Public ownership evidence

PRINCIPAL REAL ESTATE INCOME FUND (PGZ) Ownership Disclosures

Read PGZ insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

PRINCIPAL REAL ESTATE INCOME FUND: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Advisors Asset Management, Inc.
Report period
2020-06-30
Available
2026-08-28
Reported shares
5,465
Value (USD)
$65,689
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001999371-26-018935
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read PGZ fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read PGZ fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Advisors Asset Management, Inc.2020-06-302026-08-285,465$65,689None
Advisors Asset Management, Inc.2020-12-312026-08-272,728$33,000None
Advisors Asset Management, Inc.2021-03-312026-08-271,049$14,167None
Advisors Asset Management, Inc.2021-06-302026-08-27366$6,000None
Advisors Asset Management, Inc.2020-09-302026-08-274,628$49,566None
Advisors Asset Management, Inc.2025-09-302026-08-27151,374$1,583,372None
Advisors Asset Management, Inc.2019-12-312026-08-265,706$120,511None
Advisors Asset Management, Inc.2025-12-312026-08-22175,038$1,752,130None
Advisors Asset Management, Inc.2020-03-312026-08-225,841$70,735None
Advisors Asset Management, Inc.2019-03-312026-08-191,232$22,977None
Advisors Asset Management, Inc.2019-09-302026-08-194,091$84,152None
Advisors Asset Management, Inc.2019-06-302026-08-192,111$40,236None
Advisors Asset Management, Inc.2026-06-302026-08-15173,375$1,784,029None
OSAIC HOLDINGS, INC.2026-06-302026-08-15500$5,145None
OSAIC HOLDINGS, INC.2026-06-302026-08-1542,326$435,538None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1574,647$768,114None
WELLS FARGO & COMPANY/MN2026-06-302026-08-1522,500$231,529None
Advisors Asset Management, Inc.2018-12-312026-08-14786$13,000None
UBS Group AG2026-06-302026-08-141,509$15,528None
MORGAN STANLEY2026-06-302026-08-14489,242$5,034,300None
EVOLVE PRIVATE WEALTH, LLC2026-06-302026-08-1365,743$676,495None
Integrated Wealth Concepts LLC2026-06-302026-08-13217$2,233None
Cetera Investment Advisers2026-06-302026-08-1322,488$231,401None
GUGGENHEIM CAPITAL LLC2026-06-302026-08-13123,654$1,272,400None
GUGGENHEIM CAPITAL LLC2026-06-302026-08-134,535$46,665None
ROBINSON CAPITAL MANAGEMENT, LLC2026-06-302026-08-1326,088$268,446None
FIRST TRUST ADVISORS LP2026-06-302026-08-1237,025$380,986None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-121,760$18,110None
Thomas J. Herzfeld Advisors, Inc.2026-06-302026-08-11908$9,343None
LPL Financial LLC2026-06-302026-08-0821,433$220,548None
Lido Advisors, LLC2026-06-302026-08-08116,120$1,194,877None
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC2026-06-302026-08-076,099$62,759None
FIFTH THIRD BANCORP2026-06-302026-08-0624$247None
Glass Jacobson Investment Advisors llc2026-06-302026-07-311,420$14,612None
NWF Advisory Services Inc.2026-06-302026-07-3040,200$413,658None
COMMONWEALTH EQUITY SERVICES, LLC2026-06-302026-07-3014,500$149,200None
Clear Creek Financial Management, LLC2026-06-302026-07-2918,475$190,108None
TD Waterhouse Canada Inc.2026-06-302026-07-281,000$10,270None
Private Advisor Group, LLC2026-06-302026-07-2812,950$133,257None
Closed-End Fund Advisors, Inc.2026-06-302026-07-2882,825$852,270None
J.W. COLE ADVISORS, INC.2026-06-302026-07-22115,141$1,184,797None
HIGHLINE WEALTH PARTNERS LLC2026-06-302026-07-16500$5,145None
Shaker Financial Services, LLC2026-06-302026-07-1611,146$114,693None

90-day public filing window, up to 50 source positions.

Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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