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 71,649$1,849,0000.89%
Matisse Capital 65,982$1,134,0000.52%
Shaker Financial Services, LLC 57,030$980,0000.46%
DOLIVER ADVISORS, LP 45,643$785,0000.31%
Thomas J. Herzfeld Advisors, Inc. 21,325$367,0000.14%
Intellectus Partners, LLC 6,895$119,0000.04%
6 Meridian 14,559$250,0000.03%
SeaCrest Wealth Management, LLC 3,864$66,0000.01%
BB&T SECURITIES, LLC 47,961$824,0000.01%
Advisor Group, Inc. 34,320$590,0000.01%
View complete list of PRINCIPAL REAL ESTATE INCOME shareholders