Advisornet Financial’s Principal Real Estate Income Fund PGZ Stock Holding History

Advisornet Financial’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 Q1	–	Sell	-6,934	Closed	-$109K	–	2152
2021 Q4	$109K	Sell	6,934 -1,251	-15%	-$19.3K	0.01%	774
2021 Q3	$120K	Sell	8,185 -2,564	-24%	-$39.4K	0.01%	725
2021 Q2	$163K	Sell	10,749 -1,381	-11%	-$20.7K	0.01%	651
2021 Q1	$164K	Sell	12,130 -1,295	-10%	-$16.8K	0.01%	613
2020 Q4	$164K	Buy	13,425 +1,011	+8%	+$11.2K	0.01%	550
2020 Q3	$133K	Buy	12,414 +1,124	+10%	+$13.1K	0.01%	598
2020 Q2	$136K	Buy	11,290 +1,710	+18%	+$20.7K	0.01%	592
2020 Q1	$116K	Sell	9,580 -2,495	-21%	-$47.8K	0.01%	578
2019 Q4	$255K	Buy	12,075 +8,891	+279%	+$185K	0.02%	457
2019 Q3	$65K	Buy	+3,184	New	+$62.6K	0.01%	805

Other funds holding PGZ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Advisornet Financial's PGZ Position: Q1 2022 in Review

Advisornet Financial sold out of Principal Real Estate Income Fund (PGZ) in Q1 2022, closing a stake of 6,934 shares — an estimated $109K sold.

Advisornet Financial first reported a position in PGZ in Q3 2019 and held it in 10 quarters. The position peaked at $255K in Q4 2019. 26 funds tracked by Wall St. Rank hold PGZ as of Q1 2022.

Advisornet Financial reported no remaining Principal Real Estate Income Fund position as of Q1 2022 after selling out during the quarter.
Advisornet Financial sold 6,934 Principal Real Estate Income Fund shares in Q1 2022, an estimated $109K.
Advisornet Financial first reported a position in Principal Real Estate Income Fund in Q3 2019 and held it in 10 quarters.
Advisornet Financial's Principal Real Estate Income Fund position peaked at $255K in Q4 2019.
26 funds tracked by Wall St. Rank held Principal Real Estate Income Fund as of Q1 2022.

Based on Advisornet Financial's 13F filing for Q1 2022, filed 14 Apr 2022.