IA
PGZ

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

IFP 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
2023
Q1 		– Sell
-485
Closed -$8K – 4155
2022
Q4 		$8K Hold
485
– – ﹤0.01% 3544
2022
Q3 		$8K Hold
485
– – ﹤0.01% 3792
2022
Q2 		$8K Hold
485
– – ﹤0.01% 3545
2022
Q1 		$8K Buy
+485
New +$7.37K ﹤0.01% 3544
2019
Q1 		$18K Buy
+965
New +$17K ﹤0.01% 1392
2016
Q3 		– Sell
-1,065
Closed -$19K – 3999
2016
Q2 		$19K Buy
1,065
+100
+10% +$1.72K ﹤0.01% 2383
2016
Q1 		$18K Sell
965
-100
-9% -$1.57K ﹤0.01% 1391
2015
Q4 		$18K Buy
+1,065
New +$18.1K ﹤0.01% 2225

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
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
NAS
NWF Advisory Services Los Angeles, California $886M AUM 25.41% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

IFP Advisors's PGZ Position: Q1 2023 in Review

IFP Advisors sold out of Principal Real Estate Income Fund (PGZ) in Q1 2023, closing a stake of 485 shares — an estimated $8K sold.

IFP Advisors first reported a position in PGZ in Q4 2015 and held it in 8 quarters. The position peaked at $19K in Q2 2016. 31 funds tracked by Wall St. Rank hold PGZ as of Q1 2023.

  • IFP Advisors reported no remaining Principal Real Estate Income Fund position as of Q1 2023 after selling out during the quarter.
  • IFP Advisors sold 485 Principal Real Estate Income Fund shares in Q1 2023, an estimated $8K.
  • IFP Advisors first reported a position in Principal Real Estate Income Fund in Q4 2015 and held it in 8 quarters.
  • IFP Advisors's Principal Real Estate Income Fund position peaked at $19K in Q2 2016.
  • 31 funds tracked by Wall St. Rank held Principal Real Estate Income Fund as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.