MSWA
PGZ

Marshall & Sterling Wealth Advisors’s Principal Real Estate Income Fund PGZ Stock Holding History

Marshall & Sterling Wealth 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
2025
Q3 		– Sell
-115
Closed -$1.2K – 675
2025
Q2 		$1.2K Buy
115
+4
+4% +$41 ﹤0.01% 572
2025
Q1 		$1.17K Buy
111
+3
+3% +$31 ﹤0.01% 575
2024
Q4 		$1.06K Buy
+108
New +$1.15K ﹤0.01% 334

Other funds holding PGZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
NAS
NWF Advisory Services Los Angeles, California $1.06B AUM 48.27% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's PGZ Position: Q3 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Principal Real Estate Income Fund (PGZ) in Q3 2025, closing a stake of 115 shares — an estimated $1.2K sold.

Marshall & Sterling Wealth Advisors first reported a position in PGZ in Q4 2024 and held it in 3 quarters. The position peaked at $1.2K in Q2 2025. 33 funds tracked by Wall St. Rank hold PGZ as of Q3 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Principal Real Estate Income Fund position as of Q3 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 115 Principal Real Estate Income Fund shares in Q3 2025, an estimated $1.2K.
  • Marshall & Sterling Wealth Advisors first reported a position in Principal Real Estate Income Fund in Q4 2024 and held it in 3 quarters.
  • Marshall & Sterling Wealth Advisors's Principal Real Estate Income Fund position peaked at $1.2K in Q2 2025.
  • 33 funds tracked by Wall St. Rank held Principal Real Estate Income Fund as of Q3 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.