TWP
PGZ

TFO Wealth Partners’s Principal Real Estate Income Fund PGZ Stock Holding History

TFO Wealth Partners’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
Q2 		– Sell
-1,500
Closed -$20K – 160
2021
Q1 		$20K Buy
+1,500
New +$19.4K 0.01% 107

Other funds holding PGZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return

TFO Wealth Partners's PGZ Position: Q2 2021 in Review

TFO Wealth Partners sold out of Principal Real Estate Income Fund (PGZ) in Q2 2021, closing a stake of 1,500 shares — an estimated $20K sold.

TFO Wealth Partners first reported a position in PGZ in Q1 2021 and held it in 1 quarter. The position peaked at $20K in Q1 2021. 29 funds tracked by Wall St. Rank hold PGZ as of Q2 2021.

  • TFO Wealth Partners reported no remaining Principal Real Estate Income Fund position as of Q2 2021 after selling out during the quarter.
  • TFO Wealth Partners sold 1,500 Principal Real Estate Income Fund shares in Q2 2021, an estimated $20K.
  • TFO Wealth Partners first reported a position in Principal Real Estate Income Fund in Q1 2021 and held it in 1 quarter.
  • TFO Wealth Partners's Principal Real Estate Income Fund position peaked at $20K in Q1 2021.
  • 29 funds tracked by Wall St. Rank held Principal Real Estate Income Fund as of Q2 2021.

Based on TFO Wealth Partners's 13F filing for Q2 2021, filed 14 Jul 2021.