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Principal Real Estate Income (PGZ)

CUSIP: 74255X104 | US | Financial Services · Asset Management | Micro Cap | 154 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Riverbridge Partners LLC213,535
0.1% of portfolio›$1.9M
Lido Advisors, LLC143,090
0.0% of portfolio›$1.3M
J.W. Cole Advisors, Inc.116,862
0.0% of portfolio›$1.0M
Shaker Financial Services, LLC90,664
0.3% of portfolio›$808.7K
Closed-End Fund Advisors, Inc.80,892
0.7% of portfolio›$721.6K
NWF Advisory Services Inc.39,500
0.0% of portfolio›$352.3K
LPL Financial LLC20,667
0.0% of portfolio›$184.3K
Clear Creek Financial Management, LLC18,475
0.0% of portfolio›$164.8K
SeaCrest Wealth Management, LLC17,488
0.0% of portfolio›$156.0K
Commonwealth Equity Services, LLC14,500
0.0% of portfolio›$129.3K
Blue Bell Private Wealth Management, LLC6,099
0.0% of portfolio›$54.4K
Wolverine Asset Management LLC5,206
0.0% of portfolio›$46.4K
Investors Research Corp2,500
0.0% of portfolio›$22.3K
Glass Jacobson Investment Advisors llc1,420
0.0% of portfolio›$12.7K
TD Waterhouse Canada Inc.1,000
0.0% of portfolio›$8.8K
Highline Wealth Partners LLC500
0.0% of portfolio›$4.5K
Fifth Third Bancorp24
0.0% of portfolio›$214
StyleTurnoverLocationFiled
Riverbridge Partners LLC
213,535$1.9M0.1%GrowthLowMinneapolis, MN2026-11-05
Lido Advisors, LLC
143,090$1.3M0.0%GrowthLowLos Angeles, CA2026-11-04
J.W. Cole Advisors, Inc.
116,862$1.0M0.0%IndexLowTampa, FL2026-11-05
Shaker Financial Services, LLC
90,664$808.7K0.3%YieldHighArlington, VA2026-10-14
Closed-End Fund Advisors, Inc.
80,892$721.6K0.7%YieldMediumRichmond, VA2026-11-04
NWF Advisory Services Inc.
39,500$352.3K0.0%GARPLowLos Angeles, CA2026-10-19
LPL Financial LLC
20,667$184.3K0.0%IndexVery LowFort Mill, SC2026-11-06
Clear Creek Financial Management, LLC
18,475$164.8K0.0%ETFMediumSilverdale, WA2026-10-28
SeaCrest Wealth Management, LLC
17,488$156.0K0.0%GrowthLowPurchase, NY2026-10-21
Commonwealth Equity Services, LLC
14,500$129.3K0.0%ETFLowWaltham, MA2026-11-02
Blue Bell Private Wealth Management, LLC
6,099$54.4K0.0%YieldVery LowBlue Bell, PA2026-10-29
Wolverine Asset Management LLC
5,206$46.4K0.0%Deep ValueVery HighChicago, IL2026-11-02
Investors Research Corp
2,500$22.3K0.0%ETFLowAtlanta, GA2026-10-07
Glass Jacobson Investment Advisors llc
1,420$12.7K0.0%ETFLowOwings Mills, MD2026-10-26
TD Waterhouse Canada Inc.
1,000$8.8K0.0%CoreLowToronto, Australia2026-10-16
Highline Wealth Partners LLC
500$4.5K0.0%ETFMediumSherman Oaks, CA2026-10-19
Fifth Third Bancorp
24$2140.0%IndexVery LowCincinnati, OH2026-11-05