Mercer Global Advisors
PGZ

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

Mercer Global 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 		$18.1K Buy
+1,760
New +$17.6K ﹤0.01% 4878

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
EPW
Evolve Private Wealth Los Angeles, California $1.64B AUM
NAS
NWF Advisory Services Los Angeles, California $1.06B AUM 48.27% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Mercer Global Advisors's PGZ Position: Q2 2026 in Review

Mercer Global Advisors opened a new position in Principal Real Estate Income Fund (PGZ) in Q2 2026: 1,760 shares worth $18.1K. The stake represents ﹤0.01% of the portfolio and ranks #4878 among its holdings.

29 funds tracked by Wall St. Rank hold PGZ as of Q2 2026.

  • Mercer Global Advisors held 1,760 shares of Principal Real Estate Income Fund worth $18.1K as of Q2 2026.
  • Principal Real Estate Income Fund was a new Mercer Global Advisors position in Q2 2026.
  • Principal Real Estate Income Fund made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #4878 holding.
  • 29 funds tracked by Wall St. Rank held Principal Real Estate Income Fund as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.