MCC
PGZ

Money Concepts Capital’s Principal Real Estate Income Fund PGZ Stock Holding History

Money Concepts Capital’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
2023
Q1 		– Sell
-750
Closed -$7.76K – 2201
2022
Q4 		$7.76K Buy
+750
New +$8.18K ﹤0.01% 2145
2022
Q2 		– Sell
-750
Closed -$12K – 2287
2022
Q1 		$12K Buy
+750
New +$11.4K ﹤0.01% 1853

Other funds holding PGZ

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
NAS
NWF Advisory Services Los Angeles, California $1.06B AUM 48.27% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Money Concepts Capital's PGZ Position: Q1 2023 in Review

Money Concepts Capital sold out of Principal Real Estate Income Fund (PGZ) in Q1 2023, closing a stake of 750 shares — an estimated $7.76K sold.

Money Concepts Capital first reported a position in PGZ in Q1 2022 and held it in 2 quarters. The position peaked at $12K in Q1 2022. 31 funds tracked by Wall St. Rank hold PGZ as of Q1 2023.

  • Money Concepts Capital reported no remaining Principal Real Estate Income Fund position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 750 Principal Real Estate Income Fund shares in Q1 2023, an estimated $7.76K.
  • Money Concepts Capital first reported a position in Principal Real Estate Income Fund in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's Principal Real Estate Income Fund position peaked at $12K in Q1 2022.
  • 31 funds tracked by Wall St. Rank held Principal Real Estate Income Fund as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.