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PGZ

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

NewEdge 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
2024
Q4 		– Sell
-10,600
Closed -$118K – 3993
2024
Q3 		$118K Sell
10,600
-500
-5% -$5.37K ﹤0.01% 2142
2024
Q2 		$113K Sell
11,100
-800
-7% -$8.03K ﹤0.01% 2084
2024
Q1 		$123K Buy
+11,900
New +$119K ﹤0.01% 2006
2023
Q3 		– Sell
-14,804
Closed -$140K – 3604
2023
Q2 		$140K Buy
14,804
+1,305
+10% +$12.3K ﹤0.01% 1745
2023
Q1 		$129K Buy
13,499
+1,105
+9% +$11.9K ﹤0.01% 1672
2022
Q4 		$126K Buy
12,394
+1,606
+15% +$17.5K ﹤0.01% 1350
2022
Q3 		$119K Buy
+10,788
New +$138K ﹤0.01% 1432
2022
Q1 		– Sell
-12,388
Closed -$196K – 1495
2021
Q4 		$196K Buy
+12,388
New +$191K ﹤0.01% 1526

Other funds holding PGZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 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
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

NewEdge Advisors's PGZ Position: Q4 2024 in Review

NewEdge Advisors sold out of Principal Real Estate Income Fund (PGZ) in Q4 2024, closing a stake of 10,600 shares — an estimated $118K sold.

NewEdge Advisors first reported a position in PGZ in Q4 2021 and held it in 8 quarters. The position peaked at $196K in Q4 2021. 28 funds tracked by Wall St. Rank hold PGZ as of Q4 2024.

  • NewEdge Advisors reported no remaining Principal Real Estate Income Fund position as of Q4 2024 after selling out during the quarter.
  • NewEdge Advisors sold 10,600 Principal Real Estate Income Fund shares in Q4 2024, an estimated $118K.
  • NewEdge Advisors first reported a position in Principal Real Estate Income Fund in Q4 2021 and held it in 8 quarters.
  • NewEdge Advisors's Principal Real Estate Income Fund position peaked at $196K in Q4 2021.
  • 28 funds tracked by Wall St. Rank held Principal Real Estate Income Fund as of Q4 2024.

Based on NewEdge Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.