Who Owns PRINCIPAL REAL ESTATE INCOME (PGZ)? -- Institutional Holders (2026-06-30)

36 institutions reported holding $18.1M of PRINCIPAL REAL ESTATE INCOME (PGZ) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($5.0M), RIVERBRIDGE PARTNERS LLC ($2.1M), Advisors Asset Management, Inc. ($1.8M), GUGGENHEIM CAPITAL LLC ($1.3M), Lido Advisors, LLC ($1.2M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1MORGAN STANLEY$5.0M489,242Added
2RIVERBRIDGE PARTNERS LLC$2.1M204,139Added
3Advisors Asset Management, Inc.$1.8M173,375Trimmed
4GUGGENHEIM CAPITAL LLC$1.3M128,189Added
5Lido Advisors, LLC$1.2M116,120Added
6J.W. COLE ADVISORS, INC.$1.2M115,141New
7Closed-End Fund Advisors, Inc.$852,27082,825Added
8RAYMOND JAMES FINANCIAL INC$768,11474,647Added
9EVOLVE PRIVATE WEALTH, LLC$676,49565,743Trimmed
10OSAIC HOLDINGS, INC.$440,68342,826Trimmed
11NWF Advisory Services Inc.$413,65840,200Trimmed
12FIRST TRUST ADVISORS LP$380,98637,025Added
13ROBINSON CAPITAL MANAGEMENT, LLC$268,44626,088Hold
14WELLS FARGO & COMPANY/MN$231,52922,500Added
15Cetera Investment Advisers$231,40122,488Added
16LPL Financial LLC$220,54821,433Added
17SeaCrest Wealth Management, LLC$202,61019,690Added
18Clear Creek Financial Management, LLC$190,10818,475Hold
19COMMONWEALTH EQUITY SERVICES, LLC$149,20014,500Hold
20Private Advisor Group, LLC$133,25712,950Hold
21Shaker Financial Services, LLC$114,69311,146Trimmed
22BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$62,7596,099Hold
23Investors Research Corp$25,7252,500Hold
24UBS Group AG$15,5281,509Trimmed
25KERR FINANCIAL PLANNING Corp$14,9311,451Added

Source: SEC Form 13F filings · as of 2026-06-30