Marshall & Sterling Wealth Advisors Inc. Principal Real Estate Income Fund Transaction History
Marshall & Sterling Wealth Advisors Inc.
- $147 Billion
- Q1 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 111 shares of PGZ stock, worth $1,157. This represents 0.0% of its overall portfolio holdings.
Number of Shares
111
Previous 108
2.78%
Holding current value
$1,157
Previous $1.06 Million
9.78%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding PGZ
# of Institutions
33Shares Held
1.85MCall Options Held
0Put Options Held
0-
Saba Capital Management, L.P. New York, NY424KShares$4.42 Million0.12% of portfolio
-
Morgan Stanley New York, NY423KShares$4.41 Million0.0% of portfolio
-
Bulldog Investors, LLP Saddle Brook, NJ369KShares$3.85 Million1.66% of portfolio
-
Riverbridge Partners LLC141KShares$1.47 Million0.02% of portfolio
-
J.W. Cole Advisors, Inc.95.3KShares$993,8950.03% 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 ...