Principal Real Estate Income Fund

Historical 13F Holders

Symbol
PGZ
CUSIP
74255X104
All holders as of
Q2 2026
Type
Equity
Class
SHS BEN INT
Reported Value, Excluding Options
Total Filings

13D/G Filers

Investors who own more than 5% of a class must file a Schedule 13D or 13G. Each filer's latest filing for 74255X104 since 12/18/2024, largest first.

Filer % of Class Filed
Under 5%, checked the "5 percent or less" box, or amended by a later filing (2)
Bulldog Investors, LLP 13D/A
4.98% 8/12/2025
Event 8/7/2025
Saba Capital Management, L.P. 13D/A
4.8% 7/14/2025
Event 7/11/2025

13F Holders by Quarter

Period Filings Shares, Excl. Options Value, Excl. Options
2026 Q3 1 2.50 k $22.3 k
2026 Q2 30 1.75 M $18.1 M
2026 Q1 34 1.56 M $15.0 M
2025 Q4 34 1.63 M $16.3 M
2025 Q3 33 1.59 M $16.6 M
2025 Q2 28 1.77 M $18.6 M
2025 Q1 29 1.83 M $19.2 M
2024 Q4 30 1.90 M $18.7 M
2024 Q3 30 1.84 M $20.6 M
2024 Q2 28 2.34 M $23.9 M
2024 Q1 27 2.95 M $30.4 M
2023 Q4 29 2.51 M $23.8 M
2023 Q3 27 2.13 M $19.3 M
2023 Q2 30 2.01 M $19.1 M
2023 Q1 33 2.08 M $19.7 M
2022 Q4 30 1.89 M $19.3 M
2022 Q3 31 1.94 M $21.5 M
2022 Q2 31 1.96 M $25.4 M
2022 Q1 27 1.72 M $27.1 M
2021 Q4 27 1.72 M $27.2 M
2021 Q3 31 1.50 M $22.1 M
2021 Q2 30 1.41 M $21.5 M
2021 Q1 36 1.44 M $19.5 M
2020 Q4 36 1.34 M $16.4 M
2020 Q3 34 1.17 M $12.5 M
2020 Q2 35 1.18 M $14.2 M
2020 Q1 38 1.21 M $14.7 M
2019 Q4 32 982 k $20.7 M
2019 Q3 29 910 k $18.7 M
2019 Q2 27 909 k $17.3 M
2019 Q1 33 896 k $16.7 M
2018 Q4 32 895 k $14.8 M
2018 Q3 24 905 k $15.6 M
2018 Q2 21 980 k $17.4 M
2018 Q1 24 1.10 M $18.4 M
2017 Q4 25 1.08 M $19.2 M
2017 Q3 20 773 k $13.9 M
2017 Q2 18 691 k $12.5 M
2017 Q1 22 799 k $14.0 M
2016 Q4 24 727 k $12.1 M
2016 Q3 23 632 k $11.2 M
2016 Q2 21 546 k $9.67 M
2016 Q1 24 589 k $9.72 M
2015 Q4 22 590 k $9.85 M
2015 Q3 19 555 k $9.57 M
2015 Q2 16 503 k $9.35 M
2015 Q1 15 492 k $9.59 M
2014 Q4 16 474 k $8.84 M
2014 Q3 17 476 k $11.6 M
2014 Q2 16 487 k $12.2 M
2014 Q1 15 401 k $9.53 M