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PGZ PRINCIPAL REAL ESTATE INCOME

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SHS BEN INT (common), issuer CIK 1557523

34 managers (34 13F filers) reported a position in PGZ shares at 2025-12-31, 1,625,096 shares in all. 5 filers opened a position and 6 filers sold out during the quarter.

Managers
34
13F filers
34
New
5
Added
11
Reduced
11
Sold out
6
Shares held by filers
1,625,096

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
MORGAN STANLEYin group MORGAN STANLEY460,262$4.61M<0.01%+42,37813F-HR/ATimelineGroup
RIVERBRIDGE PARTNERS LLC187,204$1.87M0.04%+42,23213F-HRTimeline
Advisors Asset Management, Inc.175,038$1.75M0.03%+23,66413F-HR/ATimeline
J.W. COLE ADVISORS, INC.112,801$1.13M0.03%+67113F-HRTimeline
Closed-End Fund Advisors, Inc.82,598$827K0.49%13F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC70,891$710K0.04%13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC51,486$515K<0.01%+2,42413F-HRTimelineGroup
ROBINSON CAPITAL MANAGEMENT, LLC51,088$511K0.21%+5,00013F-HRTimeline
Shaker Financial Services, LLC50,826$509K0.16%+37,19713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.50,417$505K<0.01%-9,40413F-HRTimelineGroup
NWF Advisory Services Inc.45,700$457K0.05%-2,30013F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC42,110$422K<0.01%new13F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP33,721$338K<0.01%-2,10713F-HRTimelineGroup
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC29,738$298K<0.01%new13F-HRTimelineGroup
Cetera Investment Advisers23,202$232K<0.01%-913F-HRTimeline
SeaCrest Wealth Management, LLC19,297$194K0.02%-13313F-HRTimeline
LPL Financial LLC18,883$189K<0.01%+5,12513F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.17,970$180K<0.01%+1,48613F-HRTimelineGroup
Clear Creek Financial Management, LLC17,825$178K0.01%013F-HRTimeline
RFG Advisory, LLC16,074$161K<0.01%-2,40013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC14,500$145K<0.01%-30513F-HRTimeline
UHLMANN PRICE SECURITIES, LLC13,372$134K0.08%+40113F-HRTimeline
Private Advisor Group, LLC12,725$127K<0.01%-1,50013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…11,301$113K<0.01%new13F-HRTimelineGroup
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC5,847$58.5K0.01%-5013F-HRTimeline
Investors Research Corp2,500$25K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG2,392$23.9K<0.01%-51313F-HRTimelineGroup
KERR FINANCIAL PLANNING Corp1,391$14.3K0.02%+4213F-HR/ATimeline
Glass Jacobson Investment Advisors llc1,420$14.2K0.01%013F-HRTimeline
TD Waterhouse Canada Inc.1,000$9.99K<0.01%013F-HRTimeline
Thomas J. Herzfeld Advisors, Inc.992$9.93K<0.01%new13F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC500$5K<0.01%013F-HRTimeline
COMERICA BANK24$240<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$15<0.01%-113F-HRTimelineGroup