Sea Crest Wealth Management, LLC Principal Real Estate Income Fund Transaction History
Sea Crest Wealth Management, LLC
- $801 Million
- Q1 2024
A detailed history of Sea Crest Wealth Management, LLC transactions in Principal Real Estate Income Fund stock. As of the latest transaction made, Sea Crest Wealth Management, LLC holds 21,069 shares of PGZ stock, worth $215,114. This represents 0.03% of its overall portfolio holdings.
Number of Shares
21,069
Previous 17,416
20.97%
Holding current value
$215,114
Previous $164,000
32.32%
% of portfolio
0.03%
Previous 0.02%
Shares
9 transactions
Others Institutions Holding PGZ
# of Institutions
27Shares Held
2MCall Options Held
0Put Options Held
0-
Saba Capital Management, L.P. New York, NY568KShares$5.8 Million0.1% of portfolio
-
Morgan Stanley New York, NY456KShares$4.65 Million0.0% of portfolio
-
Bulldog Investors, LLP Saddle Brook, NJ298KShares$3.05 Million1.33% of portfolio
-
Riverbridge Partners LLC157KShares$1.61 Million0.02% of portfolio
-
Relative Value Partners Group, LLC Northbrook, IL141KShares$1.44 Million0.09% 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 ...