Principal Real Estate Income Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 05/15/2026 | 443.15 K | $4.26 M | -3.72% | 6.62% |
| RIVERBRIDGE PARTNERS LLC | 04/17/2026 | 202.27 K | $1.94 M | 8.05% | 3.02% |
| ADVISORS ASSET MANAGEMENT, INC. | 05/15/2026 | 174.00 K | $1.67 M | -0.59% | 2.60% |
| GUGGENHEIM CAPITAL LLC | 05/15/2026 | 119.75 K | $1.15 M | 184.38% | 1.79% |
| 05/11/2026 | 81.73 K | $785.47 K | -1.05% | 1.22% | |
| 04/16/2026 | 70.89 K | $681.22 K | -0.01% | 1.06% | |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 60.61 K | $582.43 K | 17.71% | 0.91% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 50.15 K | $481.89 K | -0.54% | 0.75% |
| NWF ADVISORY SERVICES INC. | 05/04/2026 | 48.20 K | $463.20 K | 5.47% | 0.72% |
| SHAKER FINANCIAL SERVICES, LLC | 05/12/2026 | 42.63 K | $409.64 K | -16.13% | 0.64% |
| FIRST TRUST ADVISORS LP | 05/13/2026 | 36.24 K | $348.29 K | 7.48% | 0.54% |
| ROBINSON CAPITAL MANAGEMENT, LLC | 05/11/2026 | 26.09 K | $263.49 K | -48.94% | 0.39% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 20.82 K | $200.11 K | -10.25% | 0.31% |
| LPL FINANCIAL LLC | 05/06/2026 | 18.85 K | $181.14 K | -0.18% | 0.28% |
| SEACREST WEALTH MANAGEMENT, LLC | 04/15/2026 | 18.56 K | $178.32 K | -3.84% | 0.28% |
| CLEAR CREEK FINANCIAL MANAGEMENT, LLC | 04/23/2026 | 18.48 K | $177.55 K | 3.65% | 0.28% |
| WOLVERINE ASSET MANAGEMENT LLC | 05/04/2026 | 18.17 K | $174.65 K | -38.89% | 0.27% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 14.50 K | $139.34 K | 0.00% | 0.22% |
| RFG ADVISORY, LLC | 04/20/2026 | 13.77 K | $132.37 K | -14.31% | 0.21% |
| PRIVATE ADVISOR GROUP, LLC | 04/27/2026 | 12.95 K | $124.45 K | 1.77% | 0.19% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 12.51 K | $120.24 K | 1,251,100.00% | 0.19% |
| LIDO ADVISORS, LLC | 05/13/2026 | 12.42 K | $119.36 K | 100.00% | 0.19% |
| UHLMANN PRICE SECURITIES, LLC | 04/16/2026 | 11.93 K | $114.61 K | -10.81% | 0.18% |
| 05/11/2026 | 11.33 K | $108.83 K | 100.00% | 0.17% | |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 05/11/2026 | 6.10 K | $58.61 K | 4.31% | 0.09% |
| INVESTORS RESEARCH CORP | 04/03/2026 | 2.50 K | $24.03 K | 0.00% | 0.04% |
| UBS GROUP AG | 05/05/2026 | 1.92 K | $18.43 K | -19.82% | 0.03% |
| 04/29/2026 | 1.42 K | $14.27 K | 2.16% | 0.02% | |
| GLASS JACOBSON INVESTMENT ADVISORS LLC | 04/23/2026 | 1.42 K | $13.65 K | 0.00% | 0.02% |
| TD WATERHOUSE CANADA INC. | 05/12/2026 | 1.00 K | $9.87 K | 0.00% | 0.01% |
| THOMAS J. HERZFELD ADVISORS, INC. | 05/12/2026 | 907 | $8.72 K | -8.57% | 0.01% |
| ADVISORY SERVICES NETWORK, LLC | 05/15/2026 | 623 | $5.99 K | 100.00% | 0.01% |
| HIGHLINE WEALTH PARTNERS LLC | 04/06/2026 | 500 | $4.81 K | 0.00% | 0.01% |
| FIFTH THIRD BANCORP | 05/01/2026 | 24 | $231 | 100.00% | 0.00% |
| J.W. COLE ADVISORS, INC. | 04/23/2026 | 0 | $0 | -100.00% | 0.00% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 0 | $0 | -100.00% | 0.00% |
| BAIRD FINANCIAL GROUP, INC. | 05/14/2026 | 0 | $0 | -100.00% | 0.00% |
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Principal Real Estate Income Fund institutional Ownership - FAQ's
During the previous two years, 46 institutional investors and hedge funds held shares of Principal Real Estate Income Fund. The most heavily invested institutionals were:
MORGAN STANLEY: 443,148
RIVERBRIDGE PARTNERS LLC: 202,268
Advisors Asset Management, Inc.: 173,999
GUGGENHEIM CAPITAL LLC: 119,752
RAYMOND JAMES FINANCIAL INC: 60,606
ADVISOR GROUP HOLDINGS, INC.: 50,145
23.25% of Principal Real Estate Income Fund stock is owned by institutional investors.
Institutional investors have bought a total of 1.64 M shares in the last 24 months. This purchase volume represents approximately $16.50 M in transactions.