WAM
PGZ

Wolverine Asset Management’s Principal Real Estate Income Fund PGZ Stock Holding History

Wolverine Asset Management’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 		– Sell
-18,174
Closed -$175K – 1831
2026
Q1 		$175K Sell
18,174
-11,564
-39% -$117K ﹤0.01% 1103
2025
Q4 		$298K Buy
+29,738
New +$304K ﹤0.01% 1045
2025
Q2 		– Sell
-7,649
Closed -$80.5K – 1759
2025
Q1 		$80.5K Sell
7,649
-48,689
-86% -$503K ﹤0.01% 1119
2024
Q4 		$557K Buy
+56,338
New +$598K 0.01% 845
2024
Q3 		– Sell
-4,269
Closed -$43.6K – 1762
2024
Q2 		$43.6K Buy
+4,269
New +$42.9K ﹤0.01% 1178
2023
Q2 		– Sell
-4,502
Closed -$42.6K – 1903
2023
Q1 		$42.6K Buy
+4,502
New +$48.3K ﹤0.01% 1226
2015
Q2 		– Sell
-1,161
Closed -$22K – 1984
2015
Q1 		$22K Buy
1,161
+305
+36% +$5.93K ﹤0.01% 1435
2014
Q4 		$15K Buy
+856
New +$16.4K ﹤0.01% 1684
2014
Q3 		– Sell
-569
Closed -$10K – 2633
2014
Q2 		$10K Buy
+569
New +$10.8K ﹤0.01% 1867

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

Wolverine Asset Management's PGZ Position: Q2 2026 in Review

Wolverine Asset Management sold out of Principal Real Estate Income Fund (PGZ) in Q2 2026, closing a stake of 18,174 shares — an estimated $175K sold.

Wolverine Asset Management first reported a position in PGZ in Q2 2014 and held it in 9 quarters. The position peaked at $557K in Q4 2024. 30 funds tracked by Wall St. Rank hold PGZ as of Q2 2026.

  • Wolverine Asset Management reported no remaining Principal Real Estate Income Fund position as of Q2 2026 after selling out during the quarter.
  • Wolverine Asset Management sold 18,174 Principal Real Estate Income Fund shares in Q2 2026, an estimated $175K.
  • Wolverine Asset Management first reported a position in Principal Real Estate Income Fund in Q2 2014 and held it in 9 quarters.
  • Wolverine Asset Management's Principal Real Estate Income Fund position peaked at $557K in Q4 2024.
  • 30 funds tracked by Wall St. Rank held Principal Real Estate Income Fund as of Q2 2026.

Based on Wolverine Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.