Clarus Wealth Advisors Principal Real Estate Income Fund Transaction History

Clarus Wealth Advisors

$178 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2019 Oct 11, 2019	SELL	$18.87 - $20.57 $7,548 - $8,228	-400 Closed	0 $0
Q1 2019 Apr 04, 2019	BUY	$16.06 - $18.64 $6,423 - $7,456	400 New	400 $7,000

Others Institutions Holding PGZ

# of Institutions

27

Shares Held

2M

Call Options Held

0

Put Options Held

0

Saba Capital Management, L.P. New York, NY

568K
Shares

$5.85 Million
0.1% of portfolio
Morgan Stanley New York, NY

456K
Shares

$4.69 Million
0.0% of portfolio
Bulldog Investors, LLP Saddle Brook, NJ

298K
Shares

$3.07 Million
1.33% of portfolio
Riverbridge Partners LLC

157K
Shares

$1.62 Million
0.02% of portfolio
Relative Value Partners Group, LLC Northbrook, IL

141K
Shares

$1.45 Million
0.09% 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 ...

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