J.W. Cole Advisors, Inc. Principal Real Estate Income Fund Transaction History
J.W. Cole Advisors, Inc.
- $2.42 Billion
- Q4 2024
A detailed history of J.W. Cole Advisors, Inc. transactions in Principal Real Estate Income Fund stock. As of the latest transaction made, J.W. Cole Advisors, Inc. holds 74,955 shares of PGZ stock, worth $773,535. This represents 0.03% of its overall portfolio holdings.
Number of Shares
74,955
Previous 41,348
81.28%
Holding current value
$773,535
Previous $461,000
60.52%
% of portfolio
0.03%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding PGZ
# of Institutions
33Shares Held
1.78MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY443KShares$4.57 Million0.0% of portfolio
-
Saba Capital Management, L.P. New York, NY402KShares$4.15 Million0.1% of portfolio
-
Bulldog Investors, LLP Saddle Brook, NJ182KShares$1.88 Million1.03% of portfolio
-
Riverbridge Partners LLC124KShares$1.28 Million0.02% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ60.2KShares$621,5420.0% 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 ...