Baird Financial Group’s Principal Real Estate Income Fund PGZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $123K | Buy |
+11,699
| New | +$123K | ﹤0.01% | 1735 |
|
|
2017
Q2 | – | Sell |
-32,499
| Closed | -$570K | – | 1243 |
|
|
2017
Q1 | $570K | Buy |
32,499
+1,039
| +3% | +$18.2K | ﹤0.01% | 921 |
|
|
2016
Q4 | $502K | Buy |
31,460
+1,033
| +3% | +$16.5K | ﹤0.01% | 921 |
|
|
2016
Q3 | $537K | Buy |
30,427
+303
| +1% | +$5.35K | ﹤0.01% | 921 |
|
|
2016
Q2 | $533K | Sell |
30,124
-28,235
| -48% | -$500K | ﹤0.01% | 908 |
|
|
2016
Q1 | $963K | Buy |
58,359
+2,554
| +5% | +$42.1K | 0.01% | 730 |
|
|
2015
Q4 | $931K | Sell |
55,805
-12,905
| -19% | -$215K | 0.01% | 722 |
|
|
2015
Q3 | $1.19M | Sell |
68,710
-2,099
| -3% | -$36.2K | 0.01% | 656 |
|
|
2015
Q2 | $1.32M | Buy |
+70,809
| New | +$1.32M | 0.01% | 664 |
|