Funds holding Principal Real Estate Income Fd
2 funds declare a position · 0 ETFs and 2 other funds · 48.5K $ · US74255X1046
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | Multi-Hedge Strategies Fund Rydex Variable Trust | 3,682 | 35.4K $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| 2 | Guggenheim Multi-Hedge Strategies Fund Rydex Series Funds | 1,363 | 13.1K $ | 0.14 % | as of Mar 31, 2026 · Original filing |
Institutional managers
34 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| MORGAN STANLEY | 443,148 | 4.3M $ | as of Mar 31, 2026 |
| RIVERBRIDGE PARTNERS LLC | 202,268 | 1.9M $ | as of Mar 31, 2026 |
| Advisors Asset Management, Inc. | 173,999 | 1.7M $ | as of Mar 31, 2026 |
| GUGGENHEIM CAPITAL LLC | 119,752 | 1.2M $ | as of Mar 31, 2026 |
| Closed-End Fund Advisors, Inc. | 81,734 | 785.5K $ | as of Mar 31, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | 70,887 | 681.2K $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 60,606 | 582.4K $ | as of Mar 31, 2026 |
| OSAIC HOLDINGS, INC. | 50,145 | 481.9K $ | as of Mar 31, 2026 |
| NWF Advisory Services Inc. | 48,200 | 463.2K $ | as of Mar 31, 2026 |
| Shaker Financial Services, LLC | 42,626 | 409.6K $ | as of Mar 31, 2026 |
| FIRST TRUST ADVISORS LP | 36,243 | 348.3K $ | as of Mar 31, 2026 |
| ROBINSON CAPITAL MANAGEMENT, LLC | 26,088 | 263.5K $ | as of Mar 31, 2026 |
| Cetera Investment Advisers | 20,823 | 200.1K $ | as of Mar 31, 2026 |
| LPL Financial LLC | 18,849 | 181.1K $ | as of Mar 31, 2026 |
| SeaCrest Wealth Management, LLC | 18,556 | 178.3K $ | as of Mar 31, 2026 |
| Clear Creek Financial Management, LLC | 18,475 | 177.5K $ | as of Mar 31, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | 18,174 | 174.7K $ | as of Mar 31, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | 14,500 | 139.3K $ | as of Mar 31, 2026 |
| RFG Advisory, LLC | 13,774 | 132.4K $ | as of Mar 31, 2026 |
| Private Advisor Group, LLC | 12,950 | 124.5K $ | as of Mar 31, 2026 |
| WELLS FARGO & COMPANY/MN | 12,512 | 120.2K $ | as of Mar 31, 2026 |
| Lido Advisors, LLC | 12,420 | 119.4K $ | as of Mar 31, 2026 |
| UHLMANN PRICE SECURITIES, LLC | 11,926 | 114.6K $ | as of Mar 31, 2026 |
| Integrity Advisory Solutions, LLC | 11,325 | 108.8K $ | as of Mar 31, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 6,099 | 58.6K $ | as of Mar 31, 2026 |