Principal Real Estate Income Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 08/13/2026 | 489.24 K | $5.03 M | 10.40% | 7.31% |
| RIVERBRIDGE PARTNERS LLC | 07/13/2026 | 204.14 K | $2.10 M | 0.93% | 3.05% |
| ADVISORS ASSET MANAGEMENT, INC. | 08/14/2026 | 173.38 K | $1.78 M | -0.36% | 2.59% |
| GUGGENHEIM CAPITAL LLC | 08/12/2026 | 128.19 K | $1.32 M | 7.05% | 1.92% |
| LIDO ADVISORS, LLC | 08/07/2026 | 116.12 K | $1.19 M | 834.94% | 1.73% |
| J.W. COLE ADVISORS, INC. | 07/21/2026 | 115.14 K | $1.18 M | 100.00% | 1.72% |
| CLOSED-END FUND ADVISORS, INC. | 07/27/2026 | 82.83 K | $852.27 K | 1.33% | 1.24% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 74.65 K | $768.11 K | 23.17% | 1.12% |
| EVOLVE PRIVATE WEALTH, LLC | 08/12/2026 | 65.74 K | $676.50 K | -7.26% | 0.98% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 42.83 K | $440.68 K | -14.60% | 0.64% |
| NWF ADVISORY SERVICES INC. | 07/29/2026 | 40.20 K | $413.66 K | -16.60% | 0.60% |
| FIRST TRUST ADVISORS LP | 08/11/2026 | 37.03 K | $380.99 K | 2.16% | 0.55% |
| ROBINSON CAPITAL MANAGEMENT, LLC | 08/12/2026 | 26.09 K | $268.45 K | 0.00% | 0.39% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 22.50 K | $231.53 K | 79.83% | 0.34% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 22.49 K | $231.40 K | 8.00% | 0.34% |
| LPL FINANCIAL LLC | 08/07/2026 | 21.43 K | $220.55 K | 13.71% | 0.32% |
| SEACREST WEALTH MANAGEMENT, LLC | 07/09/2026 | 19.69 K | $202.61 K | 6.11% | 0.29% |
| CLEAR CREEK FINANCIAL MANAGEMENT, LLC | 07/28/2026 | 18.48 K | $190.11 K | 0.00% | 0.28% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 14.50 K | $149.20 K | 0.00% | 0.22% |
| PRIVATE ADVISOR GROUP, LLC | 07/27/2026 | 12.95 K | $133.26 K | 0.00% | 0.19% |
| SHAKER FINANCIAL SERVICES, LLC | 07/15/2026 | 11.15 K | $114.69 K | -73.85% | 0.17% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 08/06/2026 | 6.10 K | $62.76 K | 0.00% | 0.09% |
| INVESTORS RESEARCH CORP | 07/10/2026 | 2.50 K | $25.73 K | 0.00% | 0.04% |
| MERCER GLOBAL ADVISORS INC /ADV | 08/11/2026 | 1.76 K | $18.11 K | 100.00% | 0.03% |
| UBS GROUP AG | 08/13/2026 | 1.51 K | $15.53 K | -21.32% | 0.02% |
| KERR FINANCIAL PLANNING CORP | 07/02/2026 | 1.45 K | $14.93 K | 2.11% | 0.02% |
| GLASS JACOBSON INVESTMENT ADVISORS LLC | 07/30/2026 | 1.42 K | $14.61 K | 0.00% | 0.02% |
| TD WATERHOUSE CANADA INC. | 07/27/2026 | 1.00 K | $10.27 K | 0.00% | 0.01% |
| THOMAS J. HERZFELD ADVISORS, INC. | 08/10/2026 | 908 | $9.34 K | 0.11% | 0.01% |
| HIGHLINE WEALTH PARTNERS LLC | 07/15/2026 | 500 | $5.15 K | 0.00% | 0.01% |
| INTEGRATED WEALTH CONCEPTS LLC | 08/12/2026 | 217 | $2.23 K | 100.00% | 0.00% |
| FIFTH THIRD BANCORP | 08/05/2026 | 24 | $247 | 0.00% | 0.00% |
| UHLMANN PRICE SECURITIES, LLC | 07/24/2026 | 0 | $0 | -100.00% | 0.00% |
| WOLVERINE ASSET MANAGEMENT LLC | 08/10/2026 | 0 | $0 | -100.00% | 0.00% |
| ADVISORY SERVICES NETWORK, LLC | 08/12/2026 | 0 | $0 | -100.00% | 0.00% |
| RFG ADVISORY, LLC | 07/15/2026 | 0 | $0 | -100.00% | 0.00% |
| INTEGRITY ADVISORY SOLUTIONS, LLC | 07/31/2026 | 0 | $0 | -100.00% | 0.00% |
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Principal Real Estate Income Fund institutional Ownership - FAQ's
During the previous two years, 50 institutional investors and hedge funds held shares of Principal Real Estate Income Fund. The most heavily invested institutionals were:
MORGAN STANLEY: 489,242
RIVERBRIDGE PARTNERS LLC: 204,139
Advisors Asset Management, Inc.: 173,375
GUGGENHEIM CAPITAL LLC: 128,189
Lido Advisors, LLC: 116,120
J.W. COLE ADVISORS, INC.: 115,141
26.23% of Principal Real Estate Income Fund stock is owned by institutional investors.
Institutional investors have bought a total of 2.01 M shares in the last 24 months. This purchase volume represents approximately $20.17 M in transactions.