Wells Fargo
PGZ

Wells Fargo’s Principal Real Estate Income Fund PGZ Stock Holding History

Wells Fargo’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 		$232K Buy
22,500
+9,988
+80% +$100K ﹤0.01% 5110
2026
Q1 		$120K Buy
12,512
+12,511
+1,251,100% +$127K ﹤0.01% 5003
2025
Q4 		$15 Sell
1
-1
-50% -$10 ﹤0.01% 6798
2025
Q3 		$16 Buy
+2
New +$21 ﹤0.01% 6751
2025
Q2 		– Sell
-1
Closed -$10 – 7010
2025
Q1 		$14 Sell
1
-271
-100% -$2.8K ﹤0.01% 6730
2024
Q4 		$2.68K Buy
+272
New +$2.89K ﹤0.01% 6149
2024
Q3 		– Sell
-202
Closed -$2.17K – 6779
2024
Q2 		$2.06K Sell
202
-1,999
-91% -$20.1K ﹤0.01% 6013
2024
Q1 		$22.7K Sell
2,201
-1,400
-39% -$14K ﹤0.01% 5547
2023
Q4 		$34K Sell
3,601
-48,155
-93% -$437K ﹤0.01% 5416
2023
Q3 		$467K Buy
51,756
+1,262
+2% +$12K ﹤0.01% 3830
2023
Q2 		$478K Buy
50,494
+25,099
+99% +$237K ﹤0.01% 3980
2023
Q1 		$240K Buy
25,395
+3,742
+17% +$40.2K ﹤0.01% 4320
2022
Q4 		$224K Sell
21,653
-25,456
-54% -$278K ﹤0.01% 4113
2022
Q3 		$520K Sell
47,109
-4,123
-8% -$52.7K ﹤0.01% 3663
2022
Q2 		$661K Sell
51,232
-2,165
-4% -$29.9K ﹤0.01% 3564
2022
Q1 		$839K Sell
53,397
-1,046
-2% -$15.9K ﹤0.01% 4038
2021
Q4 		$859K Sell
54,443
-1,980
-4% -$30.5K ﹤0.01% 4238
2021
Q3 		$830K Sell
56,423
-3,076
-5% -$47.3K ﹤0.01% 4363
2021
Q2 		$902K Buy
59,499
+257
+0.4% +$3.85K ﹤0.01% 4275
2021
Q1 		$800K Sell
59,242
-9,829
-14% -$127K ﹤0.01% 4401
2020
Q4 		$842K Buy
69,071
+1,396
+2% +$15.5K ﹤0.01% 4158
2020
Q3 		$725K Sell
67,675
-4,999
-7% -$58.2K ﹤0.01% 4093
2020
Q2 		$873K Buy
72,674
+15,952
+28% +$193K ﹤0.01% 3916
2020
Q1 		$687K Buy
56,722
+4,249
+8% +$81.5K ﹤0.01% 3794
2019
Q4 		$1.11M Sell
52,473
-3,810
-7% -$79.4K ﹤0.01% 3789
2019
Q3 		$1.16M Sell
56,283
-8,370
-13% -$164K ﹤0.01% 3726
2019
Q2 		$1.23M Sell
64,653
-11,153
-15% -$210K ﹤0.01% 3724
2019
Q1 		$1.41M Sell
75,806
-4,168
-5% -$73.3K ﹤0.01% 3627
2018
Q4 		$1.32M Sell
79,974
-17,835
-18% -$302K ﹤0.01% 3625
2018
Q3 		$1.69M Buy
97,809
+15,053
+18% +$271K ﹤0.01% 3544
2018
Q2 		$1.47M Sell
82,756
-3,310
-4% -$56.4K ﹤0.01% 3697
2018
Q1 		$1.44M Buy
86,066
+8,162
+10% +$137K ﹤0.01% 3637
2017
Q4 		$1.34M Buy
77,904
+9,550
+14% +$166K ﹤0.01% 3701
2017
Q3 		$1.23M Buy
68,354
+5,159
+8% +$94.8K ﹤0.01% 3701
2017
Q2 		$1.14M Sell
63,195
-12,092
-16% -$215K ﹤0.01% 3640
2017
Q1 		$1.32M Buy
75,287
+10,161
+16% +$170K ﹤0.01% 3533
2016
Q4 		$1.04M Buy
65,126
+3,317
+5% +$54.3K ﹤0.01% 3661
2016
Q3 		$1.09M Buy
61,809
+3,479
+6% +$61.7K ﹤0.01% 3430
2016
Q2 		$1.03M Buy
58,330
+3,883
+7% +$66.9K ﹤0.01% 3468
2016
Q1 		$898K Sell
54,447
-3,685
-6% -$57.9K ﹤0.01% 3480
2015
Q4 		$970K Buy
58,132
+672
+1% +$11.4K ﹤0.01% 3497
2015
Q3 		$991K Sell
57,460
-6,642
-10% -$118K ﹤0.01% 3515
2015
Q2 		$1.19M Sell
64,102
-6,193
-9% -$120K ﹤0.01% 3472
2015
Q1 		$1.37M Buy
70,295
+12,130
+21% +$236K ﹤0.01% 3305
2014
Q4 		$1.08M Buy
58,165
+4,584
+9% +$87.7K ﹤0.01% 3453
2014
Q3 		$1.02M Sell
53,581
-1,377
-3% -$26.6K ﹤0.01% 3456
2014
Q2 		$1.05M Buy
54,958
+451
+0.8% +$8.53K ﹤0.01% 3490
2014
Q1 		$995K Buy
54,507
+13,291
+32% +$236K ﹤0.01% 3500
2013
Q4 		$703K Buy
41,216
+16,051
+64% +$278K ﹤0.01% 3629
2013
Q3 		$448K Buy
+25,165
New +$474K ﹤0.01% 3814

Other funds holding PGZ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Lido Advisors
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
EPW
Evolve Private Wealth Los Angeles, California $1.64B AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Wells Fargo's PGZ Position: Q2 2026 in Review

Wells Fargo increased its Principal Real Estate Income Fund (PGZ) stake by 80% in Q2 2026, buying an estimated $100K and bringing the position to 22,500 shares worth $232K. The position accounts for ﹤0.01% of the portfolio, ranked #5110.

Wells Fargo first reported a position in PGZ in Q3 2013 and has held it in 50 quarters since. The position peaked at $1.69M in Q3 2018. 31 funds tracked by Wall St. Rank hold PGZ as of Q2 2026.

  • Wells Fargo held 22,500 shares of Principal Real Estate Income Fund worth $232K as of Q2 2026.
  • Wells Fargo bought 9,988 Principal Real Estate Income Fund shares in Q2 2026, an estimated $100K.
  • Principal Real Estate Income Fund made up ﹤0.01% of Wells Fargo's portfolio in Q2 2026, its #5110 holding.
  • Wells Fargo first reported a position in Principal Real Estate Income Fund in Q3 2013 and has held it in 50 quarters since.
  • Wells Fargo's Principal Real Estate Income Fund position peaked at $1.69M in Q3 2018.
  • 31 funds tracked by Wall St. Rank held Principal Real Estate Income Fund as of Q2 2026.

Based on Wells Fargo's 13F filing for Q2 2026, filed 14 Aug 2026.