CEFA
PGZ

Closed-End Fund Advisors’s Principal Real Estate Income Fund PGZ Stock Holding History

Closed-End Fund Advisors’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 		$852K Buy
82,825
+1,091
+1% +$10.9K 0.83% 38
2026
Q1 		$785K Sell
81,734
-864
-1% -$8.75K 0.8% 37
2025
Q4 		$827K Buy
+82,598
New +$844K 0.49% 59

Other funds holding PGZ

RP
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
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
CCFM
Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return
Commonwealth Equity Services
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

Closed-End Fund Advisors's PGZ Position: Q2 2026 in Review

Closed-End Fund Advisors increased its Principal Real Estate Income Fund (PGZ) stake by 1.3% in Q2 2026, buying an estimated $10.9K and bringing the position to 82,825 shares worth $852K. The position accounts for 0.83% of the portfolio, ranked #38.

Closed-End Fund Advisors first reported a position in PGZ in Q4 2025 and has held it in 3 quarters since. 14 funds tracked by Wall St. Rank hold PGZ as of Q2 2026.

  • Closed-End Fund Advisors held 82,825 shares of Principal Real Estate Income Fund worth $852K as of Q2 2026.
  • Closed-End Fund Advisors bought 1,091 Principal Real Estate Income Fund shares in Q2 2026, an estimated $10.9K.
  • Principal Real Estate Income Fund made up 0.83% of Closed-End Fund Advisors's portfolio in Q2 2026, its #38 holding.
  • Closed-End Fund Advisors first reported a position in Principal Real Estate Income Fund in Q4 2025 and has held it in 3 quarters since.
  • 14 funds tracked by Wall St. Rank held Principal Real Estate Income Fund as of Q2 2026.

Based on Closed-End Fund Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.