EPW
PGZ

Evolve Private Wealth’s Principal Real Estate Income Fund PGZ Stock Holding History

Evolve Private Wealth’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 		$676K Sell
65,743
-5,144
-7% -$51.5K 0.04% 409
2026
Q1 		$681K Sell
70,887
-4
-0% -$40 0.04% 449
2025
Q4 		$710K Buy
+70,891
New +$725K 0.04% 401

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
NAS
NWF Advisory Services Los Angeles, California $1.06B AUM 48.27% 1-Year Est. Return

Evolve Private Wealth's PGZ Position: Q2 2026 in Review

Evolve Private Wealth reduced its Principal Real Estate Income Fund (PGZ) stake by 7.3% in Q2 2026, selling an estimated $51.5K and leaving 65,743 shares worth $676K. The position accounts for 0.04% of the portfolio, ranked #409.

Evolve Private Wealth first reported a position in PGZ in Q4 2025 and has held it in 3 quarters since. The position peaked at $710K in Q4 2025. 30 funds tracked by Wall St. Rank hold PGZ as of Q2 2026.

  • Evolve Private Wealth held 65,743 shares of Principal Real Estate Income Fund worth $676K as of Q2 2026.
  • Evolve Private Wealth sold 5,144 Principal Real Estate Income Fund shares in Q2 2026, an estimated $51.5K.
  • Principal Real Estate Income Fund made up 0.04% of Evolve Private Wealth's portfolio in Q2 2026, its #409 holding.
  • Evolve Private Wealth first reported a position in Principal Real Estate Income Fund in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's Principal Real Estate Income Fund position peaked at $710K in Q4 2025.
  • 30 funds tracked by Wall St. Rank held Principal Real Estate Income Fund as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.