Glass Jacobson Investment Advisors LLC Principal Real Estate Income Fund Transaction History
Glass Jacobson Investment Advisors LLC
- $260 Billion
- Q2 2025
A detailed history of Glass Jacobson Investment Advisors LLC transactions in Principal Real Estate Income Fund stock. As of the latest transaction made, Glass Jacobson Investment Advisors LLC holds 1,420 shares of PGZ stock, worth $14,824. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,420
Previous 1,415
0.35%
Holding current value
$14,824
Previous $14 Million
6.85%
% of portfolio
0.01%
Previous 0.0%
Shares
7 transactions
Others Institutions Holding PGZ
# of Institutions
33Shares Held
1.85MCall Options Held
0Put Options Held
0-
Saba Capital Management, L.P. New York, NY424KShares$4.43 Million0.12% of portfolio
-
Morgan Stanley New York, NY423KShares$4.41 Million0.0% of portfolio
-
Bulldog Investors, LLP Saddle Brook, NJ369KShares$3.86 Million1.66% of portfolio
-
Riverbridge Partners LLC141KShares$1.48 Million0.02% of portfolio
-
J.W. Cole Advisors, Inc.95.3KShares$994,8480.03% 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 ...