Principal Real Estate Income Fund

-

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Principal Real Estate Income Fund
TickerPGZ
CIK #0001557523
CUSIP74255X104
Sector -
Address1290 Broadway Suite 1100, Denver, CO 80203
Source [EDGAR]
CIK Filing 2011 - 2025
[0001557523] 3
[0001557523] 4
[0001557523] 5
[0001557523] 8-K
[0001557523] SC 13D
[0001557523] SC 13G
Form 13D/13G Filer Form 13D/13G Subject Filed % Owned
First Trust Portfolios LP Principal Real Estate Income Fund [2024-01-10] 6.33
Bulldog Investors LLP Principal Real Estate Income Fund [2023-10-16] 11.0
Saba Capital Management LP Principal Real Estate Income Fund [2023-10-03] 8.43
Morgan Stanley Principal Real Estate Income Fund [2022-02-10] 7.4
Saba Capital Management LP Principal Real Estate Income Fund [2021-12-30] 5.3
First Trust Portfolios LP Principal Real Estate Income Fund [2015-01-26] 8.09
Form 3/4/5 Filer 2011 - 2025
Principal Real Estate Income Fund
Bullington Stephanie
Herrera Michael
Nicholas Adams
Hamill Brendan
Legg JoEllen
Scalberg Ernest J
Burns Kathryn
Spahr Laton
Rettinger Erich
McClure Robert Douglas
Sutula Matthew
Craig Jennifer
Kerschen Jill
Sleightholme Michael
Noyes Richard Craig
SS&C Technologies Holdings Inc
Akselrod Sharon R
Peterson Marc
Murray Abigail J
Meloni Andrew P
Duran Troy Anthony
DST Systems Inc
Halter Patrick Gregory
Principal Real Estate Investors LLC
Alps Holdings Inc
Kuchli Andrea E
Burke Edmund J
May Jeremy O
Parmentier William R Jr
Alps Advisors Inc
Lawler Julia M
Buhler David T.
Foss Lucas D
Tyler Tane T
Hunt Aisha
Nelson Erin Douglas
Welsh Jennifer T
McCaughan James P
Carson Scott
Kenkel Tony
Best Rob
Swenson Bradley J
Akins Michael T
Szydlowski Robert Joseph
Dillon Corey L.
Held Jeremy D.
Mitchell Tom
Rengarajan Madhan
Richmond Matt
Haigh Jason Thomas
Rush Kelly
Mundt Randy
Pederson Rick A
Buchanan Patrick D
Carter Thomas Anthony
Rutledge Jerry G
Form 13F Holdings
Firm Period DFND Voting Shares
Morgan Stanley [2025-06-30] DFND 0 401,185
Bulldog Investors LLP [2025-06-30] SOLE 370,896 370,896
Saba Capital Management LP [2025-06-30] SOLE 277,511 361,704
Riverbridge Partners LLC [2025-06-30] SOLE 141,372 141,372
JW Cole Advisors Inc [2025-06-30] SOLE 0 98,453
Osaic Holdings Inc [2025-06-30] DFND 0 61,752
Robinson Capital Management LLC [2025-06-30] SOLE 0 46,088
Raymond James Financial Inc [2025-06-30] DFND 0 43,797
First Trust Advisors LP [2025-06-30] SOLE 34,710 34,710
UBS Group AG [2025-06-30] DFND 23,735 26,069
Cetera Investment Advisers [2025-06-30] SOLE 0 23,156
Seacrest Wealth Management LLC [2025-06-30] SOLE 0 19,131
RFG Advisory LLC [2025-06-30] SOLE 0 18,074
Clear Creek Financial Management LLC [2025-06-30] SOLE 16,875 16,875
Great Valley Advisor Group Inc [2025-06-30] SOLE 0 16,000
Private Advisor Group LLC [2025-06-30] SOLE 0 14,225
Uhlmann Price Securities LLC [2025-06-30] SOLE 12,601 12,601
Baird Financial Group, Inc. [2025-06-30] DFND 11,699 11,699
Blue Bell Private Wealth Management LLC [2025-06-30] SOLE 5,359 5,897
Investors Research Corp [2025-06-30] SOLE 0 2,500
Glass Jacobson Investment Advisors LLC [2025-06-30] SOLE 0 1,420
Sa Mason LLC [2025-06-30] SOLE 1,041 1,041
TD Waterhouse Canada Inc. [2025-06-30] DFND 1,000 1,000
Kozak & Associates, Inc. [2025-06-30] SOLE 976 976
Marshall & Sterling Wealth Advisors Inc [2025-06-30] SOLE 0 115
Concourse Financial Group Securities Inc [2025-06-30] SOLE 0 0
Wells Fargo & Company/MN [2025-06-30] DFND 0 0
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