PRINCIPAL REAL ESTATE INCOME
| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) | Type |
|---|---|---|---|---|---|---|---|
| RIVERBRIDGE PARTNERS LLC | 187,204 | 202,268 | +15,064 | 0.04 | 0.05 | +0.01 | buy |
| NWF Advisory Services Inc. | 45,700 | 48,200 | +2,500 | 0.05 | 0.05 | +0.00 | buy |
| Clear Creek Financial Management, LLC | 17,825 | 18,475 | +650 | 0.01 | 0.01 | -0.00 | buy |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 5,847 | 6,099 | +252 | 0.01 | 0.01 | -0.00 | buy |
| Thomas J. Herzfeld Advisors, Inc. | 992 | 907 | -85 | 0.00 | 0.00 | -0.00 | sell |
| SeaCrest Wealth Management, LLC | 19,297 | 18,556 | -741 | 0.02 | 0.02 | -0.00 | sell |
| UHLMANN PRICE SECURITIES, LLC | 13,372 | 11,926 | -1,446 | 0.08 | 0.01 | -0.07 | sell |
| Shaker Financial Services, LLC | 50,826 | 42,626 | -8,200 | 0.16 | 0.14 | -0.02 | sell |
| ROBINSON CAPITAL MANAGEMENT, LLC | 51,088 | 26,088 | -25,000 | 0.21 | 0.12 | -0.10 | sell |