Northwestern Mutual Wealth Management
PGZ

Northwestern Mutual Wealth Management’s Principal Real Estate Income Fund PGZ Stock Holding History

Northwestern Mutual Wealth Management’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
Q2 		– Sell
-320
Closed -$3.03K – 3539
2023
Q1 		$3.03K Sell
320
-181
-36% -$1.94K ﹤0.01% 2867
2022
Q4 		$5.18K Sell
501
-9,616
-95% -$105K ﹤0.01% 2714
2022
Q3 		$112K Hold
10,117
– – ﹤0.01% 1599
2022
Q2 		$131K Hold
10,117
– – ﹤0.01% 1544
2022
Q1 		$159K Buy
10,117
+726
+8% +$11K ﹤0.01% 1526
2021
Q4 		$148K Sell
9,391
-999
-10% -$15.4K ﹤0.01% 1559
2021
Q3 		$153K Buy
10,390
+1,828
+21% +$28.1K ﹤0.01% 1443
2021
Q2 		$130K Sell
8,562
-1,816
-17% -$27.2K ﹤0.01% 1492
2021
Q1 		$140K Sell
10,378
-5,380
-34% -$69.7K ﹤0.01% 1354
2020
Q4 		$192K Buy
15,758
+1,393
+10% +$15.5K ﹤0.01% 1152
2020
Q3 		$154K Buy
14,365
+4,321
+43% +$50.3K ﹤0.01% 1118
2020
Q2 		$121K Sell
10,044
-1,258
-11% -$15.2K ﹤0.01% 1146
2020
Q1 		$137K Buy
+11,302
New +$217K ﹤0.01% 1007
2019
Q2 		– Sell
-465
Closed -$9K – 2655
2019
Q1 		$9K Buy
465
+250
+116% +$4.4K ﹤0.01% 1977
2018
Q4 		$4K Buy
+215
New +$3.65K ﹤0.01% 2084

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
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return
NAS
NWF Advisory Services Los Angeles, California $1.06B AUM 48.27% 1-Year Est. Return

Northwestern Mutual Wealth Management's PGZ Position: Q2 2023 in Review

Northwestern Mutual Wealth Management sold out of Principal Real Estate Income Fund (PGZ) in Q2 2023, closing a stake of 320 shares — an estimated $3.03K sold.

Northwestern Mutual Wealth Management first reported a position in PGZ in Q4 2018 and held it in 15 quarters. The position peaked at $192K in Q4 2020. 29 funds tracked by Wall St. Rank hold PGZ as of Q2 2023.

  • Northwestern Mutual Wealth Management reported no remaining Principal Real Estate Income Fund position as of Q2 2023 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 320 Principal Real Estate Income Fund shares in Q2 2023, an estimated $3.03K.
  • Northwestern Mutual Wealth Management first reported a position in Principal Real Estate Income Fund in Q4 2018 and held it in 15 quarters.
  • Northwestern Mutual Wealth Management's Principal Real Estate Income Fund position peaked at $192K in Q4 2020.
  • 29 funds tracked by Wall St. Rank held Principal Real Estate Income Fund as of Q2 2023.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2023, filed 14 Aug 2023.