CI
PGZ

CX Institutional’s Principal Real Estate Income Fund PGZ Stock Holding History

CX Institutional’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
Q4 		– Sell
-1,445
Closed -$15K – 1577
2025
Q3 		$15K Buy
+1,445
New +$15.1K ﹤0.01% 1139

Other funds holding PGZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 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
EPW
Evolve Private Wealth Los Angeles, California $1.87B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CX Institutional's PGZ Position: Q4 2025 in Review

CX Institutional sold out of Principal Real Estate Income Fund (PGZ) in Q4 2025, closing a stake of 1,445 shares — an estimated $15K sold.

CX Institutional first reported a position in PGZ in Q3 2025 and held it in 1 quarter. The position peaked at $15K in Q3 2025. 34 funds tracked by Wall St. Rank hold PGZ as of Q4 2025.

  • CX Institutional reported no remaining Principal Real Estate Income Fund position as of Q4 2025 after selling out during the quarter.
  • CX Institutional sold 1,445 Principal Real Estate Income Fund shares in Q4 2025, an estimated $15K.
  • CX Institutional first reported a position in Principal Real Estate Income Fund in Q3 2025 and held it in 1 quarter.
  • CX Institutional's Principal Real Estate Income Fund position peaked at $15K in Q3 2025.
  • 34 funds tracked by Wall St. Rank held Principal Real Estate Income Fund as of Q4 2025.

Based on CX Institutional's 13F filing for Q4 2025, filed 2 Feb 2026.