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
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 $1.66T AUM 25.57% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
CEFA
Closed-End Fund Advisors Richmond, Virginia $102M AUM
EPW
Evolve Private Wealth Los Angeles, California $1.87B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
NAS
NWF Advisory Services Los Angeles, California $1.06B AUM 48.27% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Wolverine Asset Management's PGZ Position: Q1 2026 in Review

Wolverine Asset Management reduced its Principal Real Estate Income Fund (PGZ) stake by 39% in Q1 2026, selling an estimated $117K and leaving 18,174 shares worth $175K. The position accounts for ﹤0.01% of the portfolio, ranked #1103.

Wolverine Asset Management first reported a position in PGZ in Q2 2014 and has held it in 9 quarters since. The position peaked at $557K in Q4 2024. 34 funds tracked by Wall St. Rank hold PGZ as of Q1 2026.

  • Wolverine Asset Management held 18,174 shares of Principal Real Estate Income Fund worth $175K as of Q1 2026.
  • Wolverine Asset Management sold 11,564 Principal Real Estate Income Fund shares in Q1 2026, an estimated $117K.
  • Principal Real Estate Income Fund made up ﹤0.01% of Wolverine Asset Management's portfolio in Q1 2026, its #1103 holding.
  • Wolverine Asset Management first reported a position in Principal Real Estate Income Fund in Q2 2014 and has held it in 9 quarters since.
  • Wolverine Asset Management's Principal Real Estate Income Fund position peaked at $557K in Q4 2024.
  • 34 funds tracked by Wall St. Rank held Principal Real Estate Income Fund as of Q1 2026.

Based on Wolverine Asset Management's 13F filing for Q1 2026, filed 4 May 2026.