NWMP
PGZ

Noble Wealth Management PBC’s Principal Real Estate Income Fund PGZ Stock Holding History

Noble Wealth Management PBC’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
Q1 		$10.5K Hold
1,000
– – 0.01% 371
2024
Q4 		$9.88K Buy
+1,000
New +$10.6K 0.01% 345

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
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
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
NAS
NWF Advisory Services Los Angeles, California $1.06B AUM 48.27% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Noble Wealth Management PBC's PGZ Position: Q1 2025 in Review

Noble Wealth Management PBC held its Principal Real Estate Income Fund (PGZ) position steady in Q1 2025 at 1,000 shares worth $10.5K. The position accounts for 0.01% of the portfolio, ranked #371.

Noble Wealth Management PBC first reported a position in PGZ in Q4 2024 and has held it in 2 quarters since. 28 funds tracked by Wall St. Rank hold PGZ as of Q1 2025.

  • Noble Wealth Management PBC held 1,000 shares of Principal Real Estate Income Fund worth $10.5K as of Q1 2025.
  • Noble Wealth Management PBC left its Principal Real Estate Income Fund share count unchanged in Q1 2025.
  • Principal Real Estate Income Fund made up 0.01% of Noble Wealth Management PBC's portfolio in Q1 2025, its #371 holding.
  • Noble Wealth Management PBC first reported a position in Principal Real Estate Income Fund in Q4 2024 and has held it in 2 quarters since.
  • 28 funds tracked by Wall St. Rank held Principal Real Estate Income Fund as of Q1 2025.

Based on Noble Wealth Management PBC's 13F filing for Q1 2025, filed 15 Apr 2025.