Cardan Capital Partners’s Principal Real Estate Income Fund PGZ Stock Holding History

Cardan Capital Partners’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
2020 Q1	–	Sell	-46,970	Closed	-$992K	–	215
2019 Q4	$992K	Sell	46,970 -687	-1%	-$14.3K	0.13%	110
2019 Q3	$980K	Sell	47,657 -595	-1%	-$11.7K	0.14%	108
2019 Q2	$919K	Buy	48,252 +3,578	+8%	+$67.3K	0.14%	109
2019 Q1	$833K	Buy	44,674 +24,322	+120%	+$428K	0.13%	110
2018 Q4	$337K	Buy	+20,352	New	+$345K	0.06%	129

Other funds holding PGZ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Matisse Capital Portland, Oregon $250M AUM 26.81% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Cardan Capital Partners's PGZ Position: Q1 2020 in Review

Cardan Capital Partners sold out of Principal Real Estate Income Fund (PGZ) in Q1 2020, closing a stake of 46,970 shares — an estimated $992K sold.

Cardan Capital Partners first reported a position in PGZ in Q4 2018 and held it in 5 quarters. The position peaked at $992K in Q4 2019. 38 funds tracked by Wall St. Rank hold PGZ as of Q1 2020.

Cardan Capital Partners reported no remaining Principal Real Estate Income Fund position as of Q1 2020 after selling out during the quarter.
Cardan Capital Partners sold 46,970 Principal Real Estate Income Fund shares in Q1 2020, an estimated $992K.
Cardan Capital Partners first reported a position in Principal Real Estate Income Fund in Q4 2018 and held it in 5 quarters.
Cardan Capital Partners's Principal Real Estate Income Fund position peaked at $992K in Q4 2019.
38 funds tracked by Wall St. Rank held Principal Real Estate Income Fund as of Q1 2020.

Based on Cardan Capital Partners's 13F filing for Q1 2020, filed 11 May 2020.