IFG
PGZ

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

Independent Financial Group’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
2020
Q4 		– Sell
-12,000
Closed -$129K – 594
2020
Q3 		$129K Sell
12,000
-6,060
-34% -$70.6K 0.02% 482
2020
Q2 		$217K Buy
18,060
+1,098
+6% +$13.3K 0.05% 394
2020
Q1 		$205K Buy
+16,962
New +$325K 0.06% 335

Other funds holding PGZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
QC
Quantedge Capital Singapore $183M AUM 37.27% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Independent Financial Group's PGZ Position: Q4 2020 in Review

Independent Financial Group sold out of Principal Real Estate Income Fund (PGZ) in Q4 2020, closing a stake of 12,000 shares — an estimated $129K sold.

Independent Financial Group first reported a position in PGZ in Q1 2020 and held it in 3 quarters. The position peaked at $217K in Q2 2020. 36 funds tracked by Wall St. Rank hold PGZ as of Q4 2020.

  • Independent Financial Group reported no remaining Principal Real Estate Income Fund position as of Q4 2020 after selling out during the quarter.
  • Independent Financial Group sold 12,000 Principal Real Estate Income Fund shares in Q4 2020, an estimated $129K.
  • Independent Financial Group first reported a position in Principal Real Estate Income Fund in Q1 2020 and held it in 3 quarters.
  • Independent Financial Group's Principal Real Estate Income Fund position peaked at $217K in Q2 2020.
  • 36 funds tracked by Wall St. Rank held Principal Real Estate Income Fund as of Q4 2020.

Based on Independent Financial Group's 13F filing for Q4 2020, filed 15 Jun 2026.