Advisory Services Network’s Principal Real Estate Income Fund PGZ Stock Holding History

Advisory Services Network’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
2026 Q1	$5.99K	Buy	+623	New	+$6.31K	﹤0.01%	3774
2025 Q4	–	Sell	-1,292	Closed	-$13.5K	–	3580
2025 Q3	$13.5K	Buy	+1,292	New	+$13.5K	﹤0.01%	3140
2024 Q1	–	Sell	-7,415	Closed	-$70.1K	–	3044
2023 Q4	$70.1K	Buy	+7,415	New	+$67.2K	﹤0.01%	1834
2023 Q2	–	Sell	-7,237	Closed	-$68.5K	–	3029
2023 Q1	$68.5K	Hold	7,237	–	–	﹤0.01%	1850
2022 Q4	$74.9K	Buy	+7,237	New	+$78.9K	﹤0.01%	1756
2021 Q3	–	Sell	-12,422	Closed	-$188K	–	2715
2021 Q2	$188K	Sell	12,422 -1,262	-9%	-$18.9K	0.01%	1298
2021 Q1	$185K	Sell	13,684 -143	-1%	-$1.85K	0.01%	1198
2020 Q4	$169K	Buy	13,827 +2,533	+22%	+$28.2K	0.01%	1116
2020 Q3	$121K	Buy	11,294 +1,022	+10%	+$11.9K	0.01%	1167
2020 Q2	$123K	Buy	10,272 +5,662	+123%	+$68.5K	0.01%	988
2020 Q1	$56K	Buy	+4,610	New	+$88.4K	﹤0.01%	1330

Other funds holding PGZ

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

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

CEFA

Closed-End Fund Advisors Richmond, Virginia $102M AUM

EPW

Evolve Private Wealth Los Angeles, California $1.87B AUM

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

NAS

NWF Advisory Services Los Angeles, California $1.06B AUM 48.27% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Advisory Services Network's PGZ Position: Q1 2026 in Review

Advisory Services Network opened a new position in Principal Real Estate Income Fund (PGZ) in Q1 2026: 623 shares worth $5.99K. The stake represents ﹤0.01% of the portfolio and ranks #3774 among its holdings. This is a return to the name: Advisory Services Network previously reported a position in PGZ as recently as Q3 2025.

Advisory Services Network first reported a position in PGZ in Q1 2020 and has held it in 11 quarters since. The position peaked at $188K in Q2 2021. 34 funds tracked by Wall St. Rank hold PGZ as of Q1 2026.

Advisory Services Network held 623 shares of Principal Real Estate Income Fund worth $5.99K as of Q1 2026.
Principal Real Estate Income Fund was a new Advisory Services Network position in Q1 2026.
Principal Real Estate Income Fund made up ﹤0.01% of Advisory Services Network's portfolio in Q1 2026, its #3774 holding.
Advisory Services Network first reported a position in Principal Real Estate Income Fund in Q1 2020 and has held it in 11 quarters since.
Advisory Services Network's Principal Real Estate Income Fund position peaked at $188K in Q2 2021.
34 funds tracked by Wall St. Rank held Principal Real Estate Income Fund as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.