Syverson Strege & Co’s Principal Real Estate Income Fund PGZ Stock Holding History

Syverson Strege & Co’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
2021 Q4	–	Sell	-1,321	Closed	-$19K	–	434
2021 Q3	$19K	Buy	1,321 +22	+2%	+$338	0.02%	195
2021 Q2	$20K	Buy	1,299 +21	+2%	+$314	0.02%	171
2021 Q1	$17K	Buy	1,278 +23	+2%	+$298	0.02%	170
2020 Q4	$15K	Buy	+1,255	New	+$14K	0.01%	166

Other funds holding PGZ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Syverson Strege & Co's PGZ Position: Q4 2021 in Review

Syverson Strege & Co sold out of Principal Real Estate Income Fund (PGZ) in Q4 2021, closing a stake of 1,321 shares — an estimated $19K sold.

Syverson Strege & Co first reported a position in PGZ in Q4 2020 and held it in 4 quarters. The position peaked at $20K in Q2 2021. 27 funds tracked by Wall St. Rank hold PGZ as of Q4 2021.

Syverson Strege & Co reported no remaining Principal Real Estate Income Fund position as of Q4 2021 after selling out during the quarter.
Syverson Strege & Co sold 1,321 Principal Real Estate Income Fund shares in Q4 2021, an estimated $19K.
Syverson Strege & Co first reported a position in Principal Real Estate Income Fund in Q4 2020 and held it in 4 quarters.
Syverson Strege & Co's Principal Real Estate Income Fund position peaked at $20K in Q2 2021.
27 funds tracked by Wall St. Rank held Principal Real Estate Income Fund as of Q4 2021.

Based on Syverson Strege & Co's 13F filing for Q4 2021, filed 19 Jan 2022.