13FBOX
PRINCIPAL REAL ESTATE INCOME · 13F 机构持仓分析
期权收益计算器 机构排行
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PRINCIPAL REAL ESTATE INCOME

PGZ
持有机构数
32
机构合计市值 (Q2 2026)
$1,807.1万
机构合计股数 (Q2 2026)
175.6万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+33.4万股
16 · 3 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-10.9万股
11 · 5 清仓 · ≈
⚖️ 净额
+22.5万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$1,807.1万
持有机构数
32
新买入
3
加仓
13
减仓
6
清仓
5
持股不变
10
历史所有权投资组合占比上一季度占比排名Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#21$503.4万48.9万股$437.1万41.8万股+7.1万股+17.08%加仓
RIVERBRIDGE 合伙人RIVERBRIDGE PARTNERS LLC
0.06%0.05%#3$210.1万20.4万股$194.4万20.2万股+1,871股+0.93%加仓
顾问资产管理Advisors Asset Management, Inc.
0.03%0.03%#7$178.4万17.3万股$167.2万17.4万股-624股-0.36%减仓
古根海姆资本GUGGENHEIM CAPITAL LLC
0.01%0.01%#12$131.9万12.8万股$115.1万12.0万股+8,437股+7.05%加仓
Lido顾问Lido Advisors, LLC
<0.01%<0.01%#16$119.5万11.6万股$11.9万1.2万股+10.4万股+834.94%加仓
J.W.科尔顾问J.W. COLE ADVISORS, INC.
0.02%#9$118.5万11.5万股$00股+11.5万股新买入
Closed-End Fund Advisors, Inc.
0.83%0.8%#1$85.2万8.3万股$78.5万8.2万股+1,091股+1.33%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#24$76.8万7.5万股$58.2万6.1万股+1.4万股+23.17%加仓
EVOLVE PRIVATE WEALTH, LLC
0.04%0.04%#4$67.6万6.6万股$68.1万7.1万股-5,144股-7.26%减仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#20$44.1万4.3万股$48.2万5.0万股-7,319股-14.60%减仓
NWF Advisory Services Inc.
0.04%0.05%#5$41.4万4.0万股$46.3万4.8万股-8,000股-16.60%减仓
第一信托顾问FIRST TRUST ADVISORS LP
<0.01%<0.01%#22$38.1万3.7万股$34.8万3.6万股+782股+2.16%加仓
ROBINSON CAPITAL MANAGEMENT, LLC
0.12%0.11%#2$26.8万2.6万股$26.3万2.6万股00.00%持仓不变
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#27$23.2万2.3万股$12.0万1.3万股+9,988股+79.83%加仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#23$23.1万2.2万股$20.0万2.1万股+1,665股+8.00%加仓
LPL金融LPL Financial LLC
<0.01%<0.01%#26$22.1万2.1万股$18.1万1.9万股+2,584股+13.71%加仓
SeaCrest Wealth Management, LLC
0.02%0.02%#8$20.3万2.0万股$17.8万1.9万股+1,134股+6.11%加仓
Clear Creek Financial Management, LLC
0.01%0.01%#11$19.0万1.8万股$17.8万1.8万股00.00%持仓不变
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#25$14.9万1.5万股$13.9万1.5万股00.00%持仓不变
Private Advisor集团Private Advisor Group, LLC
<0.01%<0.01%#19$13.3万1.3万股$12.4万1.3万股00.00%持仓不变
Shaker Financial Services, LLC
0.04%0.14%#6$11.5万1.1万股$41.0万4.3万股-3.1万股-73.85%减仓
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
0.01%0.01%#13$6.3万6,099股$5.9万6,099股00.00%持仓不变
Investors Research Corp
<0.01%<0.01%#14$2.6万2,500股$2.4万2,500股00.00%持仓不变
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
<0.01%#29$1.8万1,760股$00股+1,760股新买入
瑞银集团UBS Group AG
<0.01%<0.01%#31$1.6万1,509股$1.8万1,918股-409股-21.32%减仓
KERR FINANCIAL PLANNING Corp
0.02%0.02%#10$1.5万1,451股$1.4万1,421股+30股+2.11%加仓
Glass Jacobson Investment Advisors llc
<0.01%<0.01%#15$1.5万1,420股$1.4万1,420股00.00%持仓不变
道明加拿大TD Waterhouse Canada Inc.
<0.01%<0.01%#28$1.0万1,000股$9,8701,000股00.00%持仓不变
Thomas J. Herzfeld Advisors, Inc.
<0.01%<0.01%#17$9,343908股$8,716907股+1股+0.11%加仓
HIGHLINE WEALTH PARTNERS LLC
<0.01%<0.01%#18$5,145500股$4,805500股00.00%持仓不变
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
<0.01%#30$2,233217股$00股+217股新买入
五三银行FIFTH THIRD BANCORP
<0.01%<0.01%#32$24724股$23124股00.00%持仓不变

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