Clear Creek Financial Management’s Principal Real Estate Income Fund PGZ Stock Holding History

Clear Creek Financial Management’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	$190K	Hold	18,475	–	–	0.01%	617
2026 Q1	$178K	Buy	18,475 +650	+4%	+$6.58K	0.01%	596
2025 Q4	$178K	Hold	17,825	–	–	0.01%	572
2025 Q3	$186K	Buy	17,825 +950	+6%	+$9.94K	0.02%	551
2025 Q2	$178K	Hold	16,875	–	–	0.02%	528
2025 Q1	$178K	Buy	+16,875	New	+$174K	0.02%	505

Other funds holding PGZ

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 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

NAS

NWF Advisory Services Los Angeles, California $1.06B AUM 48.27% 1-Year Est. Return

SWM

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAG

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

SFS

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

IRC

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

KFP

Kerr Financial Planning Fresno, California $89.6M AUM 72.71% 1-Year Est. Return

Clear Creek Financial Management's PGZ Position: Q2 2026 in Review

Clear Creek Financial Management held its Principal Real Estate Income Fund (PGZ) position steady in Q2 2026 at 18,475 shares worth $190K. The position accounts for 0.01% of the portfolio, ranked #617.

Clear Creek Financial Management first reported a position in PGZ in Q1 2025 and has held it in 6 quarters since. 14 funds tracked by Wall St. Rank hold PGZ as of Q2 2026.

Clear Creek Financial Management held 18,475 shares of Principal Real Estate Income Fund worth $190K as of Q2 2026.
Clear Creek Financial Management left its Principal Real Estate Income Fund share count unchanged in Q2 2026.
Principal Real Estate Income Fund made up 0.01% of Clear Creek Financial Management's portfolio in Q2 2026, its #617 holding.
Clear Creek Financial Management first reported a position in Principal Real Estate Income Fund in Q1 2025 and has held it in 6 quarters since.
14 funds tracked by Wall St. Rank held Principal Real Estate Income Fund as of Q2 2026.

Based on Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.