CT
PGZ

Cambridge Trust’s Principal Real Estate Income Fund PGZ Stock Holding History

Cambridge Trust’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
-245
Closed -$3K – 857
2022
Q3 		$3K Buy
+245
New +$3.13K ﹤0.01% 756

Other funds holding PGZ

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $140B AUM 27.84% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Cambridge Trust's PGZ Position: Q4 2022 in Review

Cambridge Trust sold out of Principal Real Estate Income Fund (PGZ) in Q4 2022, closing a stake of 245 shares — an estimated $3K sold.

Cambridge Trust first reported a position in PGZ in Q3 2022 and held it in 1 quarter. The position peaked at $3K in Q3 2022. 29 funds tracked by Wall St. Rank hold PGZ as of Q4 2022.

  • Cambridge Trust reported no remaining Principal Real Estate Income Fund position as of Q4 2022 after selling out during the quarter.
  • Cambridge Trust sold 245 Principal Real Estate Income Fund shares in Q4 2022, an estimated $3K.
  • Cambridge Trust first reported a position in Principal Real Estate Income Fund in Q3 2022 and held it in 1 quarter.
  • Cambridge Trust's Principal Real Estate Income Fund position peaked at $3K in Q3 2022.
  • 29 funds tracked by Wall St. Rank held Principal Real Estate Income Fund as of Q4 2022.

Based on Cambridge Trust's 13F filing for Q4 2022, filed 10 Jan 2023.