Principal Real Estate Income Fund (PGZ) — Institutional Holders, Q2 2026
31 institutional investment managers reported a PGZ position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $18.1M. Every filer is listed below, ranked by position value. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
PGZ in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- J.W. COLE ADVISORSNew · +115,141 sh+$1.2M
- Lido AdvisorsAdded · +103,700 sh+$1.1M
- MORGAN STANLEYAdded · +46,094 sh+$474.3K
- RAYMOND JAMES FINANCIALAdded · +14,041 sh+$144.5K
- WELLS FARGO & COMPANYAdded · +9,988 sh+$102.8K
Biggest sellers
- Shaker Financial ServicesTrimmed · -31,480 sh-$323.9K
- WOLVERINE ASSET MANAGEMENTSold out · -18,174 sh-$187.0K
- RFG AdvisorySold out · -13,774 sh-$141.7K
- UHLMANN PRICE SECURITIESSold out · -11,926 sh-$122.7K
- Integrity Advisory SolutionsSold out · -11,325 sh-$116.5K
PGZ 13F holders ranked 1–31 of 31
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY#1 · 489,242 sh | 489,242 | $5.0M | <0.01% | +10.4% |
| 2 | RIVERBRIDGE PARTNERS#2 · 204,139 sh | 204,139 | $2.1M | 0.06% | +0.9% |
| 3 | Advisors Asset Management#3 · 173,375 sh | 173,375 | $1.8M | 0.03% | -0.4% |
| 4 | GUGGENHEIM CAPITAL#4 · 128,189 sh | 128,189 | $1.3M | <0.01% | +7.0% |
| 5 | Lido Advisors#5 · 116,120 sh | 116,120 | $1.2M | <0.01% | +834.9% |
| 6 | J.W. COLE ADVISORS#6 · 115,141 sh | 115,141 | $1.2M | 0.02% | New |
| 7 | Closed-End Fund Advisors#7 · 82,825 sh | 82,825 | $852.3K | 0.83% | +1.3% |
| 8 | RAYMOND JAMES FINANCIAL#8 · 74,647 sh | 74,647 | $768.1K | <0.01% | +23.2% |
| 9 | EVOLVE PRIVATE WEALTH#9 · 65,743 sh | 65,743 | $676.5K | 0.04% | -7.3% |
| 10 | OSAIC#10 · 42,826 sh | 42,826 | $440.7K | <0.01% | -14.6% |
| 11 | NWF Advisory Services#11 · 40,200 sh | 40,200 | $413.7K | — | -16.6% |
| 12 | FIRST ADVISORS#12 · 37,025 sh | 37,025 | $381.0K | <0.01% | +2.2% |
| 13 | ROBINSON CAPITAL MANAGEMENT#13 · 26,088 sh | 26,088 | $268.4K | 0.12% | 0.0% |
| 14 | WELLS FARGO & COMPANY#14 · 22,500 sh | 22,500 | $231.5K | 0.00% | +79.8% |
| 15 | Cetera Investment Advisers#15 · 22,488 sh | 22,488 | $231.4K | <0.01% | +8.0% |
| 16 | LPL Financial#16 · 21,433 sh | 21,433 | $220.5K | 0.00% | +13.7% |
| 17 | SeaCrest Wealth Management#17 · 19,690 sh | 19,690 | $202.6K | — | +6.1% |
| 18 | Clear Creek Financial Management#18 · 18,475 sh | 18,475 | $190.1K | 0.01% | 0.0% |
| 19 | COMMONWEALTH EQUITY SERVICES#19 · 14,500 sh | 14,500 | $149.2K | <0.01% | 0.0% |
| 20 | Private Advisor Group#20 · 12,950 sh | 12,950 | $133.3K | <0.01% | 0.0% |
| 21 | Shaker Financial Services#21 · 11,146 sh | 11,146 | $114.7K | — | -73.9% |
| 22 | BLUE BELL PRIVATE WEALTH MANAGEMENT#22 · 6,099 sh | 6,099 | $62.8K | <0.01% | 0.0% |
| 23 | Investors Research#23 · 2,500 sh | 2,500 | $25.7K | — | 0.0% |
| 24 | UBS Group AG#24 · 1,509 sh | 1,509 | $15.5K | 0.00% | -21.3% |
| 25 | KERR FINANCIAL PLANNING#25 · 1,451 sh | 1,451 | $14.9K | 0.02% | +2.1% |
| 26 | Glass Jacobson Investment Advisors#26 · 1,420 sh | 1,420 | $14.6K | — | 0.0% |
| 27 | TD Waterhouse Canada#27 · 1,000 sh | 1,000 | $10.3K | — | 0.0% |
| 28 | Thomas J. Herzfeld Advisors#28 · 908 sh | 908 | $9.3K | <0.01% | +0.1% |
| 29 | HIGHLINE WEALTH PARTNERS#29 · 500 sh | 500 | $5.1K | — | 0.0% |
| 30 | Integrated Wealth Concepts#30 · 217 sh | 217 | $2.2K | 0.00% | New |
| 31 | FIFTH THIRD BANCORP#31 · 24 sh | 24 | $247.00 | 0.00% | 0.0% |
Funds that sold out of PGZ in Q2 2026 (5)
Held PGZ at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q1 2026 |
|---|---|---|
| WOLVERINE ASSET MANAGEMENT18,174 sh | 18,174 | $174.7K |
| RFG Advisory13,774 sh | 13,774 | $132.4K |
| UHLMANN PRICE SECURITIES11,926 sh | 11,926 | $114.6K |
| Integrity Advisory Solutions11,325 sh | 11,325 | $108.8K |
| Advisory Services Network623 sh | 623 | $6.0K |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.