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
Q1 		$119K Buy
+12,420
New +$126K ﹤0.01% 1836

Other funds holding PGZ

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AAM
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Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
CEFA
Closed-End Fund Advisors Richmond, Virginia $102M AUM
EPW
Evolve Private Wealth Los Angeles, California $1.87B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
NAS
NWF Advisory Services Los Angeles, California $1.06B AUM 48.27% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Lido Advisors's PGZ Position: Q1 2026 in Review

Lido Advisors opened a new position in Principal Real Estate Income Fund (PGZ) in Q1 2026: 12,420 shares worth $119K. The stake represents ﹤0.01% of the portfolio and ranks #1836 among its holdings.

34 funds tracked by Wall St. Rank hold PGZ as of Q1 2026.

  • Lido Advisors held 12,420 shares of Principal Real Estate Income Fund worth $119K as of Q1 2026.
  • Principal Real Estate Income Fund was a new Lido Advisors position in Q1 2026.
  • Principal Real Estate Income Fund made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #1836 holding.
  • 34 funds tracked by Wall St. Rank held Principal Real Estate Income Fund as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.