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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-134,739	Closed	-$1.48M	–	1239
2024 Q3	$1.48M	Buy	+134,739	New	+$1.48M	0.01%	540