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

Avantax Advisory Services’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
2023 Q3	–	Sell	-21,501	Closed	-$203K	–	1604
2023 Q2	$203K	Sell	21,501 -17,356	-45%	-$164K	﹤0.01%	1395
2023 Q1	$368K	Buy	38,857 +1,140	+3%	+$12.2K	﹤0.01%	1040
2022 Q4	$390K	Buy	37,717 +961	+3%	+$10.5K	0.01%	981
2022 Q3	$406K	Buy	36,756 +921	+3%	+$11.8K	0.01%	875
2022 Q2	$462K	Sell	35,835 -2,320	-6%	-$32.1K	0.01%	820
2022 Q1	$599K	Buy	+38,155	New	+$579K	0.01%	723

Other funds holding PGZ

SCM

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

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

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

Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 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

CCP

Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return

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

NAS

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

Avantax Advisory Services's PGZ Position: Q3 2023 in Review

Avantax Advisory Services sold out of Principal Real Estate Income Fund (PGZ) in Q3 2023, closing a stake of 21,501 shares — an estimated $203K sold.

Avantax Advisory Services first reported a position in PGZ in Q1 2022 and held it in 6 quarters. The position peaked at $599K in Q1 2022. 26 funds tracked by Wall St. Rank hold PGZ as of Q3 2023.

Avantax Advisory Services reported no remaining Principal Real Estate Income Fund position as of Q3 2023 after selling out during the quarter.
Avantax Advisory Services sold 21,501 Principal Real Estate Income Fund shares in Q3 2023, an estimated $203K.
Avantax Advisory Services first reported a position in Principal Real Estate Income Fund in Q1 2022 and held it in 6 quarters.
Avantax Advisory Services's Principal Real Estate Income Fund position peaked at $599K in Q1 2022.
26 funds tracked by Wall St. Rank held Principal Real Estate Income Fund as of Q3 2023.

Based on Avantax Advisory Services's 13F filing for Q3 2023, filed 8 Nov 2023.