598.00 | Mar 31, 2024 |
| 16 | CLOUGH CAPITAL PARTNERS L P | 1276144 | 52.03K | 469.82K | Sep 30, 2023 |
| 17 | OSAIC HOLDINGS, INC. | 1677044 | 42.83K | 440.68K | Jun 30, 2026 |
| 18 | SANCTUARY ADVISORS, LLC | 1777271 | 41.05K | 418.71K | Dec 31, 2024 |
| 19 | NWF ADVISORY SERVICES INC. | 2045735 | 39.50K | 352.34K | Sep 30, 2026 |
| 20 | FIRST TRUST ADVISORS LP | 1125816 | 37.02K | 380.99K | Jun 30, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.