Ifp Advisors, Inc Principal Real Estate Income Fund Transaction History

Ifp Advisors, Inc

$2.42 Billion
Q2 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Sep 06, 2022	BUY	$12.12 - $15.75 $5,878 - $7,638	485 New	485 $8,000
Q2 2022 Aug 12, 2022	SELL	$12.12 - $15.75 $5,878 - $7,638	-485 Closed	0 $0
Q1 2022 Sep 06, 2022	BUY	$14.36 - $16.01 $6,964 - $7,764	485 New	485 $0
Q3 2019 Nov 07, 2019	SELL	$18.87 - $20.57 $18,209 - $19,850	-965 Closed	0 $0
Q1 2019 May 15, 2019	BUY	$16.06 - $18.64 $15,497 - $17,987	965 New	965 $18,000
Q2 2018 Aug 07, 2018	SELL	$16.49 - $17.75 $0 - $0	0 Closed	0 $0
Q1 2018 Jun 03, 2019	BUY	$16.33 - $17.61 $0 - $0	0 New	0 $0
Q1 2018 May 09, 2018	SELL	$16.33 - $17.61 $0 - $0	0 Closed	0 $0
Q4 2017 Jun 03, 2019	BUY	$16.91 - $18.04 $0 - $0	0 New	0 $0
Q4 2017 Jan 24, 2018	SELL	$16.91 - $18.04 $18,009 - $19,212	-1,065 Closed	0 $0
Q2 2016 Jun 03, 2019	BUY	N/A	100 Added 10.36%	1,065 $19,000
Q1 2016 Jun 03, 2019	BUY	N/A	965	965 $18,000

Others Institutions Holding PGZ

# of Institutions

30

Shares Held

1.75M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

453K
Shares

$4.79 Million
0.0% of portfolio
Saba Capital Management, L.P. New York, NY

450K
Shares

$4.75 Million
0.11% of portfolio
Bulldog Investors, LLP Saddle Brook, NJ

182K
Shares

$1.92 Million
1.03% of portfolio
Riverbridge Partners LLC

165K
Shares

$1.74 Million
0.03% of portfolio
Kovitz Investment Group Partners, LLC

135K
Shares

$1.42 Million
0.01% 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 ...

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