Private Capital Group’s Principal Real Estate Income Fund PGZ Stock Holding History

Private Capital Group’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
2019 Q4	–	Sell	-149	Closed	-$3K	–	2146
2019 Q3	$3K	Buy	+149	New	+$2.93K	﹤0.01%	1819
2019 Q2	–	Sell	-149	Closed	-$3K	–	2375
2019 Q1	$3K	Hold	149	–	–	﹤0.01%	1823
2018 Q4	$2K	Hold	149	–	–	﹤0.01%	1904
2018 Q3	$2K	Hold	149	–	–	﹤0.01%	1963
2018 Q2	$2K	Hold	149	–	–	﹤0.01%	1912
2018 Q1	$2K	Buy	+149	New	+$2.51K	﹤0.01%	1859

Other funds holding PGZ

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CCP

Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Private Capital Group's PGZ Position: Q4 2019 in Review

Private Capital Group sold out of Principal Real Estate Income Fund (PGZ) in Q4 2019, closing a stake of 149 shares — an estimated $3K sold.

Private Capital Group first reported a position in PGZ in Q1 2018 and held it in 6 quarters. The position peaked at $3K in Q3 2019. 32 funds tracked by Wall St. Rank hold PGZ as of Q4 2019.

Private Capital Group reported no remaining Principal Real Estate Income Fund position as of Q4 2019 after selling out during the quarter.
Private Capital Group sold 149 Principal Real Estate Income Fund shares in Q4 2019, an estimated $3K.
Private Capital Group first reported a position in Principal Real Estate Income Fund in Q1 2018 and held it in 6 quarters.
Private Capital Group's Principal Real Estate Income Fund position peaked at $3K in Q3 2019.
32 funds tracked by Wall St. Rank held Principal Real Estate Income Fund as of Q4 2019.

Based on Private Capital Group's 13F filing for Q4 2019, filed 14 Feb 2020.