CA
PGZ

CoreCap Advisors’s Principal Real Estate Income Fund PGZ Stock Holding History

CoreCap 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
2025
Q2 		– Sell
-1,200
Closed -$12.6K – 3121
2025
Q1 		$12.6K Buy
+1,200
New +$12.4K ﹤0.01% 1718
2024
Q4 		– Sell
-1,400
Closed -$14.9K – 2945
2024
Q3 		$15.6K Sell
1,400
-1,250
-47% -$13.4K ﹤0.01% 1641
2024
Q2 		$27.1K Hold
2,650
– – ﹤0.01% 804
2024
Q1 		$27.4K Buy
+2,650
New +$26.5K ﹤0.01% 1346

Other funds holding PGZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
NAS
NWF Advisory Services Los Angeles, California $886M AUM 25.41% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

CoreCap Advisors's PGZ Position: Q2 2025 in Review

CoreCap Advisors sold out of Principal Real Estate Income Fund (PGZ) in Q2 2025, closing a stake of 1,200 shares — an estimated $12.6K sold.

CoreCap Advisors first reported a position in PGZ in Q1 2024 and held it in 4 quarters. The position peaked at $27.4K in Q1 2024. 26 funds tracked by Wall St. Rank hold PGZ as of Q2 2025.

  • CoreCap Advisors reported no remaining Principal Real Estate Income Fund position as of Q2 2025 after selling out during the quarter.
  • CoreCap Advisors sold 1,200 Principal Real Estate Income Fund shares in Q2 2025, an estimated $12.6K.
  • CoreCap Advisors first reported a position in Principal Real Estate Income Fund in Q1 2024 and held it in 4 quarters.
  • CoreCap Advisors's Principal Real Estate Income Fund position peaked at $27.4K in Q1 2024.
  • 26 funds tracked by Wall St. Rank held Principal Real Estate Income Fund as of Q2 2025.

Based on CoreCap Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.