Vault-13

PRINCIPAL REAL ESTATE INCOME PGZ

SHS BEN INT · Closed-End Fund · CUSIP 74255X104

31 institutional holders -3 vs Q1 2026
1,754,3701.8m shares reported held*
$18.1mreported value*
2 new 13 added 6 reduced 5 sold out net bought ≈ $2.0m (+198.0k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $10.29.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

02040Q3 22: 31Q4 22: 30Q1 23: 32Q2 23: 30Q3 23: 27Q4 23: 28Q1 24: 25Q2 24: 27Q3 24: 30Q4 24: 30Q1 25: 29Q2 25: 28Q3 25: 33Q4 25: 34Q1 26: 34Q2 26: 3131Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202231
Q4 202230
Q1 202332
Q2 202330
Q3 202327
Q4 202328
Q1 202425
Q2 202427
Q3 202430
Q4 202430
Q1 202529
Q2 202528
Q3 202533
Q4 202534
Q1 202634
Q2 202631

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
40040Q3 24: 11 bought or addedQ3 24: 15 cut or sold outQ4 24: 14 bought or addedQ4 24: 10 cut or sold outQ4 24Q1 25: 12 bought or addedQ1 25: 14 cut or sold outQ2 25: 12 bought or addedQ2 25: 12 cut or sold outQ2 25Q3 25: 21 bought or addedQ3 25: 6 cut or sold outQ4 25: 16 bought or addedQ4 25: 17 cut or sold outQ4 25Q1 26: 14 bought or addedQ1 26: 18 cut or sold outQ2 26: 15 bought or addedQ2 26: 11 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20241115
Q4 20241410
Q1 20251214
Q2 20251212
Q3 2025216
Q4 20251617
Q1 20261418
Q2 20261511

Biggest buyers

J.W. COLE ADVISORS, INC. New +115,141+115.1k
Lido Advisors, LLC Added +103,700+103.7k
MORGAN STANLEY Added +46,094+46.1k
RAYMOND JAMES FINANCIAL INC Added +14,041+14.0k
WELLS FARGO & COMPANY/MN Added +9,988+10.0k
GUGGENHEIM CAPITAL LLC Added +8,437+8.4k
LPL Financial LLC Added +2,584+2.6k
RIVERBRIDGE PARTNERS LLC Added +1,871+1.9k
Cetera Investment Advisers Added +1,665+1.7k
SeaCrest Wealth Management, LLC Added +1,134+1.1k

Biggest sellers

Shaker Financial Services, LLC Reduced -31,480-31.5k
WOLVERINE ASSET MANAGEMENT LLC Sold out -18,174-18.2k
RFG Advisory, LLC Sold out -13,774-13.8k
UHLMANN PRICE SECURITIES, LLC Sold out -11,926-11.9k
Integrity Advisory Solutions, LLC Sold out -11,325-11.3k
NWF Advisory Services Inc. Reduced -8,000-8.0k
OSAIC HOLDINGS, INC. Reduced -7,319-7.3k
EVOLVE PRIVATE WEALTH, LLC Reduced -5,144-5.1k
Advisors Asset Management, Inc. Reduced -624-624
Advisory Services Network, LLC Sold out -623-623

Insider purchases and sales since 1 Apr 2026

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

None reported since 1 Apr 2026.

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 489,242489.2k $5.0m $5.0m 0.00% Added +46.1k +46,094
2 RIVERBRIDGE PARTNERS LLC 0.06% of their portfolio MINNEAPOLIS, MN 204,139204.1k $2.1m $2.1m 0.06% Added +1.9k +1,871
3 Advisors Asset Management, Inc. 0.03% of their portfolio Monument, CO 173,375173.4k $1.8m $1.8m 0.03% Reduced -624 -624
4 GUGGENHEIM CAPITAL LLC 0.01% of their portfolio CHICAGO, IL 128,189128.2k $1.3m $1.3m 0.01% Added +8.4k +8,437
5 Lido Advisors, LLC 0.00% of their portfolio Los Angeles, CA 116,120116.1k $1.2m $1.2m 0.00% Added +103.7k +103,700
6 J.W. COLE ADVISORS, INC. 0.02% of their portfolio TAMPA, FL 115,141115.1k $1.2m $1.2m 0.02% New
7 Closed-End Fund Advisors, Inc. 0.83% of their portfolio RICHMOND, VA 82,82582.8k $852.3k $852.3k 0.83% Added +1.1k +1,091
8 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 74,64774.6k $768.1k $768.1k 0.00% Added +14.0k +14,041
9 EVOLVE PRIVATE WEALTH, LLC 0.04% of their portfolio LOS ANGELES, CA 65,74365.7k $676.5k $676.5k 0.04% Reduced -5.1k -5,144
10 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 42,82642.8k $440.7k $440.7k 0.00% Reduced -7.3k -7,319
11 NWF Advisory Services Inc. 0.04% of their portfolio Los Angeles, CA 40,20040.2k $413.7k $413.7k 0.04% Reduced -8.0k -8,000
12 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 37,02537.0k $381.0k $381.0k 0.00% Added +782 +782
13 ROBINSON CAPITAL MANAGEMENT, LLC 0.12% of their portfolio GROSSE POINTE FARMS, MI 26,08826.1k $268.4k $268.4k 0.12% Unchanged
14 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 22,50022.5k $231.5k $231.5k 0.00% Added +10.0k +9,988
15 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 22,48822.5k $231.4k $231.4k 0.00% Added +1.7k +1,665
16 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 21,43321.4k $220.5k $220.5k 0.00% Added +2.6k +2,584
17 SeaCrest Wealth Management, LLC 0.02% of their portfolio PURCHASE, NY 19,69019.7k $202.6k $202.6k 0.02% Added +1.1k +1,134
18 Clear Creek Financial Management, LLC 0.01% of their portfolio SILVERDALE, WA 18,47518.5k $190.1k $190.1k 0.01% Unchanged
19 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 14,50014.5k $149.2k $149.2k 0.00% Unchanged
20 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 12,95012.9k $133.3k $133.3k 0.00% Unchanged
21 Shaker Financial Services, LLC 0.04% of their portfolio Arlington, VA 11,14611.1k $114.7k $114.7k 0.04% Reduced -31.5k -31,480
22 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.01% of their portfolio BLUE BELL, PA 6,0996.1k $62.8k $62.8k 0.01% Unchanged
23 Investors Research Corp 0.00% of their portfolio ATLANTA, GA 2,5002.5k $25.7k $25.7k 0.00% Unchanged
24 UBS Group AG 0.00% of their portfolio ZURICH, V8 1,5091.5k $15.5k $15.5k 0.00% Reduced -409 -409
25 KERR FINANCIAL PLANNING Corp 0.02% of their portfolio FRESNO, CA 1,4511.5k $14.9k $14.9k 0.02% Added +30 +30
26 Glass Jacobson Investment Advisors llc 0.00% of their portfolio OWINGS MILLS, MD 1,4201.4k $14.6k $14.6k 0.00% Unchanged
27 TD Waterhouse Canada Inc. 0.00% of their portfolio TORONTO, A6 1,0001.0k $10.3k $10.3k 0.00% Unchanged
28 Thomas J. Herzfeld Advisors, Inc. 0.00% of their portfolio MIAMI BEACH, FL 908908 $9.3k $9.3k 0.00% Added +1 +1
29 HIGHLINE WEALTH PARTNERS LLC 0.00% of their portfolio SHERMAN OAKS, CA 500500 $5.1k $5.1k 0.00% Unchanged
30 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 217217 $2.2k $2.2k 0.00% New
31 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 2424 $247 $247 0.00% Unchanged