Principal Real Estate Income Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 02/13/2026 | 460.26 K | $4.61 M | 10.14% | 6.88% |
| RIVERBRIDGE PARTNERS LLC | 01/13/2026 | 187.20 K | $1.87 M | 29.13% | 2.80% |
| ADVISORS ASSET MANAGEMENT, INC. | 02/12/2026 | 175.04 K | $1.75 M | 15.63% | 2.61% |
| J.W. COLE ADVISORS, INC. | 02/11/2026 | 112.80 K | $1.13 M | 0.60% | 1.69% |
| 02/11/2026 | 82.60 K | $826.81 K | 100.00% | 1.23% | |
| 02/17/2026 | 70.89 K | $709.62 K | 100.00% | 1.06% | |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 51.49 K | $515.38 K | 4.94% | 0.77% |
| ROBINSON CAPITAL MANAGEMENT, LLC | 02/13/2026 | 51.09 K | $511.39 K | 10.85% | 0.76% |
| SHAKER FINANCIAL SERVICES, LLC | 01/26/2026 | 50.83 K | $508.77 K | 272.93% | 0.76% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 50.42 K | $504.68 K | -15.72% | 0.75% |
| NWF ADVISORY SERVICES INC. | 03/03/2026 | 45.70 K | $457.46 K | -4.79% | 0.68% |
| GUGGENHEIM CAPITAL LLC | 02/17/2026 | 42.11 K | $421.52 K | 100.00% | 0.63% |
| FIRST TRUST ADVISORS LP | 02/13/2026 | 33.72 K | $337.55 K | -5.88% | 0.50% |
| WOLVERINE ASSET MANAGEMENT LLC | 02/02/2026 | 29.74 K | $297.68 K | 100.00% | 0.44% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 23.20 K | $232.25 K | -0.04% | 0.35% |
| SEACREST WEALTH MANAGEMENT, LLC | 01/12/2026 | 19.30 K | $194.42 K | -0.68% | 0.29% |
| LPL FINANCIAL LLC | 02/11/2026 | 18.88 K | $189.02 K | 37.25% | 0.28% |
| BAIRD FINANCIAL GROUP, INC. | 02/13/2026 | 17.97 K | $179.88 K | 9.01% | 0.27% |
| CLEAR CREEK FINANCIAL MANAGEMENT, LLC | 01/23/2026 | 17.83 K | $178.43 K | 0.00% | 0.27% |
| RFG ADVISORY, LLC | 02/03/2026 | 16.07 K | $160.90 K | -12.99% | 0.24% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 14.50 K | $145.14 K | -2.06% | 0.22% |
| UHLMANN PRICE SECURITIES, LLC | 01/12/2026 | 13.37 K | $133.84 K | 3.09% | 0.20% |
| PRIVATE ADVISOR GROUP, LLC | 02/17/2026 | 12.73 K | $127.38 K | -10.54% | 0.19% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 11.30 K | $113.12 K | 100.00% | 0.17% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 02/09/2026 | 5.85 K | $58.53 K | -0.85% | 0.09% |
| INVESTORS RESEARCH CORP | 01/06/2026 | 2.50 K | $25.03 K | 0.00% | 0.04% |
| UBS GROUP AG | 01/29/2026 | 2.39 K | $23.94 K | -17.66% | 0.04% |
| GLASS JACOBSON INVESTMENT ADVISORS LLC | 01/22/2026 | 1.42 K | $14.22 K | 0.00% | 0.02% |
| 02/10/2026 | 1.39 K | $14.26 K | 3.11% | 0.02% | |
| TD WATERHOUSE CANADA INC. | 01/27/2026 | 1.00 K | $9.99 K | 0.00% | 0.01% |
| THOMAS J. HERZFELD ADVISORS, INC. | 02/13/2026 | 992 | $9.93 K | 100.00% | 0.01% |
| HIGHLINE WEALTH PARTNERS LLC | 01/15/2026 | 500 | $5.01 K | 0.00% | 0.01% |
| COMERICA BANK | 01/29/2026 | 24 | $240 | 100.00% | 0.00% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 1 | $15 | -50.00% | 0.00% |
| BULLDOG INVESTORS, LLP | 02/13/2026 | 0 | $0 | -100.00% | 0.00% |
| SABA CAPITAL MANAGEMENT, L.P. | 02/17/2026 | 0 | $0 | -100.00% | 0.00% |
| ADVISORY SERVICES NETWORK, LLC | 02/17/2026 | 0 | $0 | -100.00% | 0.00% |
| CX INSTITUTIONAL | 02/02/2026 | 0 | $0 | -100.00% | 0.00% |
| KOZAK & ASSOCIATES, INC. | 01/12/2026 | 0 | $0 | -100.00% | 0.00% |
| GREAT VALLEY ADVISOR GROUP, INC. | 02/12/2026 | 0 | $0 | -100.00% | 0.00% |
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Principal Real Estate Income Fund institutional Ownership - FAQ's
During the previous two years, 48 institutional investors and hedge funds held shares of Principal Real Estate Income Fund. The most heavily invested institutionals were:
RIVERBRIDGE PARTNERS LLC: 202,268
NWF Advisory Services Inc.: 48,200
SeaCrest Wealth Management, LLC: 18,556
Clear Creek Financial Management, LLC: 18,475
WOLVERINE ASSET MANAGEMENT LLC: 18,174
COMMONWEALTH EQUITY SERVICES, LLC: 14,500
24.28% of Principal Real Estate Income Fund stock is owned by institutional investors.
Institutional investors have bought a total of 1.61 M shares in the last 24 months. This purchase volume represents approximately $16.19 M in transactions.