Fidelity Investments
PGZ

Fidelity Investments’s Principal Real Estate Income Fund PGZ Stock Holding History

Fidelity Investments’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
Q1 		– Sell
-1
Closed -$9 – 5624
2023
Q4 		$9 Buy
+1
New +$9 ﹤0.01% 5334
2021
Q4 		– Sell
-1
Closed – – 4796
2021
Q3 		$0 Buy
+1
New +$15 ﹤0.01% 4865
2021
Q1 		– Sell
-1
Closed – – 4410
2020
Q4 		$0 Buy
+1
New +$11 ﹤0.01% 4188
2020
Q2 		– Sell
-1
Closed – – 4028
2020
Q1 		$0 Buy
+1
New +$19 ﹤0.01% 4107

Other funds holding PGZ

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
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
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
NAS
NWF Advisory Services Los Angeles, California $1.06B AUM 48.27% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Fidelity Investments's PGZ Position: Q1 2024 in Review

Fidelity Investments sold out of Principal Real Estate Income Fund (PGZ) in Q1 2024, closing a stake of 1 share — an estimated $9 sold.

Fidelity Investments first reported a position in PGZ in Q1 2020 and held it in 4 quarters. The position peaked at $9 in Q4 2023. 24 funds tracked by Wall St. Rank hold PGZ as of Q1 2024.

  • Fidelity Investments reported no remaining Principal Real Estate Income Fund position as of Q1 2024 after selling out during the quarter.
  • Fidelity Investments sold 1 Principal Real Estate Income Fund share in Q1 2024, an estimated $9.
  • Fidelity Investments first reported a position in Principal Real Estate Income Fund in Q1 2020 and held it in 4 quarters.
  • Fidelity Investments's Principal Real Estate Income Fund position peaked at $9 in Q4 2023.
  • 24 funds tracked by Wall St. Rank held Principal Real Estate Income Fund as of Q1 2024.

Based on Fidelity Investments's 13F filing for Q1 2024, filed 13 May 2024.