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Disclosery

PGZ PRINCIPAL REAL ESTATE INCOME

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SHS BEN INT (fund), issuer CIK 1557523

34 managers (34 13F filers) reported a position in PGZ shares at 2026-03-31, 1,556,392 shares in all. 4 filers opened a position and 3 filers sold out during the quarter.

Managers
34
13F filers
34
New
4
Added
10
Reduced
15
Sold out
3
Shares held by filers
1,556,392

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
MORGAN STANLEYin group MORGAN STANLEY443,148$4.26M<0.01%-17,11413F-HRTimelineGroup
RIVERBRIDGE PARTNERS LLC202,268$1.94M0.05%+15,06413F-HRTimeline
Advisors Asset Management, Inc.173,999$1.67M0.03%-1,03913F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC119,752$1.15M0.01%+77,64213F-HRTimelineGroup
Closed-End Fund Advisors, Inc.81,734$785K0.8%-86413F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC70,887$681K0.04%-413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC60,606$582K<0.01%+9,12013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.50,145$482K<0.01%-27213F-HRTimelineGroup
NWF Advisory Services Inc.48,200$463K0.05%+2,50013F-HRTimeline
Shaker Financial Services, LLC42,626$410K0.14%-8,20013F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP36,243$348K<0.01%+2,52213F-HRTimelineGroup
ROBINSON CAPITAL MANAGEMENT, LLC26,088$263K0.12%-25,00013F-HRTimeline
Cetera Investment Advisers20,823$200K<0.01%-2,37913F-HRTimeline
LPL Financial LLC18,849$181K<0.01%-3413F-HRTimeline
SeaCrest Wealth Management, LLC18,556$178K0.02%-74113F-HRTimeline
Clear Creek Financial Management, LLC18,475$178K0.01%+65013F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC18,174$175K<0.01%-11,56413F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC14,500$139K<0.01%013F-HRTimeline
RFG Advisory, LLC13,774$132K<0.01%-2,30013F-HRTimeline
Private Advisor Group, LLC12,950$124K<0.01%+22513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN12,512$120K<0.01%+12,51113F-HR/ATimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC12,420$119K<0.01%new13F-HRTimelineGroup
UHLMANN PRICE SECURITIES, LLC11,926$115K0.01%-1,44613F-HRTimeline
Integrity Advisory Solutions, LLC11,325$109K0.01%new13F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC6,099$58.6K0.01%+25213F-HRTimeline
Investors Research Corp2,500$24K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG1,918$18.4K<0.01%-47413F-HRTimelineGroup
KERR FINANCIAL PLANNING Corp1,421$14.3K0.01%+3013F-HR/ATimeline
Glass Jacobson Investment Advisors llc1,420$13.6K<0.01%013F-HRTimeline
TD Waterhouse Canada Inc.1,000$9.87K<0.01%013F-HRTimeline
Thomas J. Herzfeld Advisors, Inc.907$8.72K<0.01%-8513F-HRTimeline
Advisory Services Network, LLC623$5.99K<0.01%new13F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC500$4.8K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…24$231<0.01%new13F-HRTimelineGroup