BW
PGZ

Boaz Weinstein’s Principal Real Estate Income Fund PGZ Stock Holding History

Boaz Weinstein’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
2025
Q4 		– Sell
-132,451
Closed -$1.39M – 388
2025
Q3 		$1.39M Sell
132,451
-229,253
-63% -$2.4M 0.04% 176
2025
Q2 		$3.81M Sell
361,704
-62,520
-15% -$643K 0.09% 121
2025
Q1 		$4.47M Buy
424,224
+22,461
+6% +$232K 0.12% 80
2024
Q4 		$3.97M Sell
401,763
-47,744
-11% -$507K 0.09% 93
2024
Q3 		$5.02M Sell
449,507
-118,501
-21% -$1.27M 0.1% 105
2024
Q2 		$5.8M Hold
568,008
– – 0.1% 106
2024
Q1 		$5.87M Hold
568,008
– – 0.1% 111
2023
Q4 		$5.37M Hold
568,008
– – 0.11% 143
2023
Q3 		$5.13M Sell
568,008
-53,164
-9% -$504K 0.12% 142
2023
Q2 		$5.88M Buy
621,172
+4,653
+0.8% +$44K 0.15% 139
2023
Q1 		$5.83M Sell
616,519
-50,424
-8% -$541K 0.11% 236
2022
Q4 		$6.9M Buy
666,943
+168,334
+34% +$1.84M 0.09% 342
2022
Q3 		$5.5M Buy
498,609
+34,203
+7% +$438K 0.06% 499
2022
Q2 		$5.99M Buy
464,406
+34,604
+8% +$478K 0.07% 472
2022
Q1 		$6.76M Buy
429,802
+63,082
+17% +$958K 0.1% 362
2021
Q4 		$5.79M Buy
366,720
+278,616
+316% +$4.29M 0.09% 332
2021
Q3 		$1.29M Buy
+88,104
New +$1.36M 0.03% 414

Other funds holding PGZ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RP
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
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Boaz Weinstein's PGZ Position: Q4 2025 in Review

Boaz Weinstein sold out of Principal Real Estate Income Fund (PGZ) in Q4 2025, closing a stake of 132,451 shares — an estimated $1.39M sold.

Boaz Weinstein first reported a position in PGZ in Q3 2021 and held it in 17 quarters. The position peaked at $6.9M in Q4 2022. 34 funds tracked by Wall St. Rank hold PGZ as of Q4 2025.

  • Boaz Weinstein reported no remaining Principal Real Estate Income Fund position as of Q4 2025 after selling out during the quarter.
  • Boaz Weinstein sold 132,451 Principal Real Estate Income Fund shares in Q4 2025, an estimated $1.39M.
  • Boaz Weinstein first reported a position in Principal Real Estate Income Fund in Q3 2021 and held it in 17 quarters.
  • Boaz Weinstein's Principal Real Estate Income Fund position peaked at $6.9M in Q4 2022.
  • 34 funds tracked by Wall St. Rank held Principal Real Estate Income Fund as of Q4 2025.

Based on Saba Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.