SWM
PGZ

SeaCrest Wealth Management’s Principal Real Estate Income Fund PGZ Stock Holding History

SeaCrest Wealth Management’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 		$203K Buy
19,690
+1,134
+6% +$11.4K 0.02% 526
2026
Q1 		$178K Sell
18,556
-741
-4% -$7.5K 0.02% 611
2025
Q4 		$194K Sell
19,297
-133
-0.7% -$1.36K 0.02% 608
2025
Q3 		$202K Buy
19,430
+299
+2% +$3.13K 0.02% 598
2025
Q2 		$201K Sell
19,131
-475
-2% -$4.89K 0.02% 576
2025
Q1 		$206K Sell
19,606
-4,339
-18% -$44.9K 0.02% 608
2024
Q4 		$237K Buy
23,945
+694
+3% +$7.37K 0.02% 571
2024
Q3 		$260K Buy
23,251
+1,794
+8% +$19.3K 0.03% 535
2024
Q2 		$219K Buy
21,457
+388
+2% +$3.9K 0.02% 558
2024
Q1 		$218K Buy
21,069
+3,653
+21% +$36.5K 0.03% 546
2023
Q4 		$164K Buy
17,416
+3,340
+24% +$30.3K 0.02% 589
2023
Q3 		$127K Buy
14,076
+970
+7% +$9.2K 0.02% 592
2023
Q2 		$124K Buy
+13,106
New +$124K 0.02% 601
2022
Q3 		– Sell
-1,561
Closed -$20K – 1250
2022
Q2 		$20K Buy
+1,561
New +$21.6K ﹤0.01% 1483
2019
Q2 		– Sell
-3,217
Closed -$60K – 1471
2019
Q1 		$60K Hold
3,217
– – 0.01% 876
2018
Q4 		$53K Hold
3,217
– – 0.01% 874
2018
Q3 		$55K Hold
3,217
– – 0.01% 960
2018
Q2 		$57K Sell
3,217
-484
-13% -$8.25K 0.01% 930
2018
Q1 		$62K Sell
3,701
-163
-4% -$2.74K 0.01% 870
2017
Q4 		$66K Buy
+3,864
New +$67K 0.01% 857

Other funds holding PGZ

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
CEFA
Closed-End Fund Advisors Richmond, Virginia $102M AUM
NAS
NWF Advisory Services Los Angeles, California $1.06B AUM 48.27% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
KFP
Kerr Financial Planning Fresno, California $89.6M AUM 72.71% 1-Year Est. Return

SeaCrest Wealth Management's PGZ Position: Q2 2026 in Review

SeaCrest Wealth Management increased its Principal Real Estate Income Fund (PGZ) stake by 6.1% in Q2 2026, buying an estimated $11.4K and bringing the position to 19,690 shares worth $203K. The position accounts for 0.02% of the portfolio, ranked #526.

SeaCrest Wealth Management first reported a position in PGZ in Q4 2017 and has held it in 20 quarters since. The position peaked at $260K in Q3 2024. 14 funds tracked by Wall St. Rank hold PGZ as of Q2 2026.

  • SeaCrest Wealth Management held 19,690 shares of Principal Real Estate Income Fund worth $203K as of Q2 2026.
  • SeaCrest Wealth Management bought 1,134 Principal Real Estate Income Fund shares in Q2 2026, an estimated $11.4K.
  • Principal Real Estate Income Fund made up 0.02% of SeaCrest Wealth Management's portfolio in Q2 2026, its #526 holding.
  • SeaCrest Wealth Management first reported a position in Principal Real Estate Income Fund in Q4 2017 and has held it in 20 quarters since.
  • SeaCrest Wealth Management's Principal Real Estate Income Fund position peaked at $260K in Q3 2024.
  • 14 funds tracked by Wall St. Rank held Principal Real Estate Income Fund as of Q2 2026.

Based on SeaCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.