IRC
PGZ

Investors Research Corp’s Principal Real Estate Income Fund PGZ Stock Holding History

Investors Research Corp’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 		$25.7K Hold
2,500
– – ﹤0.01% 449
2026
Q1 		$24K Hold
2,500
– – ﹤0.01% 457
2025
Q4 		$25K Hold
2,500
– – ﹤0.01% 516
2025
Q3 		$26.1K Hold
2,500
– – ﹤0.01% 518
2025
Q2 		$26.3K Hold
2,500
– – 0.01% 538
2025
Q1 		$26.3K Hold
2,500
– – 0.01% 542
2024
Q4 		$24.7K Hold
2,500
– – 0.01% 560
2024
Q3 		$27.9K Hold
2,500
– – 0.01% 552
2024
Q2 		$25.5K Hold
2,500
– – 0.01% 588
2024
Q1 		$25.8K Hold
2,500
– – 0.01% 588
2023
Q4 		$23.6K Hold
2,500
– – 0.01% 605
2023
Q3 		$22.6K Hold
2,500
– – 0.01% 621
2023
Q2 		$23.6K Hold
2,500
– – 0.01% 620
2023
Q1 		$23.6K Hold
2,500
– – 0.01% 635
2022
Q4 		$25.9K Hold
2,500
– – 0.01% 616
2022
Q3 		$28K Hold
2,500
– – 0.01% 590
2022
Q2 		$32K Hold
2,500
– – 0.01% 573
2022
Q1 		$39K Buy
+2,500
New +$38K 0.01% 558
2021
Q4 		– Sell
-2,500
Closed -$37K – 1029
2021
Q3 		$37K Hold
2,500
– – 0.01% 569
2021
Q2 		$38K Hold
2,500
– – 0.01% 568
2021
Q1 		$34K Hold
2,500
– – 0.01% 589
2020
Q4 		$30K Hold
2,500
– – 0.01% 642
2020
Q3 		$27K Hold
2,500
– – 0.01% 618
2020
Q2 		$30K Hold
2,500
– – 0.02% 587
2020
Q1 		$30K Buy
+2,500
New +$47.9K 0.02% 535

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

Investors Research Corp's PGZ Position: Q2 2026 in Review

Investors Research Corp held its Principal Real Estate Income Fund (PGZ) position steady in Q2 2026 at 2,500 shares worth $25.7K. The position accounts for ﹤0.01% of the portfolio, ranked #449.

Investors Research Corp first reported a position in PGZ in Q1 2020 and has held it in 25 quarters since. The position peaked at $39K in Q1 2022. 31 funds tracked by Wall St. Rank hold PGZ as of Q2 2026.

  • Investors Research Corp held 2,500 shares of Principal Real Estate Income Fund worth $25.7K as of Q2 2026.
  • Investors Research Corp left its Principal Real Estate Income Fund share count unchanged in Q2 2026.
  • Principal Real Estate Income Fund made up ﹤0.01% of Investors Research Corp's portfolio in Q2 2026, its #449 holding.
  • Investors Research Corp first reported a position in Principal Real Estate Income Fund in Q1 2020 and has held it in 25 quarters since.
  • Investors Research Corp's Principal Real Estate Income Fund position peaked at $39K in Q1 2022.
  • 31 funds tracked by Wall St. Rank held Principal Real Estate Income Fund as of Q2 2026.

Based on Investors Research Corp's 13F filing for Q2 2026, filed 10 Jul 2026.