Sea Crest Wealth Management, LLC Principal Real Estate Income Fund Transaction History
Sea Crest Wealth Management, LLC
- $882 Million
- Q3 2025
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 19,430 shares of PGZ stock, worth $201,294. This represents 0.02% of its overall portfolio holdings.
Number of Shares
19,430
Previous 19,131
1.56%
Holding current value
$201,294
Previous $201,000
1.0%
% of portfolio
0.02%
Previous 0.02%
Shares
15 transactions
Others Institutions Holding PGZ
# of Institutions
40Shares 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
-
Advisors Asset Management, Inc. Monument, CO151KShares$1.57 Million0.03% of portfolio
-
Riverbridge Partners LLC145KShares$1.5 Million0.03% of portfolio
-
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 ...