SA
PGZ

Sanctuary Advisors’s Principal Real Estate Income Fund PGZ Stock Holding History

Sanctuary Advisors’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
Q1 		– Sell
-41,050
Closed -$419K – 2392
2024
Q4 		$419K Hold
41,050
– – ﹤0.01% 1801
2024
Q3 		$436K Sell
41,050
-655
-2% -$7.03K ﹤0.01% 1778
2024
Q2 		$411K Buy
+41,705
New +$419K ﹤0.01% 1768

Other funds holding PGZ

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 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
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
NAS
NWF Advisory Services Los Angeles, California $886M AUM 25.41% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Sanctuary Advisors's PGZ Position: Q1 2025 in Review

Sanctuary Advisors sold out of Principal Real Estate Income Fund (PGZ) in Q1 2025, closing a stake of 41,050 shares — an estimated $419K sold.

Sanctuary Advisors first reported a position in PGZ in Q2 2024 and held it in 3 quarters. The position peaked at $436K in Q3 2024. 28 funds tracked by Wall St. Rank hold PGZ as of Q1 2025.

  • Sanctuary Advisors reported no remaining Principal Real Estate Income Fund position as of Q1 2025 after selling out during the quarter.
  • Sanctuary Advisors sold 41,050 Principal Real Estate Income Fund shares in Q1 2025, an estimated $419K.
  • Sanctuary Advisors first reported a position in Principal Real Estate Income Fund in Q2 2024 and held it in 3 quarters.
  • Sanctuary Advisors's Principal Real Estate Income Fund position peaked at $436K in Q3 2024.
  • 28 funds tracked by Wall St. Rank held Principal Real Estate Income Fund as of Q1 2025.

Based on Sanctuary Advisors's 13F filing for Q1 2025, filed 6 Jan 2026.