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 Q2	–	Sell	-623	Closed	-$5.99K	–	3945
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 $1.89T AUM 35.08% 1-Year Est. Return

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

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

CEFA

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

EPW

Evolve Private Wealth Los Angeles, California $1.64B AUM

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Advisory Services Network's PGZ Position: Q2 2026 in Review

Advisory Services Network sold out of Principal Real Estate Income Fund (PGZ) in Q2 2026, closing a stake of 623 shares — an estimated $5.99K sold.

Advisory Services Network first reported a position in PGZ in Q1 2020 and held it in 11 quarters. The position peaked at $188K in Q2 2021. 30 funds tracked by Wall St. Rank hold PGZ as of Q2 2026.

Advisory Services Network reported no remaining Principal Real Estate Income Fund position as of Q2 2026 after selling out during the quarter.
Advisory Services Network sold 623 Principal Real Estate Income Fund shares in Q2 2026, an estimated $5.99K.
Advisory Services Network first reported a position in Principal Real Estate Income Fund in Q1 2020 and held it in 11 quarters.
Advisory Services Network's Principal Real Estate Income Fund position peaked at $188K in Q2 2021.
30 funds tracked by Wall St. Rank held Principal Real Estate Income Fund as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.