APA
PGZ

American Portfolios Advisors’s Principal Real Estate Income Fund PGZ Stock Holding History

American Portfolios Advisors’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 		$5.52K Hold
500
– – ﹤0.01% 2778
2022
Q2 		$6.45K Hold
500
– – ﹤0.01% 2740
2022
Q1 		$7.86K Buy
+500
New +$7.59K ﹤0.01% 2784

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

American Portfolios Advisors's PGZ Position: Q3 2022 in Review

American Portfolios Advisors held its Principal Real Estate Income Fund (PGZ) position steady in Q3 2022 at 500 shares worth $5.52K. The position accounts for ﹤0.01% of the portfolio, ranked #2778.

American Portfolios Advisors first reported a position in PGZ in Q1 2022 and has held it in 3 quarters since. The position peaked at $7.86K in Q1 2022. 30 funds tracked by Wall St. Rank hold PGZ as of Q3 2022.

  • American Portfolios Advisors held 500 shares of Principal Real Estate Income Fund worth $5.52K as of Q3 2022.
  • American Portfolios Advisors left its Principal Real Estate Income Fund share count unchanged in Q3 2022.
  • Principal Real Estate Income Fund made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #2778 holding.
  • American Portfolios Advisors first reported a position in Principal Real Estate Income Fund in Q1 2022 and has held it in 3 quarters since.
  • American Portfolios Advisors's Principal Real Estate Income Fund position peaked at $7.86K in Q1 2022.
  • 30 funds tracked by Wall St. Rank held Principal Real Estate Income Fund as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.