Golden State Wealth Management, LLC Principal Real Estate Income Fund Transaction History

Golden State Wealth Management, LLC

$667 Billion
Q4 2024

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Jan 28, 2021	SELL	$9.46 - $12.19 $25,267 - $32,559	-2,671 Closed	0 $0
Q3 2020 Nov 12, 2020	BUY	$10.69 - $12.29 $28,552 - $32,826	2,671 New	2,671 $29,000
Q2 2020 Aug 11, 2020	SELL	$11.04 - $13.4 $27,864 - $33,821	-2,524 Closed	0 $0
Q1 2020 Apr 17, 2020	BUY	$11.03 - $21.88 $27,839 - $55,225	2,524 New	2,524 $31,000

Others Institutions Holding PGZ

# of Institutions

31

Shares Held

1.75M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

453K
Shares

$4.62 Million
0.0% of portfolio
Saba Capital Management, L.P. New York, NY

450K
Shares

$4.58 Million
0.11% of portfolio
Bulldog Investors, LLP Saddle Brook, NJ

182K
Shares

$1.85 Million
1.03% of portfolio
Kovitz Investment Group Partners, LLC

135K
Shares

$1.37 Million
0.01% of portfolio
Riverbridge Partners LLC

124K
Shares

$1.26 Million
0.02% 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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