Marshall & Sterling Wealth Advisors Inc. Principal Real Estate Income Fund Transaction History
Marshall & Sterling Wealth Advisors Inc.
- $145 Billion
- Q4 2024
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 108 shares of PGZ stock, worth $1,119. This represents 0.0% of its overall portfolio holdings.
Number of Shares
108Holding current value
$1,119% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding PGZ
# of Institutions
33Shares Held
1.91MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY443KShares$4.59 Million0.0% of portfolio
-
Saba Capital Management, L.P. New York, NY402KShares$4.17 Million0.1% of portfolio
-
Bulldog Investors, LLP Saddle Brook, NJ369KShares$3.83 Million1.6% of portfolio
-
Riverbridge Partners LLC124KShares$1.28 Million0.02% of portfolio
-
J.W. Cole Advisors, Inc.75KShares$777,2830.03% 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 ...