Principal Real Estate Income Fund
Institutional Ownership & Holdings Analysis
About
principal-real-estate-income-fund is a publicly traded company tracked by institutional investors. This page displays information about the institutional ownership of the company's shares, showing which investment funds and asset managers hold positions in the company.
Top Institutional Holders
| # | Institution | Value |
|---|---|---|
| 1 | Saba Capital Management, L.P.(2025-03-31) | $4.5M |
| 2 | Bulldog Investors, LLP(2025-03-31) | $3.9M |
| 3 | RIVERBRIDGE PARTNERS LLC(2025-03-31) | $1.4M |
| 4 | J.W. COLE ADVISORS, INC.(2025-03-31) | $1.0M |
| 5 | OSAIC HOLDINGS, INC.(2025-03-31) | $620.2K |
| 6 | Shaker Financial Services, LLC(2024-12-31) | $514.2K |
| 7 | ROBINSON CAPITAL MANAGEMENT, LLC(2025-03-31) | $484.5K |
| 8 | Sanctuary Advisors, LLC(2024-12-31) | $418.7K |
| 9 | FIRST TRUST ADVISORS LP(2025-03-31) | $367.0K |
| 10 | UBS Group AG(2025-03-31) | $296.0K |
| 11 | RAYMOND JAMES FINANCIAL INC(2025-03-31) | $260.1K |
| 12 | Cetera Investment Advisers(2025-03-31) | $243.3K |
| 13 | SeaCrest Wealth Management, LLC(2025-03-31) | $206.5K |
| 14 | Clear Creek Financial Management, LLC(2025-03-31) | $177.7K |
| 15 | GREAT VALLEY ADVISOR GROUP, INC.(2025-03-31) | $168.5K |
| 16 | RFG Advisory, LLC(2025-03-31) | $162.9K |
| 17 | Private Advisor Group, LLC(2025-03-31) | $160.5K |
| 18 | BANK OF MONTREAL /CAN/(2024-12-31) | $148.2K |
| 19 | SUSQUEHANNA INTERNATIONAL GROUP, LLP(2024-12-31) | $119.7K |
| 20 | Intellectus Partners, LLC(2024-12-31) | $101.1K |
As of 2025-03-31
Value:$4.5M
As of 2025-03-31
Value:$3.9M
As of 2025-03-31
Value:$1.4M
As of 2025-03-31
Value:$1.0M
As of 2025-03-31
Value:$620.2K
As of 2024-12-31
Value:$514.2K
As of 2025-03-31
Value:$484.5K
As of 2024-12-31
Value:$418.7K
As of 2025-03-31
Value:$367.0K
#10UBS Group AG
As of 2025-03-31
Value:$296.0K
As of 2025-03-31
Value:$260.1K
As of 2025-03-31
Value:$243.3K
As of 2025-03-31
Value:$206.5K
As of 2025-03-31
Value:$177.7K
As of 2025-03-31
Value:$168.5K
As of 2025-03-31
Value:$162.9K
As of 2025-03-31
Value:$160.5K
As of 2024-12-31
Value:$148.2K
As of 2024-12-31
Value:$119.7K
As of 2024-12-31
Value:$101.1K
Total Institutional Holders:32
Top 10 Holders Own:87.2%