PA
PGZ

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

Parallel 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
2022
Q4 		– Sell
-1
Closed – – 3484
2022
Q3 		$0 Hold
1
– – ﹤0.01% 3407
2022
Q2 		$0 Hold
1
– – ﹤0.01% 3264
2022
Q1 		$0 Hold
1
– – ﹤0.01% 3196
2021
Q4 		$0 Hold
1
– – ﹤0.01% 3239
2021
Q3 		$0 Hold
1
– – ﹤0.01% 3223
2021
Q2 		$0 Hold
1
– – ﹤0.01% 3033
2021
Q1 		$0 Hold
1
– – ﹤0.01% 2875
2020
Q4 		$0 Sell
1
-164
-99% -$1.82K ﹤0.01% 2682
2020
Q3 		$2K Hold
165
– – ﹤0.01% 2326
2020
Q2 		$1K Buy
+165
New +$2K ﹤0.01% 2352

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
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Parallel Advisors's PGZ Position: Q4 2022 in Review

Parallel Advisors sold out of Principal Real Estate Income Fund (PGZ) in Q4 2022, closing a stake of 1 share.

Parallel Advisors first reported a position in PGZ in Q2 2020 and held it in 10 quarters. The position peaked at $2K in Q3 2020. 29 funds tracked by Wall St. Rank hold PGZ as of Q4 2022.

  • Parallel Advisors reported no remaining Principal Real Estate Income Fund position as of Q4 2022 after selling out during the quarter.
  • Parallel Advisors sold 1 Principal Real Estate Income Fund share in Q4 2022.
  • Parallel Advisors first reported a position in Principal Real Estate Income Fund in Q2 2020 and held it in 10 quarters.
  • Parallel Advisors's Principal Real Estate Income Fund position peaked at $2K in Q3 2020.
  • 29 funds tracked by Wall St. Rank held Principal Real Estate Income Fund as of Q4 2022.

Based on Parallel Advisors's 13F filing for Q4 2022, filed 6 Feb 2023.