Alpine Woods Capital Investors’s Principal Real Estate Income Fund PGZ Stock Holding History

Alpine Woods Capital Investors’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
2020 Q4	–	Sell	-20,000	Closed	-$214K	–	238
2020 Q3	$214K	Hold	20,000	–	–	0.03%	224
2020 Q2	$240K	Hold	20,000	–	–	0.05%	229
2020 Q1	$242K	Hold	20,000	–	–	0.05%	225
2019 Q4	$422K	Hold	20,000	–	–	0.08%	194
2019 Q3	$411K	Hold	20,000	–	–	0.08%	183
2019 Q2	$381K	Hold	20,000	–	–	0.08%	206
2019 Q1	$373K	Hold	20,000	–	–	0.08%	203
2018 Q4	$331K	Buy	+20,000	New	+$339K	0.08%	204

Other funds holding PGZ

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

Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return

Quantedge Capital Singapore $132M AUM 56.43% 1-Year Est. Return

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

CRC

Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return

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

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

CRWM

Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return

LCM

Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return

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

Alpine Woods Capital Investors's PGZ Position: Q4 2020 in Review

Alpine Woods Capital Investors sold out of Principal Real Estate Income Fund (PGZ) in Q4 2020, closing a stake of 20,000 shares — an estimated $214K sold.

Alpine Woods Capital Investors first reported a position in PGZ in Q4 2018 and held it in 8 quarters. The position peaked at $422K in Q4 2019. 36 funds tracked by Wall St. Rank hold PGZ as of Q4 2020.

Alpine Woods Capital Investors reported no remaining Principal Real Estate Income Fund position as of Q4 2020 after selling out during the quarter.
Alpine Woods Capital Investors sold 20,000 Principal Real Estate Income Fund shares in Q4 2020, an estimated $214K.
Alpine Woods Capital Investors first reported a position in Principal Real Estate Income Fund in Q4 2018 and held it in 8 quarters.
Alpine Woods Capital Investors's Principal Real Estate Income Fund position peaked at $422K in Q4 2019.
36 funds tracked by Wall St. Rank held Principal Real Estate Income Fund as of Q4 2020.

Based on Alpine Woods Capital Investors's 13F filing for Q4 2020, filed 1 Feb 2021.