Castle Rock Wealth Management, LLC - PRINCIPAL REAL ESTATE INCOME ownership

PRINCIPAL REAL ESTATE INCOME's ticker is PGZ and the CUSIP is 74255X104. A total of 31 filers reported holding PRINCIPAL REAL ESTATE INCOME in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Castle Rock Wealth Management, LLC ownership history of PRINCIPAL REAL ESTATE INCOME
ValueSharesWeighting
Q4 2021$382,000
-13.2%
25,464
-8.8%
0.16%
+3.3%
Q3 2021$440,000
-24.4%
27,921
-26.0%
0.15%
-29.1%
Q2 2021$582,000
-24.0%
37,725
-28.5%
0.21%
-31.1%
Q1 2021$766,000
+4.1%
52,757
-12.3%
0.31%
+1.0%
Q4 2020$736,000
+42.6%
60,148
+21.6%
0.31%
-9.5%
Q3 2020$516,00049,4700.34%
Other shareholders
PRINCIPAL REAL ESTATE INCOME shareholders Q3 2021
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