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
Q2 		$768K Buy
74,647
+14,041
+23% +$141K ﹤0.01% 4186
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 $1.89T AUM 35.08% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 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
EPW
Evolve Private Wealth Los Angeles, California $1.64B AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
NAS
NWF Advisory Services Los Angeles, California $1.06B AUM 48.27% 1-Year Est. Return

Raymond James Financial's PGZ Position: Q2 2026 in Review

Raymond James Financial increased its Principal Real Estate Income Fund (PGZ) stake by 23% in Q2 2026, buying an estimated $141K and bringing the position to 74,647 shares worth $768K. The position accounts for ﹤0.01% of the portfolio, ranked #4186.

Raymond James Financial first reported a position in PGZ in Q4 2024 and has held it in 7 quarters since. 30 funds tracked by Wall St. Rank hold PGZ as of Q2 2026.

  • Raymond James Financial held 74,647 shares of Principal Real Estate Income Fund worth $768K as of Q2 2026.
  • Raymond James Financial bought 14,041 Principal Real Estate Income Fund shares in Q2 2026, an estimated $141K.
  • Principal Real Estate Income Fund made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #4186 holding.
  • Raymond James Financial first reported a position in Principal Real Estate Income Fund in Q4 2024 and has held it in 7 quarters since.
  • 30 funds tracked by Wall St. Rank held Principal Real Estate Income Fund as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.