As of the latest SEC filings, Principal Real Estate Income Fund (PGZ) is held by 3 institutional funds. The largest fund shareholder is Robinson Opportunistic Income Fund (RBNAX), holding an estimated $247,534.38 in market value, representing 2.32% of its portfolio.
Funds holding Principal Real Estate Income Fund (PGZ)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- PGZ
- CIK:
- 0001557523
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
RBNAX
Robinson Opportunistic Income Fund
|
MF | Independent / Boutique | 2.32% | $247,534.38 | 25,758 | Mar 31, 2026 | May 21, 2026 |
|
-
Multi-Hedge Strategies Fund
|
ETF | Independent / Boutique | 0.14% | $35,384.02 | 3,682 | Mar 31, 2026 | Jun 1, 2026 |
|
RYIMX
Guggenheim Multi-Hedge Strategies Fund
|
MF | Independent / Boutique | 0.14% | $13,098.43 | 1,363 | Mar 31, 2026 | Jun 1, 2026 |
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