Institutional Ownership
Principal Real Estate Income
CUSIP 74255X104SHS BEN INTPGZQ1 2026
Institutional Holders
34
13F filers
Shares Held
1.56M
Aggregate institutional
Institutional Value
$14.97M
Q1 2026
Net New Holders
+1
4 new · 3 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions4
Increased10
Decreased15
Sold out3
Institutional Holders
34 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 443.1K | $4.26M | −17.1K | Reduced |
| 2 | Riverbridge Partners LLC | 202.3K | $1.94M | +15.1K | Added |
| 3 | Advisors Asset Management, Inc. | 174.0K | $1.67M | −1.0K | Reduced |
| 4 | Guggenheim Capital LLC | 119.8K | $1.15M | +77.6K | Added |
| 5 | Closed-End Fund Advisors, Inc. | 81.7K | $785.5K | −864 | Reduced |
| 6 | Evolve Private Wealth, LLC | 70.9K | $681.2K | −4 | Reduced |
| 7 | Raymond James Financial Inc | 60.6K | $582.4K | +9.1K | Added |
| 8 | Osaic Holdings, Inc. | 50.1K | $481.9K | −272 | Reduced |
| 9 | Nwf Advisory Services Inc. | 48.2K | $463.2K | +2.5K | Added |
| 10 | Shaker Financial Services, LLC | 42.6K | $409.6K | −8.2K | Reduced |
24 more institutional holders on Premium
See every fund holding Principal Real Estate Income, with full quarter-over-quarter share changes.
Unlock all holders