Tobias Financial Advisors, Inc. Principal Real Estate Income Fund Transaction History
Tobias Financial Advisors, Inc.
- $486 Million
- Q3 2024
Shares
2 transactions
Others Institutions Holding PGZ
# of Institutions
30Shares Held
1.75MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY453KShares$4.79 Million0.0% of portfolio
-
Saba Capital Management, L.P. New York, NY450KShares$4.75 Million0.11% of portfolio
-
Bulldog Investors, LLP Saddle Brook, NJ182KShares$1.92 Million1.03% of portfolio
-
Riverbridge Partners LLC165KShares$1.74 Million0.03% of portfolio
-
Kovitz Investment Group Partners, LLC135KShares$1.42 Million0.01% 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 ...