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PGZ PRINCIPAL REAL ESTATE INCOME

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SHS BEN INT (fund), issuer CIK 1557523

29 managers (29 13F filers) reported a position in PGZ shares at 2025-03-31, 1,826,980 shares in all. 4 filers opened a position and 5 filers sold out during the quarter.

Managers
29
13F filers
29
New
4
Added
8
Reduced
9
Sold out
5
Shares held by filers
1,826,980

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Saba Capital Management, L.P.in group Saba Capital Management, L.P.424,224$4.47M0.12%+22,46113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY422,881$4.45M<0.01%-19,87613F-HRTimelineGroup
Bulldog Investors, LLP369,396$3.89M1.05%013F-HRTimeline
RIVERBRIDGE PARTNERS LLC136,058$1.43M0.02%+12,48113F-HRTimeline
J.W. COLE ADVISORS, INC.95,292$1M0.03%+20,33713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.58,895$620K<0.01%-2,04513F-HRTimelineGroup
ROBINSON CAPITAL MANAGEMENT, LLC46,008$484K0.2%013F-HRTimeline
NWF Advisory Services Inc.44,500$469K0.07%new13F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP34,856$367K<0.01%-3,46513F-HRTimelineGroup
UBS Group AGin group UBS Group AG28,114$296K<0.01%+13,48413F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC24,702$260K<0.01%-9,35313F-HRTimelineGroup
Cetera Investment Advisers23,102$243K<0.01%+3,25313F-HRTimeline
SeaCrest Wealth Management, LLC19,606$206K0.02%-4,33913F-HRTimeline
Clear Creek Financial Management, LLC16,875$178K0.02%new13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…16,000$168K<0.01%013F-HRTimelineGroup
RFG Advisory, LLC15,474$163K<0.01%new13F-HRTimeline
Private Advisor Group, LLC15,240$160K<0.01%-1,70013F-HRTimeline
UHLMANN PRICE SECURITIES, LLC13,827$146K0.11%+40713F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC7,649$80.5K<0.01%-48,68913F-HRTimelineGroup
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC6,044$63.6K0.01%-10013F-HRTimeline
Investors Research Corp2,500$26.3K0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc1,415$14K<0.01%013F-HRTimeline
CoreCap Advisors, LLC1,200$12.6K<0.01%+1,20013F-HRTimeline
S.A. Mason LLC1,010$10.6K0.01%new13F-HRTimeline
TD Waterhouse Canada Inc.1,000$10.5K<0.01%013F-HRTimeline
Noble Wealth Management PBC1,000$10.5K0.01%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.111$1.17K<0.01%+313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$14<0.01%-27113F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.