SAM
PGZ

S.A. Mason’s Principal Real Estate Income Fund PGZ Stock Holding History

S.A. Mason’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
2025
Q3 		– Sell
-1,041
Closed -$11K – 330
2025
Q2 		$11K Buy
1,041
+31
+3% +$319 0.01% 349
2025
Q1 		$10.6K Buy
+1,010
New +$10.4K 0.01% 336

Other funds holding PGZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.14% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 12.96% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
NAS
NWF Advisory Services Los Angeles, California $1.06B AUM 48.27% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

S.A. Mason's PGZ Position: Q3 2025 in Review

S.A. Mason sold out of Principal Real Estate Income Fund (PGZ) in Q3 2025, closing a stake of 1,041 shares — an estimated $11K sold.

S.A. Mason first reported a position in PGZ in Q1 2025 and held it in 2 quarters. The position peaked at $11K in Q2 2025. 33 funds tracked by Wall St. Rank hold PGZ as of Q3 2025.

  • S.A. Mason reported no remaining Principal Real Estate Income Fund position as of Q3 2025 after selling out during the quarter.
  • S.A. Mason sold 1,041 Principal Real Estate Income Fund shares in Q3 2025, an estimated $11K.
  • S.A. Mason first reported a position in Principal Real Estate Income Fund in Q1 2025 and held it in 2 quarters.
  • S.A. Mason's Principal Real Estate Income Fund position peaked at $11K in Q2 2025.
  • 33 funds tracked by Wall St. Rank held Principal Real Estate Income Fund as of Q3 2025.

Based on S.A. Mason's 13F filing for Q3 2025, filed 14 Oct 2025.