Principal Real Estate Income Fund PGZ
8.84 USD -0.02 (-0.17%)
Nov 3, 2026, 3:27 PM EST
8.80 Day range 8.92
8.68 52-week range 10.58
- YTD
- -11.69%
- 1 year
- -14.84%
Ownership
Held by insiders 0.07%
Held by institutions 28.42%
Float held by institutions 28.44%
Institutions 36
Top institutional holders
| Holder | % held | Shares | Value | Reported |
|---|---|---|---|---|
| Morgan Stanley | 6.77% | 453,150 | 4.50M | Sep 29, 2024 |
| Saba Capital Management, L.P. | 6.71% | 449,507 | 4.47M | Sep 29, 2024 |
| Bulldog Investors, LLC | 2.72% | 181,925 | 1.81M | Sep 29, 2024 |
| Riverbridge Partners LLC | 2.47% | 165,063 | 1.64M | Sep 29, 2024 |
| Kovitz Investment Group Partners, Llc | 2.01% | 134,739 | 1.34M | Sep 29, 2024 |
| Osaic Holdings Inc | 0.90% | 60,220 | 598.59K | Sep 29, 2024 |
Top mutual fund holders
| Holder | % held | Shares | Value | Reported |
|---|---|---|---|---|
| High Income Securities Fund | 2.97% | 199,003 | 1.98M | Aug 30, 2024 |
| Special Opportunities Fd | 2.26% | 151,168 | 1.50M | Sep 29, 2024 |
| Exchange Listed Fds Tr-Saba Closed-End Funds ETF | 1.77% | 118,296 | 1.18M | Aug 30, 2024 |
| Saba Capital Income & Opportunities Fd | 0.76% | 51,187 | 508.80K | Jul 30, 2024 |
| Investment Managers Ser Tr-Robinson Opportunistic Income Fd | 0.65% | 43,288 | 430.28K | Sep 29, 2024 |
| Rydex Series Funds-Multi-Hedge Strategies Fund | 0.01% | 748 | 7.43K | Sep 29, 2024 |
Insiders
| Insider | Relation | Latest transaction | Date | Shares held |
|---|---|---|---|---|
| SPAHR LATON | Affiliated Person | Purchase | Jul 17, 2023 | 25,627 |