AW
PGZ

ACG Wealth’s Principal Real Estate Income Fund PGZ Stock Holding History

ACG Wealth’s Portfolio PGZ Stock Details PGZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-807
Closed -$10K – 796
2022
Q2 		$10K Buy
+807
New +$11.2K ﹤0.01% 695

Other funds holding PGZ

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
BBL
Beck Bode LLC Dedham, Massachusetts $591M AUM 37.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

ACG Wealth's PGZ Position: Q3 2022 in Review

ACG Wealth sold out of Principal Real Estate Income Fund (PGZ) in Q3 2022, closing a stake of 807 shares — an estimated $10K sold.

ACG Wealth first reported a position in PGZ in Q2 2022 and held it in 1 quarter. The position peaked at $10K in Q2 2022. 30 funds tracked by Wall St. Rank hold PGZ as of Q3 2022.

  • ACG Wealth reported no remaining Principal Real Estate Income Fund position as of Q3 2022 after selling out during the quarter.
  • ACG Wealth sold 807 Principal Real Estate Income Fund shares in Q3 2022, an estimated $10K.
  • ACG Wealth first reported a position in Principal Real Estate Income Fund in Q2 2022 and held it in 1 quarter.
  • ACG Wealth's Principal Real Estate Income Fund position peaked at $10K in Q2 2022.
  • 30 funds tracked by Wall St. Rank held Principal Real Estate Income Fund as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.