Kozak & Associates, Inc. Principal Real Estate Income Fund Transaction History
Kozak & Associates, Inc.
- $482 Million
- Q2 2025
A detailed history of Kozak & Associates, Inc. transactions in Principal Real Estate Income Fund stock. As of the latest transaction made, Kozak & Associates, Inc. holds 976 shares of PGZ stock, worth $10,208. This represents 0.0% of its overall portfolio holdings.
Number of Shares
976Holding current value
$10,208% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding PGZ
# of Institutions
32Shares Held
1.84MCall Options Held
0Put Options Held
0-
Saba Capital Management, L.P. New York, NY424KShares$4.44 Million0.12% of portfolio
-
Morgan Stanley New York, NY423KShares$4.42 Million0.0% of portfolio
-
Bulldog Investors, LLP Saddle Brook, NJ369KShares$3.86 Million1.66% of portfolio
-
Riverbridge Partners LLC136KShares$1.42 Million0.02% of portfolio
-
J.W. Cole Advisors, Inc.95.3KShares$996,7540.03% 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 ...