Marshall & Sterling Wealth Advisors Inc. Principal Real Estate Income Fund Transaction History
Marshall & Sterling Wealth Advisors Inc.
- $148 Billion
- Q2 2025
A detailed history of Marshall & Sterling Wealth Advisors Inc. transactions in Principal Real Estate Income Fund stock. As of the latest transaction made, Marshall & Sterling Wealth Advisors Inc. holds 115 shares of PGZ stock, worth $1,192. This represents 0.0% of its overall portfolio holdings.
Number of Shares
115
Previous 111
3.6%
Holding current value
$1,192
Previous $1.17 Million
3.0%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding PGZ
# of Institutions
37Shares Held
1.89MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY401KShares$4.16 Million0.0% of portfolio
-
Bulldog Investors, LLP Saddle Brook, NJ371KShares$3.85 Million1.46% of portfolio
-
Saba Capital Management, L.P. New York, NY362KShares$3.75 Million0.1% of portfolio
-
Riverbridge Partners LLC145KShares$1.5 Million0.03% of portfolio
-
J.W. Cole Advisors, Inc.112KShares$1.16 Million0.02% 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 ...