PRINCIPAL REAL ESTATE INCOME FUND — Institutional Ownership
Which tracked institutions hold PGZ, and how they changed the position last quarter. Latest holdings as of Mar 31, 2026. Source: SEC 13-F filings.
4
Funds holding
$4841334
Total value held
Flat
2 added/new · 2 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | $4258660 | 443148 | -17114 | -3.72% |
| 2 | Raymond James Financial Inc | $582428 | 60606 | +9120 | +17.71% |
| 3 | Fifth Third Bancorp | $231 | 24 | — | NEW BUY |
| 4 | Wells Fargo & Company/Mn | $15 | 1 | -1 | -50.00% |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.