Raymond James Financial
PGZ

Raymond James Financial’s Principal Real Estate Income Fund PGZ Stock Holding History

Raymond James Financial’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
Q1 		$582K Buy
60,606
+9,120
+18% +$92.3K ﹤0.01% 4253
2025
Q4 		$515K Buy
51,486
+2,424
+5% +$24.8K ﹤0.01% 4247
2025
Q3 		$513K Buy
49,062
+5,265
+12% +$55.1K ﹤0.01% 4105
2025
Q2 		$461K Buy
43,797
+19,095
+77% +$197K ﹤0.01% 4057
2025
Q1 		$260K Sell
24,702
-9,353
-27% -$96.7K ﹤0.01% 4288
2024
Q4 		$336K Buy
+34,055
New +$361K ﹤0.01% 4123

Other funds holding PGZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
CEFA
Closed-End Fund Advisors Richmond, Virginia $102M AUM
EPW
Evolve Private Wealth Los Angeles, California $1.87B AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
NAS
NWF Advisory Services Los Angeles, California $1.06B AUM 48.27% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Raymond James Financial's PGZ Position: Q1 2026 in Review

Raymond James Financial increased its Principal Real Estate Income Fund (PGZ) stake by 18% in Q1 2026, buying an estimated $92.3K and bringing the position to 60,606 shares worth $582K. The position accounts for ﹤0.01% of the portfolio, ranked #4253.

Raymond James Financial first reported a position in PGZ in Q4 2024 and has held it in 6 quarters since. 34 funds tracked by Wall St. Rank hold PGZ as of Q1 2026.

  • Raymond James Financial held 60,606 shares of Principal Real Estate Income Fund worth $582K as of Q1 2026.
  • Raymond James Financial bought 9,120 Principal Real Estate Income Fund shares in Q1 2026, an estimated $92.3K.
  • Principal Real Estate Income Fund made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #4253 holding.
  • Raymond James Financial first reported a position in Principal Real Estate Income Fund in Q4 2024 and has held it in 6 quarters since.
  • 34 funds tracked by Wall St. Rank held Principal Real Estate Income Fund as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.