Baird Financial Group’s Principal Real Estate Income Fund PGZ Stock Holding History

Baird Financial Group’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 Q1	–	Sell	-17,970	Closed	-$180K	–	1894
2025 Q4	$180K	Buy	17,970 +1,486	+9%	+$15.2K	﹤0.01%	1741
2025 Q3	$172K	Buy	16,484 +4,785	+41%	+$50.1K	﹤0.01%	1745
2025 Q2	$123K	Buy	+11,699	New	+$120K	﹤0.01%	1735
2017 Q2	–	Sell	-32,499	Closed	-$570K	–	1243
2017 Q1	$570K	Buy	32,499 +1,039	+3%	+$17.3K	﹤0.01%	921
2016 Q4	$502K	Buy	31,460 +1,033	+3%	+$16.9K	﹤0.01%	921
2016 Q3	$537K	Buy	30,427 +303	+1%	+$5.37K	﹤0.01%	921
2016 Q2	$533K	Sell	30,124 -28,235	-48%	-$486K	﹤0.01%	908
2016 Q1	$963K	Buy	58,359 +2,554	+5%	+$40.1K	0.01%	730
2015 Q4	$931K	Sell	55,805 -12,905	-19%	-$219K	0.01%	722
2015 Q3	$1.19M	Sell	68,710 -2,099	-3%	-$37.3K	0.01%	656
2015 Q2	$1.31M	Buy	+70,809	New	+$1.38M	0.01%	664

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

CEFA

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

EPW

Evolve Private Wealth Los Angeles, California $1.64B AUM

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

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

NAS

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

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Baird Financial Group's PGZ Position: Q1 2026 in Review

Baird Financial Group sold out of Principal Real Estate Income Fund (PGZ) in Q1 2026, closing a stake of 17,970 shares — an estimated $180K sold.

Baird Financial Group first reported a position in PGZ in Q2 2015 and held it in 11 quarters. The position peaked at $1.31M in Q2 2015. 34 funds tracked by Wall St. Rank hold PGZ as of Q1 2026.

Baird Financial Group reported no remaining Principal Real Estate Income Fund position as of Q1 2026 after selling out during the quarter.
Baird Financial Group sold 17,970 Principal Real Estate Income Fund shares in Q1 2026, an estimated $180K.
Baird Financial Group first reported a position in Principal Real Estate Income Fund in Q2 2015 and held it in 11 quarters.
Baird Financial Group's Principal Real Estate Income Fund position peaked at $1.31M in Q2 2015.
34 funds tracked by Wall St. Rank held Principal Real Estate Income Fund as of Q1 2026.

Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.