PGZ Principal Real Estate Income Fund: institutional ownership and insider trading
31 funds reported holding $18.6M of Principal Real Estate Income Fund in their latest 13F filings; in Q2 2026 funds net bought $2.03M, with 1 new positions and 5 funds selling out; over the last 12 months insiders bought $103K and sold $0 on the open market.
Largest institutional holders of PGZ
- MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) — $5.03M
- RIVERBRIDGE PARTNERS LLC — $2.10M
- Advisors Asset Management, Inc. — $1.78M
- GUGGENHEIM CAPITAL LLC — $1.32M
- Lido Advisors, LLC — $1.19M
- J.W. COLE ADVISORS, INC. — $1.18M
- Closed-End Fund Advisors, Inc. — $852K
- Shaker Financial Services, LLC — $809K
- RAYMOND JAMES FINANCIAL INC (RJF, RJF-PB) — $768K
- EVOLVE PRIVATE WEALTH, LLC — $676K
Recent PGZ insider trades
- Nov 10, 2025: Spahr Laton bought 10,000 shares ($103K)
Who owns the most PGZ stock?
The largest institutional holders of Principal Real Estate Income Fund in the latest 13F filings are MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) ($5.03M), RIVERBRIDGE PARTNERS LLC ($2.10M), Advisors Asset Management, Inc. ($1.78M).
Are insiders buying or selling PGZ?
Over the last 12 months insiders bought $103K and sold $0 of Principal Real Estate Income Fund stock on the open market (SEC Form 4).
Which ETFs hold PGZ?
2 ETFs and mutual funds hold it among their top 100 positions, including RBNAX, RYIMX.