LCM
PGZ

Landscape Capital Management’s Principal Real Estate Income Fund PGZ Stock Holding History

Landscape Capital Management’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
Q3 		– Sell
-15,759
Closed -$161K – 860
2024
Q2 		$161K Buy
+15,759
New +$158K 0.01% 622
2024
Q1 		– Sell
-10,125
Closed -$95.7K – 928
2023
Q4 		$95.7K Buy
+10,125
New +$91.8K 0.01% 767
2021
Q1 		– Sell
-60,125
Closed -$733K – 522
2020
Q4 		$733K Buy
60,125
+40,519
+207% +$451K 0.12% 190
2020
Q3 		$210K Buy
+19,606
New +$228K 0.04% 224
2020
Q2 		– Sell
-18,672
Closed -$226K – 536
2020
Q1 		$226K Buy
+18,672
New +$358K 0.02% 450
2019
Q1 		– Sell
-10,176
Closed -$168K – 819
2018
Q4 		$168K Buy
+10,176
New +$173K 0.01% 792
2016
Q1 		– Sell
-10,623
Closed -$177K – 759
2015
Q4 		$177K Buy
+10,623
New +$180K 0.02% 872

Other funds holding PGZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Landscape Capital Management's PGZ Position: Q3 2024 in Review

Landscape Capital Management sold out of Principal Real Estate Income Fund (PGZ) in Q3 2024, closing a stake of 15,759 shares — an estimated $161K sold.

Landscape Capital Management first reported a position in PGZ in Q4 2015 and held it in 7 quarters. The position peaked at $733K in Q4 2020. 28 funds tracked by Wall St. Rank hold PGZ as of Q3 2024.

  • Landscape Capital Management reported no remaining Principal Real Estate Income Fund position as of Q3 2024 after selling out during the quarter.
  • Landscape Capital Management sold 15,759 Principal Real Estate Income Fund shares in Q3 2024, an estimated $161K.
  • Landscape Capital Management first reported a position in Principal Real Estate Income Fund in Q4 2015 and held it in 7 quarters.
  • Landscape Capital Management's Principal Real Estate Income Fund position peaked at $733K in Q4 2020.
  • 28 funds tracked by Wall St. Rank held Principal Real Estate Income Fund as of Q3 2024.

Based on Landscape Capital Management's 13F filing for Q3 2024, filed 8 Nov 2024.