Kerr Financial Planning Corp Principal Real Estate Income Fund Transaction History
Kerr Financial Planning Corp
- $71 Billion
- Q3 2025
A detailed history of Kerr Financial Planning Corp transactions in Principal Real Estate Income Fund stock. As of the latest transaction made, Kerr Financial Planning Corp holds 1,349 shares of PGZ stock, worth $13,975. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,349Holding current value
$13,975% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding PGZ
# of Institutions
37Shares Held
1.66MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY418KShares$4.33 Million0.0% of portfolio
-
Bulldog Investors, LLP Saddle Brook, NJ190KShares$1.97 Million0.71% of portfolio
-
Riverbridge Partners LLC187KShares$1.94 Million0.04% of portfolio
-
Advisors Asset Management, Inc. Monument, CO151KShares$1.57 Million0.03% of portfolio
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Saba Capital Management, L.P. New York, NY132KShares$1.37 Million0.04% 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 ...