J.W. Cole Advisors, Inc. Principal Real Estate Income Fund Transaction History
J.W. Cole Advisors, Inc.
- $4.58 Billion
- Q2 2025
A detailed history of J.W. Cole Advisors, Inc. transactions in Principal Real Estate Income Fund stock. As of the latest transaction made, J.W. Cole Advisors, Inc. holds 98,453 shares of PGZ stock, worth $1.01 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
98,453
Previous 95,292
3.32%
Holding current value
$1.01 Million
Previous $1 Million
3.19%
% of portfolio
0.02%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding PGZ
# of Institutions
34Shares Held
1.84MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY401KShares$4.12 Million0.0% of portfolio
-
Bulldog Investors, LLP Saddle Brook, NJ371KShares$3.81 Million1.46% of portfolio
-
Saba Capital Management, L.P. New York, NY362KShares$3.71 Million0.1% of portfolio
-
Riverbridge Partners LLC141KShares$1.45 Million0.02% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ56.6KShares$581,2100.0% 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 ...