Who Owns PRINCIPAL REAL ESTATE IN (PGZ)? -- Institutional Holders (2026-06-30)

35 institutions reported holding $18.1M of PRINCIPAL REAL ESTATE IN (PGZ) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($5.0M), RIVERBRIDGE PARTNERS LLC ($2.1M), Advisors Asset Management, Inc. ($1.8M), GUGGENHEIM CAPITAL LLC ($1.3M), Lido Advisors, LLC ($1.2M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	MORGAN STANLEY	$5.0M	489,242	Added
2	RIVERBRIDGE PARTNERS LLC	$2.1M	204,139	Added
3	Advisors Asset Management, Inc.	$1.8M	173,375	Trimmed
4	GUGGENHEIM CAPITAL LLC	$1.3M	128,189	Added
5	Lido Advisors, LLC	$1.2M	116,120	Added
6	J.W. COLE ADVISORS, INC.	$1.2M	115,141	New
7	Closed-End Fund Advisors, Inc.	$852,270	82,825	Added
8	RAYMOND JAMES FINANCIAL INC	$768,114	74,647	Added
9	EVOLVE PRIVATE WEALTH, LLC	$676,495	65,743	Trimmed
10	OSAIC HOLDINGS, INC.	$440,683	42,826	Trimmed
11	NWF Advisory Services Inc.	$413,658	40,200	Trimmed
12	FIRST TRUST ADVISORS LP	$380,986	37,025	Added
13	ROBINSON CAPITAL MANAGEMENT, LLC	$268,446	26,088	Hold
14	WELLS FARGO & COMPANY/MN	$231,529	22,500	Added
15	Cetera Investment Advisers	$231,401	22,488	Added
16	LPL Financial LLC	$220,548	21,433	Added
17	SeaCrest Wealth Management, LLC	$202,610	19,690	Added
18	Clear Creek Financial Management, LLC	$190,108	18,475	Hold
19	COMMONWEALTH EQUITY SERVICES, LLC	$149,200	14,500	Hold
20	Private Advisor Group, LLC	$133,257	12,950	Hold
21	Shaker Financial Services, LLC	$114,693	11,146	Trimmed
22	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	$62,759	6,099	Hold
23	Investors Research Corp	$25,725	2,500	Hold
24	UBS Group AG	$15,528	1,509	Trimmed
25	KERR FINANCIAL PLANNING Corp	$14,931	1,451	Added

来源：SEC 13F 申报文件 · 截至 2026-06-30