RP
PGZ

Riverbridge Partners’s Principal Real Estate Income Fund PGZ Stock Holding History

Riverbridge Partners’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 		$2.1M Buy
204,139
+1,871
+0.9% +$18.7K 0.06% 114
2026
Q1 		$1.94M Buy
202,268
+15,064
+8% +$153K 0.05% 122
2025
Q4 		$1.87M Buy
187,204
+42,232
+29% +$432K 0.04% 126
2025
Q3 		$1.52M Buy
144,972
+3,600
+3% +$37.7K 0.03% 116
2025
Q2 		$1.49M Buy
141,372
+5,314
+4% +$54.7K 0.02% 113
2025
Q1 		$1.43M Buy
136,058
+12,481
+10% +$129K 0.02% 112
2024
Q4 		$1.22M Sell
123,577
-41,486
-25% -$440K 0.02% 118
2024
Q3 		$1.84M Buy
165,063
+3,172
+2% +$34.1K 0.02% 102
2024
Q2 		$1.65M Buy
161,891
+4,664
+3% +$46.8K 0.02% 109
2024
Q1 		$1.62M Buy
157,227
+3,802
+2% +$38K 0.02% 106
2023
Q4 		$1.45M Buy
153,425
+1,527
+1% +$13.8K 0.02% 113
2023
Q3 		$1.37M Buy
151,898
+18,965
+14% +$180K 0.02% 109
2023
Q2 		$1.26M Sell
132,933
-10,512
-7% -$99.3K 0.02% 109
2023
Q1 		$1.36M Buy
143,445
+2,949
+2% +$31.7K 0.02% 109
2022
Q4 		$1.45M Buy
140,496
+6,581
+5% +$71.8K 0.02% 115
2022
Q3 		$1.48M Buy
133,915
+3,214
+2% +$41.1K 0.02% 116
2022
Q2 		$1.69M Buy
+130,701
New +$1.81M 0.03% 114

Other funds holding PGZ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
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

Riverbridge Partners's PGZ Position: Q2 2026 in Review

Riverbridge Partners increased its Principal Real Estate Income Fund (PGZ) stake by 0.93% in Q2 2026, buying an estimated $18.7K and bringing the position to 204,139 shares worth $2.1M. The position accounts for 0.06% of the portfolio, ranked #114.

Riverbridge Partners first reported a position in PGZ in Q2 2022 and has held it in 17 quarters since. 31 funds tracked by Wall St. Rank hold PGZ as of Q2 2026.

  • Riverbridge Partners held 204,139 shares of Principal Real Estate Income Fund worth $2.1M as of Q2 2026.
  • Riverbridge Partners bought 1,871 Principal Real Estate Income Fund shares in Q2 2026, an estimated $18.7K.
  • Principal Real Estate Income Fund made up 0.06% of Riverbridge Partners's portfolio in Q2 2026, its #114 holding.
  • Riverbridge Partners first reported a position in Principal Real Estate Income Fund in Q2 2022 and has held it in 17 quarters since.
  • 31 funds tracked by Wall St. Rank held Principal Real Estate Income Fund as of Q2 2026.

Based on Riverbridge Partners's 13F filing for Q2 2026, filed 13 Jul 2026.