HWP
PGZ

Highline Wealth Partners’s Principal Real Estate Income Fund PGZ Stock Holding History

Highline Wealth Partners’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 		$5.14K Hold
500
– – ﹤0.01% 854
2026
Q1 		$4.8K Hold
500
– – ﹤0.01% 736
2025
Q4 		$5K Hold
500
– – ﹤0.01% 557
2025
Q3 		$5.23K Buy
+500
New +$5.23K ﹤0.01% 559

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
EPW
Evolve Private Wealth Los Angeles, California $1.64B AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Highline Wealth Partners's PGZ Position: Q2 2026 in Review

Highline Wealth Partners held its Principal Real Estate Income Fund (PGZ) position steady in Q2 2026 at 500 shares worth $5.14K. The position accounts for ﹤0.01% of the portfolio, ranked #854.

Highline Wealth Partners first reported a position in PGZ in Q3 2025 and has held it in 4 quarters since. The position peaked at $5.23K in Q3 2025. 31 funds tracked by Wall St. Rank hold PGZ as of Q2 2026.

  • Highline Wealth Partners held 500 shares of Principal Real Estate Income Fund worth $5.14K as of Q2 2026.
  • Highline Wealth Partners left its Principal Real Estate Income Fund share count unchanged in Q2 2026.
  • Principal Real Estate Income Fund made up ﹤0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #854 holding.
  • Highline Wealth Partners first reported a position in Principal Real Estate Income Fund in Q3 2025 and has held it in 4 quarters since.
  • Highline Wealth Partners's Principal Real Estate Income Fund position peaked at $5.23K in Q3 2025.
  • 31 funds tracked by Wall St. Rank held Principal Real Estate Income Fund as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.