SIA
PGZ

Sit Investment Associates’s Principal Real Estate Income Fund PGZ Stock Holding History

Sit Investment Associates’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
2024
Q2 		– Sell
-57,921
Closed -$598K – 543
2024
Q1 		$598K Sell
57,921
-6,876
-11% -$68.7K 0.01% 395
2023
Q4 		$612K Buy
+64,797
New +$587K 0.02% 394

Other funds holding PGZ

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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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
NAS
NWF Advisory Services Los Angeles, California $1.06B AUM 48.27% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Sit Investment Associates's PGZ Position: Q2 2024 in Review

Sit Investment Associates sold out of Principal Real Estate Income Fund (PGZ) in Q2 2024, closing a stake of 57,921 shares — an estimated $598K sold.

Sit Investment Associates first reported a position in PGZ in Q4 2023 and held it in 2 quarters. The position peaked at $612K in Q4 2023. 26 funds tracked by Wall St. Rank hold PGZ as of Q2 2024.

  • Sit Investment Associates reported no remaining Principal Real Estate Income Fund position as of Q2 2024 after selling out during the quarter.
  • Sit Investment Associates sold 57,921 Principal Real Estate Income Fund shares in Q2 2024, an estimated $598K.
  • Sit Investment Associates first reported a position in Principal Real Estate Income Fund in Q4 2023 and held it in 2 quarters.
  • Sit Investment Associates's Principal Real Estate Income Fund position peaked at $612K in Q4 2023.
  • 26 funds tracked by Wall St. Rank held Principal Real Estate Income Fund as of Q2 2024.

Based on Sit Investment Associates's 13F filing for Q2 2024, filed 14 Aug 2024.