Sea Crest Wealth Management, LLC Principal Real Estate Income Fund Transaction History
Sea Crest Wealth Management, LLC
- $902 Million
- Q3 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 23,251 shares of PGZ stock, worth $232,044. This represents 0.03% of its overall portfolio holdings.
Number of Shares
23,251
Previous 21,457
8.36%
Holding current value
$232,044
Previous $219,000
18.26%
% of portfolio
0.03%
Previous 0.03%
Shares
11 transactions
Others Institutions Holding PGZ
# of Institutions
31Shares Held
1.79MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY453KShares$4.52 Million0.0% of portfolio
-
Saba Capital Management, L.P. New York, NY450KShares$4.49 Million0.11% of portfolio
-
Bulldog Investors, LLP Saddle Brook, NJ182KShares$1.82 Million1.03% of portfolio
-
Riverbridge Partners LLC165KShares$1.65 Million0.03% of portfolio
-
Kovitz Investment Group Partners, LLC135KShares$1.34 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 ...