IAS
PGZ

Integrity Advisory Solutions’s Principal Real Estate Income Fund PGZ Stock Holding History

Integrity Advisory Solutions’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 		– Sell
-11,325
Closed -$109K – 367
2026
Q1 		$109K Buy
+11,325
New +$115K 0.01% 265

Other funds holding PGZ

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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

Integrity Advisory Solutions's PGZ Position: Q2 2026 in Review

Integrity Advisory Solutions sold out of Principal Real Estate Income Fund (PGZ) in Q2 2026, closing a stake of 11,325 shares — an estimated $109K sold.

Integrity Advisory Solutions first reported a position in PGZ in Q1 2026 and held it in 1 quarter. The position peaked at $109K in Q1 2026. 31 funds tracked by Wall St. Rank hold PGZ as of Q2 2026.

  • Integrity Advisory Solutions reported no remaining Principal Real Estate Income Fund position as of Q2 2026 after selling out during the quarter.
  • Integrity Advisory Solutions sold 11,325 Principal Real Estate Income Fund shares in Q2 2026, an estimated $109K.
  • Integrity Advisory Solutions first reported a position in Principal Real Estate Income Fund in Q1 2026 and held it in 1 quarter.
  • Integrity Advisory Solutions's Principal Real Estate Income Fund position peaked at $109K in Q1 2026.
  • 31 funds tracked by Wall St. Rank held Principal Real Estate Income Fund as of Q2 2026.

Based on Integrity Advisory Solutions's 13F filing for Q2 2026, filed 31 Jul 2026.