GREAT VALLEY ADVISOR GROUP, INC. - PRINCIPAL REAL ESTATE INCOME ownership

PRINCIPAL REAL ESTATE INCOME's ticker is PGZ and the CUSIP is 74255X104. A total of 35 filers reported holding PRINCIPAL REAL ESTATE INCOME in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
GREAT VALLEY ADVISOR GROUP, INC. ownership history of PRINCIPAL REAL ESTATE INCOME
ValueSharesWeighting
Q3 2023$144,480
-4.5%
16,0000.0%0.01%0.0%
Q2 2023$151,3600.0%16,0000.0%0.01%
-14.3%
Q1 2023$151,360
-8.6%
16,0000.0%0.01%
-12.5%
Q4 2022$165,600
-6.4%
16,0000.0%0.01%
-20.0%
Q3 2022$177,000
-14.1%
16,0000.0%0.01%
-9.1%
Q2 2022$206,000
-18.3%
16,0000.0%0.01%
-26.7%
Q1 2022$252,000
-0.4%
16,0000.0%0.02%
-6.2%
Q4 2021$253,000
+7.7%
16,0000.0%0.02%0.0%
Q3 2021$235,000
-3.3%
16,0000.0%0.02%
-11.1%
Q2 2021$243,000
+12.5%
16,0000.0%0.02%
-14.3%
Q1 2021$216,000
+10.8%
16,0000.0%0.02%
+5.0%
Q4 2020$195,000
+14.0%
16,0000.0%0.02%
-4.8%
Q3 2020$171,000
-12.8%
16,000
-2.0%
0.02%
-34.4%
Q2 2020$196,000
-1.0%
16,3250.0%0.03%
-38.5%
Q1 2020$198,000
-42.6%
16,3250.0%0.05%
-32.5%
Q4 2019$345,000
+2.7%
16,3250.0%0.08%
-4.9%
Q3 2019$336,000
+8.0%
16,3250.0%0.08%
+3.8%
Q2 2019$311,000
+2.3%
16,3250.0%0.08%
-19.6%
Q1 2019$304,000
+12.6%
16,3250.0%0.10%
-4.0%
Q4 2018$270,00016,3250.10%
Other shareholders
PRINCIPAL REAL ESTATE INCOME shareholders Q1 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