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

Clough 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
2023 Q4	–	Sell	-52,029	Closed	-$470K	–	219
2023 Q3	$470K	Buy	52,029 +8,600	+20%	+$81.5K	0.05%	136
2023 Q2	$411K	Buy	43,429 +25,273	+139%	+$239K	0.04%	159
2023 Q1	$172K	Buy	+18,156	New	+$195K	0.02%	160
2019 Q1	–	Sell	-13,700	Closed	-$227K	–	160
2018 Q4	$227K	Buy	+13,700	New	+$232K	0.03%	134
2017 Q2	–	Sell	-24,812	Closed	-$435K	–	156
2017 Q1	$435K	Buy	24,812 +212	+0.9%	+$3.54K	0.03%	125
2016 Q4	$393K	Sell	24,600 -952	-4%	-$15.6K	0.03%	152
2016 Q3	$451K	Buy	25,552 +9,200	+56%	+$163K	0.02%	154
2016 Q2	$289K	Sell	16,352 -1,048	-6%	-$18K	0.02%	172
2016 Q1	$287K	Buy	+17,400	New	+$273K	0.01%	186

Other funds holding PGZ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

NAS

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Clough Capital Partners's PGZ Position: Q4 2023 in Review

Clough Capital Partners sold out of Principal Real Estate Income Fund (PGZ) in Q4 2023, closing a stake of 52,029 shares — an estimated $470K sold.

Clough Capital Partners first reported a position in PGZ in Q1 2016 and held it in 9 quarters. The position peaked at $470K in Q3 2023. 27 funds tracked by Wall St. Rank hold PGZ as of Q4 2023.

Clough Capital Partners reported no remaining Principal Real Estate Income Fund position as of Q4 2023 after selling out during the quarter.
Clough Capital Partners sold 52,029 Principal Real Estate Income Fund shares in Q4 2023, an estimated $470K.
Clough Capital Partners first reported a position in Principal Real Estate Income Fund in Q1 2016 and held it in 9 quarters.
Clough Capital Partners's Principal Real Estate Income Fund position peaked at $470K in Q3 2023.
27 funds tracked by Wall St. Rank held Principal Real Estate Income Fund as of Q4 2023.

Based on Clough Capital Partners's 13F filing for Q4 2023, filed 14 Feb 2024.