Shaker Financial Services, LLC - PRINCIPAL REAL ESTATE INCOME ownership

PRINCIPAL REAL ESTATE INCOME's ticker is PGZ and the CUSIP is 74255X104. A total of 26 filers reported holding PRINCIPAL REAL ESTATE INCOME in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Shaker Financial Services, LLC ownership history of PRINCIPAL REAL ESTATE INCOME
ValueSharesWeighting
Q2 2023$107,040
-82.8%
11,315
-82.8%
0.05%
-82.7%
Q1 2023$621,797
+79.8%
65,729
+96.8%
0.27%
+67.9%
Q4 2022$345,752
-56.1%
33,406
-33.0%
0.16%
-41.7%
Q4 2021$787,000
-22.1%
49,871
-27.4%
0.28%
-31.2%
Q3 2021$1,010,000
+49.2%
68,735
+54.0%
0.40%
+61.0%
Q2 2021$677,000
+141.8%
44,630
+115.2%
0.25%
+124.1%
Q1 2021$280,000
-16.9%
20,740
-25.6%
0.11%
-50.9%
Q1 2020$337,000
+40.4%
27,859
+139.2%
0.23%
+86.9%
Q3 2019$240,000
-29.2%
11,648
-40.7%
0.12%
-25.2%
Q3 2018$339,000
-60.8%
19,645
-61.9%
0.16%
-60.9%
Q1 2018$864,000
-11.8%
51,623
-9.5%
0.42%
-9.9%
Q4 2017$980,000
+415.8%
57,030
+378.3%
0.46%
+309.7%
Q4 2016$190,000
-45.9%
11,924
-40.0%
0.11%
-50.9%
Q3 2016$351,000
-6.9%
19,885
-13.0%
0.23%
-16.1%
Q1 2016$377,000
-48.6%
22,844
-48.1%
0.27%
-46.2%
Q4 2015$734,00043,9910.51%
Other shareholders
PRINCIPAL REAL ESTATE INCOME shareholders Q3 2023
NameSharesValueWeighting ↓
ROBINSON CAPITAL MANAGEMENT, LLC 122,759$2,116,0000.63%
Shaker Financial Services, LLC 19,645$339,0000.16%
DOLIVER ADVISORS, LP 17,594$303,0000.12%
Intellectus Partners, LLC 18,883$326,0000.11%
Thomas J. Herzfeld Advisors, Inc. 14,683$253,0000.09%
SeaCrest Wealth Management, LLC 3,217$55,0000.01%
Advisor Group, Inc. 33,720$581,0000.01%
FIRST TRUST ADVISORS LP 141,549$2,440,0000.01%
GUGGENHEIM CAPITAL LLC 47,704$822,0000.01%
Carroll Financial Associates, Inc. 2,700$46,0000.01%
View complete list of PRINCIPAL REAL ESTATE INCOME shareholders