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 Q2	$231K	Buy	22,488 +1,665	+8%	+$16.7K	﹤0.01%	4374
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 New York $1.89T AUM 35.08% 1-Year Est. Return

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

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

EPW

Evolve Private Wealth Los Angeles, California $1.64B AUM

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

Cetera Investment Advisers's PGZ Position: Q2 2026 in Review

Cetera Investment Advisers increased its Principal Real Estate Income Fund (PGZ) stake by 8% in Q2 2026, buying an estimated $16.7K and bringing the position to 22,488 shares worth $231K. The position accounts for ﹤0.01% of the portfolio, ranked #4374.

Cetera Investment Advisers first reported a position in PGZ in Q3 2024 and has held it in 8 quarters since. The position peaked at $244K in Q2 2025. 30 funds tracked by Wall St. Rank hold PGZ as of Q2 2026.

Cetera Investment Advisers held 22,488 shares of Principal Real Estate Income Fund worth $231K as of Q2 2026.
Cetera Investment Advisers bought 1,665 Principal Real Estate Income Fund shares in Q2 2026, an estimated $16.7K.
Principal Real Estate Income Fund made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #4374 holding.
Cetera Investment Advisers first reported a position in Principal Real Estate Income Fund in Q3 2024 and has held it in 8 quarters since.
Cetera Investment Advisers's Principal Real Estate Income Fund position peaked at $244K in Q2 2025.
30 funds tracked by Wall St. Rank held Principal Real Estate Income Fund as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.