Commonwealth Equity Services
PGZ

Commonwealth Equity Services’s Principal Real Estate Income Fund PGZ Stock Holding History

Commonwealth Equity Services’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 		$149K Hold
14,500
– – ﹤0.01% 4197
2026
Q1 		$139K Hold
14,500
– – ﹤0.01% 4086
2025
Q4 		$145K Sell
14,500
-305
-2% -$3.12K ﹤0.01% 4054
2025
Q3 		$155K Buy
+14,805
New +$155K ﹤0.01% 4011

Other funds holding PGZ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Lido Advisors
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
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Commonwealth Equity Services's PGZ Position: Q2 2026 in Review

Commonwealth Equity Services held its Principal Real Estate Income Fund (PGZ) position steady in Q2 2026 at 14,500 shares worth $149K. The position accounts for ﹤0.01% of the portfolio, ranked #4197.

Commonwealth Equity Services first reported a position in PGZ in Q3 2025 and has held it in 4 quarters since. The position peaked at $155K in Q3 2025. 30 funds tracked by Wall St. Rank hold PGZ as of Q2 2026.

  • Commonwealth Equity Services held 14,500 shares of Principal Real Estate Income Fund worth $149K as of Q2 2026.
  • Commonwealth Equity Services left its Principal Real Estate Income Fund share count unchanged in Q2 2026.
  • Principal Real Estate Income Fund made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #4197 holding.
  • Commonwealth Equity Services first reported a position in Principal Real Estate Income Fund in Q3 2025 and has held it in 4 quarters since.
  • Commonwealth Equity Services's Principal Real Estate Income Fund position peaked at $155K in Q3 2025.
  • 30 funds tracked by Wall St. Rank held Principal Real Estate Income Fund as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.