Morgan Stanley
PGZ

Morgan Stanley’s Principal Real Estate Income Fund PGZ Stock Holding History

Morgan Stanley’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 		$4.26M Sell
443,148
-17,114
-4% -$173K ﹤0.01% 4254
2025
Q4 		$4.61M Buy
460,262
+42,378
+10% +$433K ﹤0.01% 4240
2025
Q3 		$4.37M Buy
417,884
+16,699
+4% +$175K ﹤0.01% 4262
2025
Q2 		$4.22M Sell
401,185
-21,696
-5% -$223K ﹤0.01% 4195
2025
Q1 		$4.45M Sell
422,881
-19,876
-4% -$205K ﹤0.01% 4020
2024
Q4 		$4.37M Sell
442,757
-10,393
-2% -$110K ﹤0.01% 4109
2024
Q3 		$5.06M Sell
453,150
-2,515
-0.6% -$27K ﹤0.01% 3955
2024
Q2 		$4.65M Sell
455,665
-9
-0% -$90 ﹤0.01% 3937
2024
Q1 		$4.71M Sell
455,674
-406,284
-47% -$4.06M ﹤0.01% 3961
2023
Q4 		$8.15M Buy
861,958
+401,954
+87% +$3.64M ﹤0.01% 4075
2023
Q3 		$4.15M Buy
460,004
+86,509
+23% +$820K ﹤0.01% 3884
2023
Q2 		$3.53M Buy
373,495
+29,976
+9% +$283K ﹤0.01% 4021
2023
Q1 		$3.25M Sell
343,519
-19,003
-5% -$204K ﹤0.01% 4123
2022
Q4 		$3.75M Sell
362,522
-90,658
-20% -$989K ﹤0.01% 3996
2022
Q3 		$5M Sell
453,180
-49,463
-10% -$633K ﹤0.01% 3692
2022
Q2 		$6.48M Sell
502,643
-23,816
-5% -$329K ﹤0.01% 3513
2022
Q1 		$8.28M Buy
526,459
+22,540
+4% +$342K ﹤0.01% 3127
2021
Q4 		$7.96M Buy
503,919
+48,430
+11% +$746K ﹤0.01% 3199
2021
Q3 		$6.7M Buy
455,489
+16,423
+4% +$253K ﹤0.01% 3375
2021
Q2 		$6.66M Buy
439,066
+67,464
+18% +$1.01M ﹤0.01% 3467
2021
Q1 		$5.02M Buy
371,602
+110,386
+42% +$1.43M ﹤0.01% 3402
2020
Q4 		$3.18M Buy
261,216
+29,022
+12% +$323K ﹤0.01% 3749
2020
Q3 		$2.49M Buy
232,194
+27,017
+13% +$315K ﹤0.01% 3456
2020
Q2 		$2.47M Buy
205,177
+57,632
+39% +$697K ﹤0.01% 3391
2020
Q1 		$1.79M Buy
147,545
+27,062
+22% +$519K ﹤0.01% 3462
2019
Q4 		$2.54M Buy
120,483
+57,379
+91% +$1.2M ﹤0.01% 3846
2019
Q3 		$1.3M Buy
63,104
+5,133
+9% +$101K ﹤0.01% 4130
2019
Q2 		$1.1M Sell
57,971
-3,535
-6% -$66.5K ﹤0.01% 4163
2019
Q1 		$1.15M Buy
61,506
+23,753
+63% +$418K ﹤0.01% 4012
2018
Q4 		$624K Sell
37,753
-232
-0.6% -$3.93K ﹤0.01% 4640
2018
Q3 		$655K Sell
37,985
-8,007
-17% -$144K ﹤0.01% 4830
2018
Q2 		$816K Sell
45,992
-10,617
-19% -$181K ﹤0.01% 4758
2018
Q1 		$947K Buy
56,609
+40,927
+261% +$689K ﹤0.01% 4578
2017
Q4 		$270K Sell
15,682
-1,982
-11% -$34.4K ﹤0.01% 5300
2017
Q3 		$317K Buy
17,664
+3,560
+25% +$65.4K ﹤0.01% 5136
2017
Q2 		$255K Sell
14,104
-10,199
-42% -$181K ﹤0.01% 5206
2017
Q1 		$426K Sell
24,303
-13,353
-35% -$223K ﹤0.01% 4935
2016
Q4 		$601K Sell
37,656
-2,241
-6% -$36.7K ﹤0.01% 4811
2016
Q3 		$704K Sell
39,897
-6,575
-14% -$117K ﹤0.01% 4290
2016
Q2 		$822K Sell
46,472
-4,955
-10% -$85.3K ﹤0.01% 4121
2016
Q1 		$848K Sell
51,427
-5,691
-10% -$89.4K ﹤0.01% 4076
2015
Q4 		$953K Buy
57,118
+11,866
+26% +$201K ﹤0.01% 4078
2015
Q3 		$781K Buy
45,252
+496
+1% +$8.82K ﹤0.01% 4312
2015
Q2 		$832K Buy
44,756
+2,937
+7% +$57.1K ﹤0.01% 4343
2015
Q1 		$814K Buy
41,819
+1,254
+3% +$24.4K ﹤0.01% 4288
2014
Q4 		$757K Buy
40,565
+5,605
+16% +$107K ﹤0.01% 4356
2014
Q3 		$666K Buy
34,960
+12,075
+53% +$233K ﹤0.01% 4376
2014
Q2 		$436K Buy
22,885
+17,055
+293% +$322K ﹤0.01% 4683
2014
Q1 		$106K Buy
5,830
+1,330
+30% +$23.7K ﹤0.01% 5425
2013
Q4 		$77K Buy
+4,500
New +$77.9K ﹤0.01% 5445

Other funds holding PGZ

RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Morgan Stanley's PGZ Position: Q1 2026 in Review

Morgan Stanley reduced its Principal Real Estate Income Fund (PGZ) stake by 3.7% in Q1 2026, selling an estimated $173K and leaving 443,148 shares worth $4.26M. The position accounts for ﹤0.01% of the portfolio, ranked #4254.

Morgan Stanley first reported a position in PGZ in Q4 2013 and has held it in 50 quarters since. The position peaked at $8.28M in Q1 2022. 34 funds tracked by Wall St. Rank hold PGZ as of Q1 2026.

  • Morgan Stanley held 443,148 shares of Principal Real Estate Income Fund worth $4.26M as of Q1 2026.
  • Morgan Stanley sold 17,114 Principal Real Estate Income Fund shares in Q1 2026, an estimated $173K.
  • Principal Real Estate Income Fund made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #4254 holding.
  • Morgan Stanley first reported a position in Principal Real Estate Income Fund in Q4 2013 and has held it in 50 quarters since.
  • Morgan Stanley's Principal Real Estate Income Fund position peaked at $8.28M in Q1 2022.
  • 34 funds tracked by Wall St. Rank held Principal Real Estate Income Fund as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.