BBL
PGZ

Beck Bode LLC’s Principal Real Estate Income Fund PGZ Stock Holding History

Beck Bode LLC’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
Q4 		– Sell
-119,718
Closed -$1.32M – 238
2022
Q3 		$1.32M Buy
119,718
+3,367
+3% +$43.1K 0.29% 79
2022
Q2 		$1.5M Buy
+116,351
New +$1.61M 0.32% 67

Other funds holding PGZ

SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Beck Bode LLC's PGZ Position: Q4 2022 in Review

Beck Bode LLC sold out of Principal Real Estate Income Fund (PGZ) in Q4 2022, closing a stake of 119,718 shares — an estimated $1.32M sold.

Beck Bode LLC first reported a position in PGZ in Q2 2022 and held it in 2 quarters. The position peaked at $1.5M in Q2 2022. 29 funds tracked by Wall St. Rank hold PGZ as of Q4 2022.

  • Beck Bode LLC reported no remaining Principal Real Estate Income Fund position as of Q4 2022 after selling out during the quarter.
  • Beck Bode LLC sold 119,718 Principal Real Estate Income Fund shares in Q4 2022, an estimated $1.32M.
  • Beck Bode LLC first reported a position in Principal Real Estate Income Fund in Q2 2022 and held it in 2 quarters.
  • Beck Bode LLC's Principal Real Estate Income Fund position peaked at $1.5M in Q2 2022.
  • 29 funds tracked by Wall St. Rank held Principal Real Estate Income Fund as of Q4 2022.

Based on Beck Bode LLC's 13F filing for Q4 2022, filed 8 Feb 2023.