JWCA
PGZ

J.W. Cole Advisors’s Principal Real Estate Income Fund PGZ Stock Holding History

J.W. Cole Advisors’s Portfolio PGZ Stock Details PGZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.04M Buy
98,453
+3,161
+3% +$33.3K 0.02% 650
2025
Q1 		$1M Buy
95,292
+20,337
+27% +$214K 0.03% 535
2024
Q4 		$741K Buy
74,955
+33,607
+81% +$332K 0.03% 504
2024
Q3 		$462K Buy
+41,348
New +$462K 0.02% 626