Ever Source Wealth Advisors, LLC Principal Real Estate Income Fund Transaction History
Ever Source Wealth Advisors, LLC
- $1.48 Billion
- Q3 2024
A detailed history of Ever Source Wealth Advisors, LLC transactions in Principal Real Estate Income Fund stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 4,149 shares of PGZ stock, worth $42,942. This represents 0.0% of its overall portfolio holdings.
Number of Shares
4,149
Previous 4,071
1.92%
Holding current value
$42,942
Previous $41,000
12.2%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding PGZ
# of Institutions
31Shares Held
1.79MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY453KShares$4.69 Million0.0% of portfolio
-
Saba Capital Management, L.P. New York, NY450KShares$4.65 Million0.11% of portfolio
-
Bulldog Investors, LLP Saddle Brook, NJ182KShares$1.88 Million1.03% of portfolio
-
Riverbridge Partners LLC165KShares$1.71 Million0.03% of portfolio
-
Kovitz Investment Group Partners, LLC135KShares$1.39 Million0.01% 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 ...