PGZ
Principal Real Estate Income Fund
Top holders
Institutions with disclosed positions in this stock
| Fund | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| MORGAN STANLEY Morgan Stanley | $5M | 489.2K | 0.00% | +10.4% |
| RIVERBRIDGE PARTNERS LLC Riverbridge Partners Llc | $2.1M | 204.1K | 0.06% | +0.9% |
| Advisors Asset Management, Inc. Advisors Asset Management, Inc. | $1.8M | 173.4K | 0.03% | -0.4% |
| GUGGENHEIM CAPITAL LLC Guggenheim Capital Llc | $1.3M | 128.2K | 0.01% | +7.0% |
| Lido Advisors, LLC Lido Advisors, Llc | $1.2M | 116.1K | 0.00% | +834.9% |
| J.W. COLE ADVISORS, INC. J.W. Cole Advisors, Inc. | $1.2M | 115.1K | 0.02% | New Position |
| Closed-End Fund Advisors, Inc. Closed-End Fund Advisors, Inc. | $852K | 82.8K | 0.83% | +1.3% |
| RAYMOND JAMES FINANCIAL INC Raymond James Financial Inc | $768K | 74.6K | 0.00% | +23.2% |
| EVOLVE PRIVATE WEALTH, LLC Evolve Private Wealth, Llc | $676K | 65.7K | 0.04% | -7.3% |
| OSAIC HOLDINGS, INC. Advisor Group Holdings, Inc. | $441K | 42.8K | 0.00% | -14.6% |
| NWF Advisory Services Inc. Nwf Advisory Services Inc. | $414K | 40.2K | 0.04% | -16.6% |
| FIRST TRUST ADVISORS LP First Trust Advisors Lp | $381K | 37.0K | 0.00% | +2.2% |
| ROBINSON CAPITAL MANAGEMENT, LLC Robinson Capital Management, Llc | $268K | 26.1K | 0.12% | Unchanged |
| WELLS FARGO & COMPANY/MN Wells Fargo & Company/Mn | $232K | 22.5K | 0.00% | +79.8% |
| Cetera Investment Advisers Cetera Investment Advisers | $231K | 22.5K | 0.00% | +8.0% |
| LPL Financial LLC Lpl Financial Llc | $221K | 21.4K | 0.00% | +13.7% |
| SeaCrest Wealth Management, LLC Seacrest Wealth Management, Llc | $203K | 19.7K | 0.02% | +6.1% |
| Clear Creek Financial Management, LLC Clear Creek Financial Management, Llc | $190K | 18.5K | 0.01% | Unchanged |
| COMMONWEALTH EQUITY SERVICES, LLC Commonwealth Equity Services, Llc | $149K | 14.5K | 0.00% | Unchanged |
| Private Advisor Group, LLC Private Advisor Group, Llc | $133K | 12.9K | 0.00% | Unchanged |
| Shaker Financial Services, LLC Shaker Financial Services, Llc | $115K | 11.1K | 0.04% | -73.8% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC Blue Bell Private Wealth Management, Llc | $63K | 6.1K | 0.01% | Unchanged |
| Investors Research Corp Investors Research Corp | $26K | 2.5K | 0.00% | Unchanged |
| MERCER GLOBAL ADVISORS INC /ADV Mercer Global Advisors Inc /Adv | $18K | 1.8K | 0.00% | New Position |
| UBS Group AG Ubs Group Ag | $16K | 1.5K | 0.00% | -21.3% |
| KERR FINANCIAL PLANNING Corp Kerr Financial Planning Corp | $15K | 1.5K | 0.02% | +2.1% |
| Glass Jacobson Investment Advisors llc Glass Jacobson Investment Advisors Llc | $15K | 1.4K | 0.00% | Unchanged |
| TD Waterhouse Canada Inc. Td Waterhouse Canada Inc. | $10K | 1.0K | 0.00% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. Thomas J. Herzfeld Advisors, Inc. | $9K | 908 | 0.00% | +0.1% |
| HIGHLINE WEALTH PARTNERS LLC Highline Wealth Partners Llc | $5K | 500 | 0.00% | Unchanged |
| Integrated Wealth Concepts LLC Integrated Wealth Concepts Llc | $2K | 217 | 0.00% | New Position |
| FIFTH THIRD BANCORP Fifth Third Bancorp | $247 | 24 | 0.00% | Unchanged |