Cetera Investment Advisers
PGZ

Cetera Investment Advisers’s Principal Real Estate Income Fund PGZ Stock Holding History

Cetera Investment Advisers’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
2026
Q1 		$200K Sell
20,823
-2,379
-10% -$24.1K ﹤0.01% 4288
2025
Q4 		$232K Sell
23,202
-9
-0% -$92 ﹤0.01% 4130
2025
Q3 		$243K Buy
23,211
+55
+0.2% +$576 ﹤0.01% 4009
2025
Q2 		$244K Buy
23,156
+54
+0.2% +$556 ﹤0.01% 3574
2025
Q1 		$243K Buy
23,102
+3,253
+16% +$33.6K ﹤0.01% 3443
2024
Q4 		$196K Buy
19,849
+9,370
+89% +$99.5K ﹤0.01% 3435
2024
Q3 		$117K Buy
+10,479
New +$113K ﹤0.01% 3509

Other funds holding PGZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
NAS
NWF Advisory Services Los Angeles, California $1.06B AUM 48.27% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Cetera Investment Advisers's PGZ Position: Q1 2026 in Review

Cetera Investment Advisers reduced its Principal Real Estate Income Fund (PGZ) stake by 10% in Q1 2026, selling an estimated $24.1K and leaving 20,823 shares worth $200K. The position accounts for ﹤0.01% of the portfolio, ranked #4288.

Cetera Investment Advisers first reported a position in PGZ in Q3 2024 and has held it in 7 quarters since. The position peaked at $244K in Q2 2025. 34 funds tracked by Wall St. Rank hold PGZ as of Q1 2026.

  • Cetera Investment Advisers held 20,823 shares of Principal Real Estate Income Fund worth $200K as of Q1 2026.
  • Cetera Investment Advisers sold 2,379 Principal Real Estate Income Fund shares in Q1 2026, an estimated $24.1K.
  • Principal Real Estate Income Fund made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #4288 holding.
  • Cetera Investment Advisers first reported a position in Principal Real Estate Income Fund in Q3 2024 and has held it in 7 quarters since.
  • Cetera Investment Advisers's Principal Real Estate Income Fund position peaked at $244K in Q2 2025.
  • 34 funds tracked by Wall St. Rank held Principal Real Estate Income Fund as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.