FourThought Financial’s Principal Real Estate Income Fund PGZ Stock Holding History

FourThought Financial’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
2022 Q3	$1K	Buy	+75	New	+$959	﹤0.01%	1438

Other funds holding PGZ

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

BBL

Beck Bode LLC Dedham, Massachusetts $591M AUM 37.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

FourThought Financial's PGZ Position: Q3 2022 in Review

FourThought Financial opened a new position in Principal Real Estate Income Fund (PGZ) in Q3 2022: 75 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1438 among its holdings.

30 funds tracked by Wall St. Rank hold PGZ as of Q3 2022.

FourThought Financial held 75 shares of Principal Real Estate Income Fund worth $1K as of Q3 2022.
Principal Real Estate Income Fund was a new FourThought Financial position in Q3 2022.
Principal Real Estate Income Fund made up ﹤0.01% of FourThought Financial's portfolio in Q3 2022, its #1438 holding.
30 funds tracked by Wall St. Rank held Principal Real Estate Income Fund as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.