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icono de PGZ

Principal Real Estate Income Fund
PGZ

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Morgan Stanley
1
Morgan Stanley
New York
USD 5.03 M +USD 462 k +46,094 +10%
Riverbridge Partners
2
Riverbridge Partners
Minnesota
USD 2.1 M +USD 18.7 k +1,871 +0.9%
Advisors Asset Management
3
Advisors Asset Management
Colorado
USD 1.78 M -USD 6.25 k -624 -0.4%
Guggenheim Capital
4
Guggenheim Capital
Illinois
USD 1.32 M +USD 84.5 k +8,437 +7%
Lido Advisors
5
Lido Advisors
California
USD 1.19 M +USD 1.04 M +103,700 +835%
JWCA
6
J.W. Cole Advisors
Florida
USD 1.18 M +USD 1.15 M +115,141 Nuevas
CEFA
7
Closed-End Fund Advisors
Virginia
USD 852 k +USD 10.9 k +1,091 +1%
Raymond James Financial
8
Raymond James Financial
Florida
USD 768 k +USD 141 k +14,041 +23%
Evolve Private Wealth
9
Evolve Private Wealth
California
USD 676 k -USD 51.5 k -5,144 -7%
Osaic Holdings
10
Osaic Holdings
Arizona
USD 441 k -USD 73.3 k -7,319 -15%
NWF Advisory Services
11
NWF Advisory Services
California
USD 414 k -USD 80.2 k -8,000 -17%
First Trust Advisors
12
First Trust Advisors
Illinois
USD 381 k +USD 7.84 k +782 +2%
RCM
13
Robinson Capital Management
Michigan
USD 268 k – – –
Wells Fargo
14
Wells Fargo
California
USD 232 k +USD 100 k +9,988 +80%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
USD 231 k +USD 16.7 k +1,665 +8%
LPL Financial
16
LPL Financial
California
USD 221 k +USD 25.9 k +2,584 +14%
SeaCrest Wealth Management
17
SeaCrest Wealth Management
New York
USD 203 k +USD 11.4 k +1,134 +6%
Clear Creek Financial Management
18
Clear Creek Financial Management
Washington
USD 190 k – – –
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
USD 149 k – – –
Private Advisor Group
20
Private Advisor Group
New Jersey
USD 133 k – – –
SFS
21
Shaker Financial Services
Virginia
USD 115 k -USD 315 k -31,480 -74%
Blue Bell Private Wealth Management
22
Blue Bell Private Wealth Management
Pennsylvania
USD 62.8 k – – –
IRC
23
Investors Research Corp
Georgia
USD 25.7 k – – –
UBS Group
24
UBS Group
Switzerland
USD 15.5 k -USD 4.1 k -409 -21%
KFP
25
Kerr Financial Planning
California
USD 14.9 k +USD 301 +30 +2%
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