Bulldog Investors’s Principal Real Estate Income Fund PGZ Stock Holding History

Bulldog Investors’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	-189,736	Closed	-$1.98M	–	228
2025 Q3	$1.98M	Sell	189,736 -181,160	-49%	-$1.9M	0.46%	63
2025 Q2	$3.9M	Buy	370,896 +1,500	+0.4%	+$15.4K	0.99%	29
2025 Q1	$3.89M	Hold	369,396	–	–	1.05%	34
2024 Q4	$3.65M	Buy	369,396 +187,471	+103%	+$1.99M	0.95%	34
2024 Q3	$2.04M	Sell	181,925 -133,662	-42%	-$1.44M	0.68%	54
2024 Q2	$3.22M	Buy	315,587 +17,147	+6%	+$172K	1.2%	28
2024 Q1	$3.08M	Sell	298,440 -2,686	-0.9%	-$26.8K	1.02%	35
2023 Q4	$2.85M	Buy	301,126 +111,940	+59%	+$1.01M	0.93%	38
2023 Q3	$1.71M	Buy	189,186 +47,695	+34%	+$452K	0.59%	60
2023 Q2	$1.34M	Buy	+141,491	New	+$1.34M	0.44%	72

Other funds holding PGZ

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

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 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 $1.87B AUM

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

SFS

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

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

Bulldog Investors's PGZ Position: Q4 2025 in Review

Bulldog Investors sold out of Principal Real Estate Income Fund (PGZ) in Q4 2025, closing a stake of 189,736 shares — an estimated $1.98M sold.

Bulldog Investors first reported a position in PGZ in Q2 2023 and held it in 10 quarters. The position peaked at $3.9M in Q2 2025. 34 funds tracked by Wall St. Rank hold PGZ as of Q4 2025.

Bulldog Investors reported no remaining Principal Real Estate Income Fund position as of Q4 2025 after selling out during the quarter.
Bulldog Investors sold 189,736 Principal Real Estate Income Fund shares in Q4 2025, an estimated $1.98M.
Bulldog Investors first reported a position in Principal Real Estate Income Fund in Q2 2023 and held it in 10 quarters.
Bulldog Investors's Principal Real Estate Income Fund position peaked at $3.9M in Q2 2025.
34 funds tracked by Wall St. Rank held Principal Real Estate Income Fund as of Q4 2025.

Based on Bulldog Investors's 13F filing for Q4 2025, filed 13 Feb 2026.