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Principal Real Estate Income (PGZ)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Riverbridge Partners LLC
INCREASED
Shares213,535 from 204,139
Change+9,396 (+5%)
Value$1.9M (-$195.9K)
Filed 2026-11-05
Lido Advisors, LLC
INCREASED
Shares143,090 from 116,120
Change+26,970 (+23%)
Value$1.3M (+$81.5K)
Filed 2026-11-04
J.W. Cole Advisors, Inc.
INCREASED
Shares116,862 from 115,141
Change+1,721 (+1%)
Value$1.0M (-$142.4K)
Filed 2026-11-05
Shaker Financial Services, LLC
INCREASED
Shares90,664 from 11,146
Change+79,518 (+713%)
Value$808.7K (+$694.0K)
Filed 2026-10-14
Closed-End Fund Advisors, Inc.
DECREASED
Shares80,892 from 82,825
Change-1,933 (-2%)
Value$721.6K (-$130.7K)
Filed 2026-11-04
NWF Advisory Services Inc.
DECREASED
Shares39,500 from 40,200
Change-700 (-2%)
Value$352.3K (-$61.3K)
Filed 2026-10-19
LPL Financial LLC
DECREASED
Shares20,667 from 21,433
Change-766 (-4%)
Value$184.3K (-$36.2K)
Filed 2026-11-06
Clear Creek Financial Management, LLC
UNCHANGED
Shares18,475 from 18,475
Change0 (0%)
Value$164.8K (-$25.3K)
Filed 2026-10-28
SeaCrest Wealth Management, LLC
DECREASED
Shares17,488 from 19,690
Change-2,202 (-11%)
Value$156.0K (-$46.6K)
Filed 2026-10-21
Commonwealth Equity Services, LLC
UNCHANGED
Shares14,500 from 14,500
Change0 (0%)
Value$129.3K (-$19.9K)
Filed 2026-11-02
Blue Bell Private Wealth Management, LLC
UNCHANGED
Shares6,099 from 6,099
Change0 (0%)
Value$54.4K (-$8.4K)
Filed 2026-10-29
Wolverine Asset Management LLC
NEW
Shares5,206
Change+5,206
Value$46.4K
Filed 2026-11-02
Investors Research Corp
UNCHANGED
Shares2,500 from 2,500
Change0 (0%)
Value$22.3K (-$3.4K)
Filed 2026-10-07
Glass Jacobson Investment Advisors llc
UNCHANGED
Shares1,420 from 1,420
Change0 (0%)
Value$12.7K (-$1.9K)
Filed 2026-10-26
TD Waterhouse Canada Inc.
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$8.8K (-$1.4K)
Filed 2026-10-16
Highline Wealth Partners LLC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$4.5K (-$685)
Filed 2026-10-19
Fifth Third Bancorp
UNCHANGED
Shares24 from 24
Change0 (0%)
Value$214 (-$33)
Filed 2026-11-05
Morgan Stanley
N/A
Shares— from 489,242
Change-489,242 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 173,375
Change-173,375 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 128,189
Change-128,189 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 74,647
Change-74,647 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 65,743
Change-65,743 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 42,826
Change-42,826 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 37,025
Change-37,025 (-100%)
Value—
Robinson Capital Management, LLC
N/A
Shares— from 26,088
Change-26,088 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 22,500
Change-22,500 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 22,488
Change-22,488 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 12,950
Change-12,950 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,509
Change-1,509 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 1,451
Change-1,451 (-100%)
Value—
Thomas J. Herzfeld Advisors, Inc.
N/A
Shares— from 908
Change-908 (-100%)
Value—
Status
Riverbridge Partners LLC
INCREASED213,535204,139+9,396+5%$2.1M$1.9M-$195.9K2026-11-05
Lido Advisors, LLC
INCREASED143,090116,120+26,970+23%$1.2M$1.3M+$81.5K2026-11-04
J.W. Cole Advisors, Inc.
INCREASED116,862115,141+1,721+1%$1.2M$1.0M-$142.4K2026-11-05
Shaker Financial Services, LLC
INCREASED90,66411,146+79,518+713%$114.7K$808.7K+$694.0K2026-10-14
Closed-End Fund Advisors, Inc.
DECREASED80,89282,825-1,933-2%$852.3K$721.6K-$130.7K2026-11-04
NWF Advisory Services Inc.
DECREASED39,50040,200-700-2%$413.7K$352.3K-$61.3K2026-10-19
LPL Financial LLC
DECREASED20,66721,433-766-4%$220.5K$184.3K-$36.2K2026-11-06
Clear Creek Financial Management, LLC
UNCHANGED18,47518,47500%$190.1K$164.8K-$25.3K2026-10-28
SeaCrest Wealth Management, LLC
DECREASED17,48819,690-2,202-11%$202.6K$156.0K-$46.6K2026-10-21
Commonwealth Equity Services, LLC
UNCHANGED14,50014,50000%$149.2K$129.3K-$19.9K2026-11-02
Blue Bell Private Wealth Management, LLC
UNCHANGED6,0996,09900%$62.8K$54.4K-$8.4K2026-10-29
Wolverine Asset Management LLC
NEW5,206—+5,206——$46.4K—2026-11-02
Investors Research Corp
UNCHANGED2,5002,50000%$25.7K$22.3K-$3.4K2026-10-07
Glass Jacobson Investment Advisors llc
UNCHANGED1,4201,42000%$14.6K$12.7K-$1.9K2026-10-26
TD Waterhouse Canada Inc.
UNCHANGED1,0001,00000%$10.3K$8.8K-$1.4K2026-10-16
Highline Wealth Partners LLC
UNCHANGED50050000%$5.1K$4.5K-$6852026-10-19
Fifth Third Bancorp
UNCHANGED242400%$247$214-$332026-11-05
Morgan Stanley
N/A—489,242-489,242-100%$5.0M———
Advisors Asset Management, Inc.
N/A—173,375-173,375-100%$1.8M———
Guggenheim Capital LLC
N/A—128,189-128,189-100%$1.3M———
Raymond James Financial Inc
N/A—74,647-74,647-100%$768.1K———
Evolve Private Wealth, LLC
N/A—65,743-65,743-100%$676.5K———
Osaic Holdings, Inc.
N/A—42,826-42,826-100%$440.7K———
First Trust Advisors LP
N/A—37,025-37,025-100%$381.0K———
Robinson Capital Management, LLC
N/A—26,088-26,088-100%$268.4K———
Wells Fargo & Company
N/A—22,500-22,500-100%$231.5K———
Cetera Investment Advisers
N/A—22,488-22,488-100%$231.4K———
Private Advisor Group, LLC
N/A—12,950-12,950-100%$133.3K———
UBS Group AG
N/A—1,509-1,509-100%$15.5K———
Kerr Financial Planning Corp
N/A—1,451-1,451-100%$14.9K———
Thomas J. Herzfeld Advisors, Inc.
N/A—908-908-100%$9.3K———
Showing 31 of 31 institutions