Principal Real Estate Income Fund
PGZ · NYSE
$8.71−$0.03 (−0.34%)TodayMarket closed ·
Prev close $8.74
Who owns PGZ
Largest institutional holders, from their latest 13F filings
The 10 largest institutions hold 22.3% of PGZ’s shares.
- Morgan Stanley Smith Barney LLC7.3%
- Riverbridge Partners, LLC3.1%
- Advisors Asset Management, Inc.2.6%
- Guggenheim Investments1.9%
- Next 6 largest institutions7.4%
- All other shareholders77.7%
| Holder | Shares | % of shares |
|---|---|---|
| Morgan Stanley Smith Barney LLC | 489.24K | 7.31% |
| Riverbridge Partners, LLC | 204.14K | 3.05% |
| Advisors Asset Management, Inc. | 173.38K | 2.59% |
| Guggenheim Investments | 128.19K | 1.92% |
| Lido Advisors, LLC | 116.12K | 1.74% |
| J.W. Cole Advisors, Inc. | 115.14K | 1.72% |
| Closed-End Fund Advisors Inc. | 82.83K | 1.24% |
| Raymond James & Associates, Inc. | 74.65K | 1.12% |
| Evolve Private Wealth, LLC | 65.74K | 0.98% |
| Osaic Holdings, Inc. | 42.83K | 0.64% |
Largest mutual fund holders
| Holder | Shares | % of shares |
|---|---|---|
| Special Opportunities Fund, Inc. | 82.48K | 1.23% |
| Robinson Opportunistic Income Fd | 25.76K | 0.39% |
| Guggenheim Variable Trust - Multi-Hedge Strategies Fund | 2.03K | 0.03% |
| Rydex Guggenheim Multi-Hedge Strategies Fund | 686 | 0.01% |
Short interest
Settled Sep 30, 2026
- Shares short
- 7.62K
- Days to cover
- 1.00
- % of shares outstanding
- 0.11%
- Average daily volume
- 16.78K
- Change since last report
- −17.7%
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