PGZ

Principal Real Estate Income Fund PGZ

Individual Beneficiary

Name of reporting person Citizenship or organization Sole voting power Shared voting power Sole dispositive power Shared dispositive power Amount beneficially owned Percent of class Accepted date
First Trust Advisors L.P. The Charger Corporation Illinois, U.S.A. 0 0 217712 256032 3.82 % 02/08/2024
Morgan Stanley Smith Barney LLC Delaware. 0 0 430978 430978 6.4 % 09/02/2024
Morgan Stanley Delaware. 0 0 430978 430978 6.4 % 09/02/2024
First Trust Advisors L.P. The Charger Corporation Illinois, U.S.A. 0 0 348417 423720 6.33 % 10/01/2024
First Trust Advisors L.P. The Charger Corporation Illinois, U.S.A. 0 0 348417 423720 6.33 % 10/01/2024
Morgan Stanley Smith Barney LLC Delaware. 0 0 0 362522 362522 5.3 % 10/02/2023
Morgan Stanley Delaware. 0 0 0 362522 362522 5.3 % 10/02/2023
Morgan Stanley Delaware. 0 0 0 503919 503919 7.4 % 10/02/2022
Morgan Stanley Smith Barney LLC Delaware. 0 0 0 503919 503919 7.4 % 10/02/2022
First Trust Advisors L.P. The Charger Corporation Illinois, U.S.A. 0 0 55593 148182 2.18 % 02/02/2022
Saba Capital Management GP, LLC Delaware 0 363235 0 363235 363235 5.3 % 30/12/2021
Saba Capital Management, L.P. Delaware 0 363235 0 363235 363235 5.3 % 30/12/2021
Boaz R. Weinstein United States 0 363235 0 363235 363235 5.3 % 30/12/2021
Saba Capital Management, L.P. Delaware 0 363235 0 363235 363235 5.3 % 30/12/2021
Saba Capital Management GP, LLC Delaware 0 363235 0 363235 363235 5.3 % 30/12/2021
Boaz R. Weinstein United States 0 363235 0 363235 363235 5.3 % 30/12/2021
First Trust Advisors L.P. The Charger Corporation Illinois, U.S.A. 0 0 0 267020 352999 5.12 % 11/01/2021
First Trust Advisors L.P. The Charger Corporation Illinois, U.S.A. 0 0 0 267020 352999 5.12 % 11/01/2021
First Trust Advisors L.P. The Charger Corporation Illinois, U.S.A. 0 0 0 409867 520750 7.55 % 10/09/2020
First Trust Advisors L.P. The Charger Corporation Illinois, U.S.A. 0 0 0 409867 520750 7.55 % 10/09/2020
First Trust Advisors L.P. The Charger Corporation Illinois, U.S.A. 0 0 0 727653 868398 12.59 % 05/02/2020
First Trust Advisors L.P. The Charger Corporation Illinois, U.S.A. 0 0 0 727653 868398 12.59 % 05/02/2020
First Trust Advisors L.P. The Charger Corporation Illinois, U.S.A. 0 0 0 761930 894213 12.96 % 06/02/2019
First Trust Advisors L.P. The Charger Corporation Illinois, U.S.A. 0 0 0 761930 894213 12.96 % 06/02/2019
First Trust Advisors L.P. The Charger Corporation Illinois, U.S.A. 0 0 0 582662 721008 10.45 % 10/07/2018
First Trust Advisors L.P. The Charger Corporation Illinois, U.S.A. 0 0 0 582662 721008 10.45 % 10/07/2018
First Trust Advisors L.P. The Charger Corporation Illinois, U.S.A. 0 0 0 383190 501725 7.27 % 23/01/2018
First Trust Advisors L.P. The Charger Corporation Illinois, U.S.A. 0 0 0 383190 501725 7.27 % 23/01/2018
First Trust Advisors L.P. The Charger Corporation Illinois, U.S.A. 0 0 0 296329 387011 5.61 % 25/01/2017
First Trust Advisors L.P. The Charger Corporation Illinois, U.S.A. 0 0 0 296329 387011 5.61 % 25/01/2017
First Trust Advisors L.P. The Charger Corporation Illinois, U.S.A. 0 0 0 614278 702164 10.18 % 21/01/2016
First Trust Advisors L.P. The Charger Corporation Illinois, U.S.A. 0 0 0 614278 702164 10.18 % 21/01/2016
First Trust Advisors L.P. The Charger Corporation Illinois, U.S.A. 0 0 0 604336 697169 10.1 % 10/07/2015
First Trust Advisors L.P. The Charger Corporation Illinois, U.S.A. 0 0 0 604336 697169 10.1 % 10/07/2015
First Trust Advisors L.P. The Charger Corporation Illinois, U.S.A. 0 0 0 463386 558299 8.09 % 26/01/2015
First Trust Advisors L.P. The Charger Corporation Illinois, U.S.A. 0 0 0 463386 558299 8.09 % 26/01/2015

Senat trading

Bureau Date de la transaction Date de réception Type Amount Commentaire

Senat Divulgation

Représentant Date de la transaction Date de divulgation Type Amount District