First Trust Advisors
PGZ

First Trust Advisors’s Principal Real Estate Income Fund PGZ Stock Holding History

First Trust 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
2026
Q1 		$348K Buy
36,243
+2,522
+7% +$25.5K ﹤0.01% 2424
2025
Q4 		$338K Sell
33,721
-2,107
-6% -$21.5K ﹤0.01% 2428
2025
Q3 		$375K Buy
35,828
+1,118
+3% +$11.7K ﹤0.01% 2368
2025
Q2 		$365K Sell
34,710
-146
-0.4% -$1.5K ﹤0.01% 2358
2025
Q1 		$367K Sell
34,856
-3,465
-9% -$35.8K ﹤0.01% 2321
2024
Q4 		$379K Buy
38,321
+1,688
+5% +$17.9K ﹤0.01% 2325
2024
Q3 		$409K Sell
36,633
-1,687
-4% -$18.1K ﹤0.01% 2213
2024
Q2 		$391K Sell
38,320
-44,794
-54% -$450K ﹤0.01% 2168
2024
Q1 		$859K Buy
83,114
+7,811
+10% +$78.1K ﹤0.01% 2021
2023
Q4 		$712K Sell
75,303
-4,896
-6% -$44.4K ﹤0.01% 2061
2023
Q3 		$724K Buy
80,199
+2,214
+3% +$21K ﹤0.01% 2058
2023
Q2 		$738K Buy
77,985
+3,468
+5% +$32.8K ﹤0.01% 2049
2023
Q1 		$705K Sell
74,517
-14,500
-16% -$156K ﹤0.01% 2055
2022
Q4 		$921K Buy
89,017
+7,067
+9% +$77.1K ﹤0.01% 1985
2022
Q3 		$905K Sell
81,950
-5,434
-6% -$69.5K ﹤0.01% 2034
2022
Q2 		$1.13M Sell
87,384
-908
-1% -$12.5K ﹤0.01% 1938
2022
Q1 		$1.39M Sell
88,292
-4,297
-5% -$65.3K ﹤0.01% 1926
2021
Q4 		$1.46M Buy
92,589
+1,146
+1% +$17.7K ﹤0.01% 1913
2021
Q3 		$1.34M Buy
91,443
+1,724
+2% +$26.5K ﹤0.01% 1928
2021
Q2 		$1.36M Buy
89,719
+2,378
+3% +$35.6K ﹤0.01% 1962
2021
Q1 		$1.18M Buy
87,341
+1,362
+2% +$17.6K ﹤0.01% 1931
2020
Q4 		$1.05M Sell
85,979
-1,897
-2% -$21.1K ﹤0.01% 1871
2020
Q3 		$941K Sell
87,876
-25,104
-22% -$293K ﹤0.01% 1787
2020
Q2 		$1.36M Sell
112,980
-3,344
-3% -$40.4K ﹤0.01% 1584
2020
Q1 		$1.41M Sell
116,324
-24,421
-17% -$468K ﹤0.01% 1454
2019
Q4 		$2.97M Buy
140,745
+1,771
+1% +$36.9K 0.01% 1341
2019
Q3 		$2.86M Buy
138,974
+2,347
+2% +$46.1K 0.01% 1332
2019
Q2 		$2.6M Buy
136,627
+1,215
+0.9% +$22.9K ﹤0.01% 1413
2019
Q1 		$2.52M Buy
135,412
+3,129
+2% +$55.1K 0.01% 1414
2018
Q4 		$2.19M Sell
132,283
-9,266
-7% -$157K 0.01% 1431
2018
Q3 		$2.44M Buy
141,549
+3,203
+2% +$57.6K ﹤0.01% 1552
2018
Q2 		$2.46M Buy
138,346
+15,895
+13% +$271K 0.01% 1524
2018
Q1 		$2.05M Buy
122,451
+3,916
+3% +$65.9K ﹤0.01% 1457
2017
Q4 		$2.04M Buy
118,535
+6,429
+6% +$111K ﹤0.01% 1517
2017
Q3 		$2.01M Buy
112,106
+13,899
+14% +$255K 0.01% 1464
2017
Q2 		$1.78M Buy
98,207
+12,007
+14% +$213K ﹤0.01% 1561
2017
Q1 		$1.51M Sell
86,200
-4,482
-5% -$74.8K ﹤0.01% 1661
2016
Q4 		$1.45M Buy
90,682
+28,513
+46% +$467K ﹤0.01% 1637
2016
Q3 		$1.1M Sell
62,169
-30,627
-33% -$543K ﹤0.01% 1659
2016
Q2 		$1.64M Buy
92,796
+5,761
+7% +$99.2K 0.01% 1403
2016
Q1 		$1.44M Sell
87,035
-851
-1% -$13.4K ﹤0.01% 1478
2015
Q4 		$1.47M Sell
87,886
-6,653
-7% -$113K ﹤0.01% 1579
2015
Q3 		$1.63M Buy
94,539
+1,706
+2% +$30.3K ﹤0.01% 1497
2015
Q2 		$1.72M Sell
92,833
-429
-0.5% -$8.34K ﹤0.01% 1613
2015
Q1 		$1.82M Sell
93,262
-1,651
-2% -$32.1K 0.01% 1527
2014
Q4 		$1.77M Buy
94,913
+7,092
+8% +$136K 0.01% 1521
2014
Q3 		$1.67M Buy
87,821
+2,367
+3% +$45.7K 0.01% 1498
2014
Q2 		$1.63M Buy
85,454
+67,314
+371% +$1.27M 0.01% 1462
2014
Q1 		$331K Buy
+18,140
New +$323K ﹤0.01% 2055

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
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
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's PGZ Position: Q1 2026 in Review

First Trust Advisors increased its Principal Real Estate Income Fund (PGZ) stake by 7.5% in Q1 2026, buying an estimated $25.5K and bringing the position to 36,243 shares worth $348K. The position accounts for ﹤0.01% of the portfolio, ranked #2424.

First Trust Advisors first reported a position in PGZ in Q1 2014 and has held it in 49 quarters since. The position peaked at $2.97M in Q4 2019. 34 funds tracked by Wall St. Rank hold PGZ as of Q1 2026.

  • First Trust Advisors held 36,243 shares of Principal Real Estate Income Fund worth $348K as of Q1 2026.
  • First Trust Advisors bought 2,522 Principal Real Estate Income Fund shares in Q1 2026, an estimated $25.5K.
  • Principal Real Estate Income Fund made up ﹤0.01% of First Trust Advisors's portfolio in Q1 2026, its #2424 holding.
  • First Trust Advisors first reported a position in Principal Real Estate Income Fund in Q1 2014 and has held it in 49 quarters since.
  • First Trust Advisors's Principal Real Estate Income Fund position peaked at $2.97M in Q4 2019.
  • 34 funds tracked by Wall St. Rank held Principal Real Estate Income Fund as of Q1 2026.

Based on First Trust Advisors's 13F filing for Q1 2026, filed 13 May 2026.