LPL Financial
PGZ

LPL Financial’s Principal Real Estate Income Fund PGZ Stock Holding History

LPL Financial’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 		$221K Buy
21,433
+2,584
+14% +$25.9K ﹤0.01% 5692
2026
Q1 		$181K Sell
18,849
-34
-0.2% -$344 ﹤0.01% 5535
2025
Q4 		$189K Buy
18,883
+5,125
+37% +$52.4K ﹤0.01% 5462
2025
Q3 		$144K Buy
+13,758
New +$144K ﹤0.01% 5432
2023
Q2 		– Sell
-11,332
Closed -$107K – 4658
2023
Q1 		$107K Sell
11,332
-1,671
-13% -$17.9K ﹤0.01% 4194
2022
Q4 		$135K Buy
13,003
+7
+0.1% +$76 ﹤0.01% 4090
2022
Q3 		$143K Buy
12,996
+6
+0% +$77 ﹤0.01% 4034
2022
Q2 		$168K Sell
12,990
-66
-0.5% -$912 ﹤0.01% 4005
2022
Q1 		$205K Buy
13,056
+548
+4% +$8.32K ﹤0.01% 3818
2021
Q4 		$198K Sell
12,508
-106
-0.8% -$1.63K ﹤0.01% 3985
2021
Q3 		$185K Sell
12,614
-341
-3% -$5.25K ﹤0.01% 4011
2021
Q2 		$197K Sell
12,955
-320
-2% -$4.79K ﹤0.01% 3909
2021
Q1 		$179K Buy
+13,275
New +$172K ﹤0.01% 3799

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
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 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

LPL Financial's PGZ Position: Q2 2026 in Review

LPL Financial increased its Principal Real Estate Income Fund (PGZ) stake by 14% in Q2 2026, buying an estimated $25.9K and bringing the position to 21,433 shares worth $221K. The position accounts for ﹤0.01% of the portfolio, ranked #5692.

LPL Financial first reported a position in PGZ in Q1 2021 and has held it in 13 quarters since. 30 funds tracked by Wall St. Rank hold PGZ as of Q2 2026.

  • LPL Financial held 21,433 shares of Principal Real Estate Income Fund worth $221K as of Q2 2026.
  • LPL Financial bought 2,584 Principal Real Estate Income Fund shares in Q2 2026, an estimated $25.9K.
  • Principal Real Estate Income Fund made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5692 holding.
  • LPL Financial first reported a position in Principal Real Estate Income Fund in Q1 2021 and has held it in 13 quarters since.
  • 30 funds tracked by Wall St. Rank held Principal Real Estate Income Fund as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.