NWF Advisory Services’s Principal Real Estate Income Fund PGZ Stock Holding History

NWF Advisory Services’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 Q2	$414K	Sell	40,200 -8,000	-17%	-$80.2K	0.04%	252
2026 Q1	$463K	Buy	48,200 +2,500	+5%	+$25.3K	0.05%	224
2025 Q4	$457K	Sell	45,700 -2,300	-5%	-$23.5K	0.05%	217
2025 Q3	$502K	Buy	48,000 +3,500	+8%	+$36.6K	0.06%	216
2025 Q2	$468K	Hold	44,500	–	–	0.06%	219
2025 Q1	$469K	Buy	+44,500	New	+$460K	0.07%	183
2024 Q4	–	Sell	-36,500	Closed	-$408K	–	383
2024 Q3	$408K	Hold	36,500	–	–	0.06%	195
2024 Q2	$373K	Hold	36,500	–	–	0.06%	192
2024 Q1	$377K	Hold	36,500	–	–	0.06%	196
2023 Q4	$345K	Sell	36,500 -1,800	-5%	-$16.3K	0.07%	185
2023 Q3	$346K	Sell	38,300 -3,500	-8%	-$33.2K	0.08%	167
2023 Q2	$395K	Hold	41,800	–	–	0.09%	161
2023 Q1	$395K	Buy	+41,800	New	+$449K	0.09%	160

Other funds holding PGZ

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

CEFA

Closed-End Fund Advisors Richmond, Virginia $102M AUM

SWM

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

CCFM

Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

KFP

Kerr Financial Planning Fresno, California $89.6M AUM 72.71% 1-Year Est. Return

NWF Advisory Services's PGZ Position: Q2 2026 in Review

NWF Advisory Services reduced its Principal Real Estate Income Fund (PGZ) stake by 17% in Q2 2026, selling an estimated $80.2K and leaving 40,200 shares worth $414K. The position accounts for 0.04% of the portfolio, ranked #252.

NWF Advisory Services first reported a position in PGZ in Q1 2023 and has held it in 13 quarters since. The position peaked at $502K in Q3 2025. 14 funds tracked by Wall St. Rank hold PGZ as of Q2 2026.

NWF Advisory Services held 40,200 shares of Principal Real Estate Income Fund worth $414K as of Q2 2026.
NWF Advisory Services sold 8,000 Principal Real Estate Income Fund shares in Q2 2026, an estimated $80.2K.
Principal Real Estate Income Fund made up 0.04% of NWF Advisory Services's portfolio in Q2 2026, its #252 holding.
NWF Advisory Services first reported a position in Principal Real Estate Income Fund in Q1 2023 and has held it in 13 quarters since.
NWF Advisory Services's Principal Real Estate Income Fund position peaked at $502K in Q3 2025.
14 funds tracked by Wall St. Rank held Principal Real Estate Income Fund as of Q2 2026.

Based on NWF Advisory Services's 13F filing for Q2 2026, filed 29 Jul 2026.