Integrated Wealth Concepts’s Principal Real Estate Income Fund PGZ Stock Holding History

Integrated Wealth Concepts’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	$2.23K	Buy	+217	New	+$2.17K	﹤0.01%	5317

Other funds holding PGZ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

EPW

Evolve Private Wealth Los Angeles, California $1.64B AUM

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Integrated Wealth Concepts's PGZ Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Principal Real Estate Income Fund (PGZ) in Q2 2026: 217 shares worth $2.23K. The stake represents ﹤0.01% of the portfolio and ranks #5317 among its holdings.

31 funds tracked by Wall St. Rank hold PGZ as of Q2 2026.

Integrated Wealth Concepts held 217 shares of Principal Real Estate Income Fund worth $2.23K as of Q2 2026.
Principal Real Estate Income Fund was a new Integrated Wealth Concepts position in Q2 2026.
Principal Real Estate Income Fund made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5317 holding.
31 funds tracked by Wall St. Rank held Principal Real Estate Income Fund as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.