PGZ
PRINCIPAL REAL ESTATE INCOME
Institutional Ownership · Q4 2025
Filing: Q4 2025PRINCIPAL REAL ESTATE INCOME (PGZ) is held by 30 institutional investors with combined holdings of $15M. Major holders include MORGAN STANLEY (MS, MS-P, RIVERBRIDGE PARTNERS LLC, Advisors Asset Management.
Institutional Holders
30
Total Value
$15.0M
Ownership %
22.4%
🏦 Top Institutional Holders
MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ)
460.3K shares
$4.6M
6.88% ownership
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