Principal Real Estate Income Fund · Ownership · TradingHolo

Principal Real Estate Income Fund · Ownership · TradingHolo

Insider activity

Open-market trades from Form 4 filings

Insiders bought $103.49K and sold $0 in the filings shown.

Date	Name	Role	Type	Shares	Value
Mon, 10 Nov 2025	Spahr Laton	other	P-Purchase	5,488	$56.75K
Mon, 10 Nov 2025	Spahr Laton	other	P-Purchase	4,512	$46.74K

Institutional holders

From 13F filings · Tue, 30 Jun 2026

Holder	Shares	% out	Change
MORGAN STANLEY	489,242	7.3%	+46,094
RIVERBRIDGE PARTNERS LLC	204,139	3.0%	+1,871
Advisors Asset Management, Inc.	173,375	2.6%	−624
GUGGENHEIM CAPITAL LLC	128,189	1.9%	+8,437
Lido Advisors, LLC	116,120	1.7%	+103,700
J.W. COLE ADVISORS, INC.	115,141	1.7%	—
Closed-End Fund Advisors, Inc.	82,825	1.2%	+1,091
RAYMOND JAMES FINANCIAL INC	74,647	1.1%	+14,041
EVOLVE PRIVATE WEALTH, LLC	65,743	1.0%	−5,144
OSAIC HOLDINGS, INC.	42,826	0.6%	−7,319
NWF Advisory Services Inc.	40,200	0.6%	−8,000
FIRST TRUST ADVISORS LP	37,025	0.6%	+782
ROBINSON CAPITAL MANAGEMENT, LLC	26,088	0.4%	+0
WELLS FARGO & COMPANY/MN	22,500	0.3%	+9,988
Cetera Investment Advisers	22,488	0.3%	+1,665

Float 6,656,482 · outstanding 6,694,110