KFP
PGZ

Kerr Financial Planning’s Principal Real Estate Income Fund PGZ Stock Holding History

Kerr Financial Planning’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 		$14.9K Buy
1,451
+30
+2% +$301 0.02% 318
2026
Q1 		$14.3K Buy
1,421
+30
+2% +$304 0.01% 318
2025
Q4 		$14.3K Buy
1,391
+42
+3% +$429 0.02% 322
2025
Q3 		$13.8K Buy
+1,349
New +$14.1K 0.02% 304

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

Kerr Financial Planning's PGZ Position: Q2 2026 in Review

Kerr Financial Planning increased its Principal Real Estate Income Fund (PGZ) stake by 2.1% in Q2 2026, buying an estimated $301 and bringing the position to 1,451 shares worth $14.9K. The position accounts for 0.02% of the portfolio, ranked #318.

Kerr Financial Planning first reported a position in PGZ in Q3 2025 and has held it in 4 quarters since. 31 funds tracked by Wall St. Rank hold PGZ as of Q2 2026.

  • Kerr Financial Planning held 1,451 shares of Principal Real Estate Income Fund worth $14.9K as of Q2 2026.
  • Kerr Financial Planning bought 30 Principal Real Estate Income Fund shares in Q2 2026, an estimated $301.
  • Principal Real Estate Income Fund made up 0.02% of Kerr Financial Planning's portfolio in Q2 2026, its #318 holding.
  • Kerr Financial Planning first reported a position in Principal Real Estate Income Fund in Q3 2025 and has held it in 4 quarters since.
  • 31 funds tracked by Wall St. Rank held Principal Real Estate Income Fund as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.