TD Waterhouse Canada’s Principal Real Estate Income Fund PGZ Stock Holding History

TD Waterhouse Canada’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	$10.3K	Hold	1,000	–	–	﹤0.01%	1822
2026 Q1	$9.87K	Hold	1,000	–	–	﹤0.01%	1760
2025 Q4	$9.99K	Hold	1,000	–	–	﹤0.01%	1549
2025 Q3	$10.5K	Hold	1,000	–	–	﹤0.01%	1530
2025 Q2	$10.5K	Hold	1,000	–	–	﹤0.01%	1448
2025 Q1	$10.5K	Hold	1,000	–	–	﹤0.01%	1392
2024 Q4	$9.88K	Hold	1,000	–	–	﹤0.01%	1415
2024 Q3	$11.2K	Buy	+1,000	New	+$10.7K	﹤0.01%	1343

Other funds holding PGZ

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SWM

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

CCFM

Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return

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

TD Waterhouse Canada's PGZ Position: Q2 2026 in Review

TD Waterhouse Canada held its Principal Real Estate Income Fund (PGZ) position steady in Q2 2026 at 1,000 shares worth $10.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1822.

TD Waterhouse Canada first reported a position in PGZ in Q3 2024 and has held it in 8 quarters since. The position peaked at $11.2K in Q3 2024. 18 funds tracked by Wall St. Rank hold PGZ as of Q2 2026.

TD Waterhouse Canada held 1,000 shares of Principal Real Estate Income Fund worth $10.3K as of Q2 2026.
TD Waterhouse Canada left its Principal Real Estate Income Fund share count unchanged in Q2 2026.
Principal Real Estate Income Fund made up ﹤0.01% of TD Waterhouse Canada's portfolio in Q2 2026, its #1822 holding.
TD Waterhouse Canada first reported a position in Principal Real Estate Income Fund in Q3 2024 and has held it in 8 quarters since.
TD Waterhouse Canada's Principal Real Estate Income Fund position peaked at $11.2K in Q3 2024.
18 funds tracked by Wall St. Rank held Principal Real Estate Income Fund as of Q2 2026.

Based on TD Waterhouse Canada's 13F filing for Q2 2026, filed 27 Jul 2026.