Blue Bell Private Wealth Management, LLC Principal Real Estate Income Fund Transaction History
Blue Bell Private Wealth Management, LLC
- $460 Million
- Q2 2024
A detailed history of Blue Bell Private Wealth Management, LLC transactions in Principal Real Estate Income Fund stock. As of the latest transaction made, Blue Bell Private Wealth Management, LLC holds 12,971 shares of PGZ stock, worth $145,145. This represents 0.03% of its overall portfolio holdings.
Number of Shares
12,971
Previous 13,271
2.26%
Holding current value
$145,145
Previous $137,000
3.65%
% of portfolio
0.03%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding PGZ
# of Institutions
28Shares Held
1.8MCall Options Held
0Put Options Held
0-
Saba Capital Management, L.P. New York, NY568KShares$6.36 Million0.1% of portfolio
-
Morgan Stanley New York, NY456KShares$5.1 Million0.0% of portfolio
-
Bulldog Investors, LLP Saddle Brook, NJ316KShares$3.53 Million1.53% of portfolio
-
Riverbridge Partners LLC162KShares$1.81 Million0.02% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ60.9KShares$681,1680.0% of portfolio
About Principal Real Estate Income Fund
- Ticker PGZ
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management
- Description
- Principal Real Estate Income Fund is a closed ended balanced mutual fund launched and managed by ALPS Advisers, Inc. It is co-managed by Principal Real Estate Investors, LLC. The fund invests in public equity and fixed income markets of the United States. It seeks to invest in commercial mortgage backed securities, real estate investment trusts ...