PGZ

PRINCIPAL REAL ESTATE INCOME

Institutional Ownership · Q4 2025

Filing: Q4 2025

PRINCIPAL REAL ESTATE INCOME (PGZ) is held by 30 institutional investors with combined holdings of $15M. Major holders include MORGAN STANLEY, RIVERBRIDGE PARTNERS LLC, Advisors Asset Management.

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Institutional Holders

Total Value

$15.0M

Ownership %

22.4%

🏦 Top Institutional Holders

RIVERBRIDGE PARTNERS LLC

187.2K shares

$1.9M

2.80% ownership

Advisors Asset Management, Inc.

175.0K shares

$1.8M

2.61% ownership

J.W. COLE ADVISORS, INC.

112.8K shares

$1.1M

1.69% ownership

Closed-End Fund Advisors, Inc.

82.6K shares

$826.8K

1.23% ownership

📊 Financials

Income statement, balance sheet, and cash flow from SEC filings.

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