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
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 $1.66T 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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
CEFA
Closed-End Fund Advisors Richmond, Virginia $102M AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
NAS
NWF Advisory Services Los Angeles, California $1.06B AUM 48.27% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Evolve Private Wealth's PGZ Position: Q1 2026 in Review

Evolve Private Wealth reduced its Principal Real Estate Income Fund (PGZ) stake by 0.01% in Q1 2026, selling an estimated $40 and leaving 70,887 shares worth $681K. The position accounts for 0.04% of the portfolio, ranked #449.

Evolve Private Wealth first reported a position in PGZ in Q4 2025 and has held it in 2 quarters since. The position peaked at $710K in Q4 2025. 34 funds tracked by Wall St. Rank hold PGZ as of Q1 2026.

  • Evolve Private Wealth held 70,887 shares of Principal Real Estate Income Fund worth $681K as of Q1 2026.
  • Evolve Private Wealth sold 4 Principal Real Estate Income Fund shares in Q1 2026, an estimated $40.
  • Principal Real Estate Income Fund made up 0.04% of Evolve Private Wealth's portfolio in Q1 2026, its #449 holding.
  • Evolve Private Wealth first reported a position in Principal Real Estate Income Fund in Q4 2025 and has held it in 2 quarters since.
  • Evolve Private Wealth's Principal Real Estate Income Fund position peaked at $710K in Q4 2025.
  • 34 funds tracked by Wall St. Rank held Principal Real Estate Income Fund as of Q1 2026.

Based on Evolve Private Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.