EWA
PGZ

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

EverSource Wealth 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
2024
Q4 		– Sell
-4,149
Closed -$46.4K – 3801
2024
Q3 		$46.4K Buy
4,149
+78
+2% +$837 ﹤0.01% 1103
2024
Q2 		$42.7K Buy
+4,071
New +$40.9K ﹤0.01% 1164

Other funds holding PGZ

Morgan Stanley
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
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 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
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

EverSource Wealth Advisors's PGZ Position: Q4 2024 in Review

EverSource Wealth Advisors sold out of Principal Real Estate Income Fund (PGZ) in Q4 2024, closing a stake of 4,149 shares — an estimated $46.4K sold.

EverSource Wealth Advisors first reported a position in PGZ in Q2 2024 and held it in 2 quarters. The position peaked at $46.4K in Q3 2024. 28 funds tracked by Wall St. Rank hold PGZ as of Q4 2024.

  • EverSource Wealth Advisors reported no remaining Principal Real Estate Income Fund position as of Q4 2024 after selling out during the quarter.
  • EverSource Wealth Advisors sold 4,149 Principal Real Estate Income Fund shares in Q4 2024, an estimated $46.4K.
  • EverSource Wealth Advisors first reported a position in Principal Real Estate Income Fund in Q2 2024 and held it in 2 quarters.
  • EverSource Wealth Advisors's Principal Real Estate Income Fund position peaked at $46.4K in Q3 2024.
  • 28 funds tracked by Wall St. Rank held Principal Real Estate Income Fund as of Q4 2024.

Based on EverSource Wealth Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.