Kovitz Investment Group Partners
PGZ

Kovitz Investment Group Partners’s Principal Real Estate Income Fund PGZ Stock Holding History

Kovitz Investment Group Partners’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
2024
Q4 		– Sell
-134,739
Closed -$1.48M – 1251
2024
Q3 		$1.48M Buy
+134,739
New +$1.45M 0.01% 542

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Kovitz Investment Group Partners's PGZ Position: Q4 2024 in Review

Kovitz Investment Group Partners sold out of Principal Real Estate Income Fund (PGZ) in Q4 2024, closing a stake of 134,739 shares — an estimated $1.48M sold.

Kovitz Investment Group Partners first reported a position in PGZ in Q3 2024 and held it in 1 quarter. The position peaked at $1.48M in Q3 2024. 28 funds tracked by Wall St. Rank hold PGZ as of Q4 2024.

  • Kovitz Investment Group Partners reported no remaining Principal Real Estate Income Fund position as of Q4 2024 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 134,739 Principal Real Estate Income Fund shares in Q4 2024, an estimated $1.48M.
  • Kovitz Investment Group Partners first reported a position in Principal Real Estate Income Fund in Q3 2024 and held it in 1 quarter.
  • Kovitz Investment Group Partners's Principal Real Estate Income Fund position peaked at $1.48M in Q3 2024.
  • 28 funds tracked by Wall St. Rank held Principal Real Estate Income Fund as of Q4 2024.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2024, filed 14 Feb 2025.