Kovitz Investment Group Partners, LLC Principal Real Estate Income Fund Transaction History
Kovitz Investment Group Partners, LLC
- $15 Billion
- Q3 2024
A detailed history of Kovitz Investment Group Partners, LLC transactions in Principal Real Estate Income Fund stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 134,739 shares of PGZ stock, worth $1.34 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
134,739Holding current value
$1.34 Million% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding PGZ
# of Institutions
31Shares Held
1.79MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY453KShares$4.51 Million0.0% of portfolio
-
Saba Capital Management, L.P. New York, NY450KShares$4.48 Million0.11% of portfolio
-
Bulldog Investors, LLP Saddle Brook, NJ182KShares$1.81 Million1.03% of portfolio
-
Riverbridge Partners LLC165KShares$1.64 Million0.03% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ60.2KShares$599,7910.0% 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 ...