PRINCIPAL REAL ESTATE INCOME FUND — Institutional Ownership
Which tracked institutions hold PGZ, and how they changed the position last quarter. Latest holdings as of Jun 30, 2026. Source: SEC 13-F filings.
5
Funds holding
$6049718
Total value held
Buying
4 added/new · 0 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | $5034300 | 489242 | +46094 | +10.40% |
| 2 | Raymond James Financial Inc | $768114 | 74647 | +14041 | +23.17% |
| 3 | Wells Fargo & Company/Mn | $231529 | 22500 | +9988 | +79.83% |
| 4 | Ubs Group Ag | $15528 | 1509 | +1509 | NEW BUY |
| 5 | Fifth Third Bancorp | $247 | 24 | — | Held |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.