Jeff Yass’s Principal Real Estate Income Fund PGZ Stock Holding History

Jeff Yass’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 Q1	–	Sell	-11,301	Closed	-$113K	–	13886
2025 Q4	$113K	Buy	+11,301	New	+$116K	﹤0.01%	11386
2025 Q1	–	Sell	-12,117	Closed	-$120K	–	13222
2024 Q4	$120K	Buy	+12,117	New	+$129K	﹤0.01%	11192
2024 Q1	–	Sell	-10,735	Closed	-$101K	–	13069
2023 Q4	$101K	Buy	+10,735	New	+$97.3K	﹤0.01%	11317
2023 Q2	–	Sell	-25,420	Closed	-$240K	–	12864
2023 Q1	$240K	Buy	+25,420	New	+$273K	﹤0.01%	10200
2022 Q3	–	Sell	-13,850	Closed	-$179K	–	13901
2022 Q2	$179K	Buy	+13,850	New	+$191K	﹤0.01%	10803

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

CEFA

Closed-End Fund Advisors Richmond, Virginia $102M AUM

EPW

Evolve Private Wealth Los Angeles, California $1.64B AUM

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

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

NAS

NWF Advisory Services Los Angeles, California $1.06B AUM 48.27% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Jeff Yass's PGZ Position: Q1 2026 in Review

Jeff Yass sold out of Principal Real Estate Income Fund (PGZ) in Q1 2026, closing a stake of 11,301 shares — an estimated $113K sold.

Jeff Yass first reported a position in PGZ in Q2 2022 and held it in 5 quarters. The position peaked at $240K in Q1 2023. 34 funds tracked by Wall St. Rank hold PGZ as of Q1 2026.

Jeff Yass reported no remaining Principal Real Estate Income Fund position as of Q1 2026 after selling out during the quarter.
Jeff Yass sold 11,301 Principal Real Estate Income Fund shares in Q1 2026, an estimated $113K.
Jeff Yass first reported a position in Principal Real Estate Income Fund in Q2 2022 and held it in 5 quarters.
Jeff Yass's Principal Real Estate Income Fund position peaked at $240K in Q1 2023.
34 funds tracked by Wall St. Rank held Principal Real Estate Income Fund as of Q1 2026.

Based on Susquehanna International Group's 13F filing for Q1 2026, filed 15 May 2026.