Lido Advisors
PGZ

Lido Advisors’s Principal Real Estate Income Fund PGZ Stock Holding History

Lido Advisors’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 		$1.19M Buy
116,120
+103,700
+835% +$1.04M ﹤0.01% 1016
2026
Q1 		$119K Buy
+12,420
New +$126K ﹤0.01% 1836

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

Lido Advisors's PGZ Position: Q2 2026 in Review

Lido Advisors increased its Principal Real Estate Income Fund (PGZ) stake by 835% in Q2 2026, buying an estimated $1.04M and bringing the position to 116,120 shares worth $1.19M. The position accounts for ﹤0.01% of the portfolio, ranked #1016.

Lido Advisors first reported a position in PGZ in Q1 2026 and has held it in 2 quarters since. 30 funds tracked by Wall St. Rank hold PGZ as of Q2 2026.

  • Lido Advisors held 116,120 shares of Principal Real Estate Income Fund worth $1.19M as of Q2 2026.
  • Lido Advisors bought 103,700 Principal Real Estate Income Fund shares in Q2 2026, an estimated $1.04M.
  • Principal Real Estate Income Fund made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1016 holding.
  • Lido Advisors first reported a position in Principal Real Estate Income Fund in Q1 2026 and has held it in 2 quarters since.
  • 30 funds tracked by Wall St. Rank held Principal Real Estate Income Fund as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.