Institutional Ownership
Principal Real Estate Income
CUSIP 74255X104SHS BEN INTPGZQ1 2026
13D / 13G Filings
18
Schedule 13D/13G on record
Beneficial Filers
4
Distinct reporting persons
Largest Stake
12.6%
Max % of class reported
Institutional Holders
34
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
18 filings · latest Aug 12, 2025
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Aug 12, 2025 | Bulldog Investors, LLP | 13D/A | 5.0% | — | SEC |
| 2 | Jul 14, 2025 | Saba Capital Management, L.P. | 13D/A | 4.8% | — | SEC |
| 3 | Jul 3, 2025 | Saba Capital Management, L.P. | 13D/A | 5.1% | — | SEC |
| 4 | Oct 21, 2024 | Saba Capital Management, L.P. | 13D/A | 6.2% | 411.9K | SEC |
| 5 | Sep 13, 2024 | Saba Capital Management, L.P. | 13D/A | 7.3% | 488.9K | SEC |
| 6 | Aug 2, 2024 | First Trust Portfolios LP | 13G/A | 3.8% | 256.0K | SEC |
| 7 | Feb 9, 2024 | Morgan Stanley | 13G/A | 6.4% | 431.0K | SEC |
| 8 | Jan 10, 2024 | First Trust Portfolios LP | 13G | 6.3% | 423.7K | SEC |
| 9 | Oct 23, 2023 | Saba Capital Management, L.P. | 13D/A | 8.4% | 568.0K | SEC |
| 10 | Oct 3, 2023 | Saba Capital Management, L.P. | 13D | 8.4% | 568.0K | SEC |
8 more beneficial-ownership filings on Premium
See the full Schedule 13D/13G history for Principal Real Estate Income.
Unlock full historyTop Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Morgan Stanley | 443.1K | $4.26M |
| 2 | Riverbridge Partners LLC | 202.3K | $1.94M |
| 3 | Advisors Asset Management, Inc. | 174.0K | $1.67M |
| 4 | Guggenheim Capital LLC | 119.8K | $1.15M |
| 5 | Closed-End Fund Advisors, Inc. | 81.7K | $785.5K |
| 6 | Evolve Private Wealth, LLC | 70.9K | $681.2K |
| 7 | Raymond James Financial Inc | 60.6K | $582.4K |
| 8 | Osaic Holdings, Inc. | 50.1K | $481.9K |
| 9 | Nwf Advisory Services Inc. | 48.2K | $463.2K |
| 10 | Shaker Financial Services, LLC | 42.6K | $409.6K |