Sea Crest Wealth Management, LLC Principal Real Estate Income Fund Transaction History
Sea Crest Wealth Management, LLC
- $916 Million
- Q4 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 23,945 shares of PGZ stock, worth $246,872. This represents 0.03% of its overall portfolio holdings.
Number of Shares
23,945
Previous 23,251
2.98%
Holding current value
$246,872
Previous $259,000
8.88%
% of portfolio
0.03%
Previous 0.03%
Shares
12 transactions
Others Institutions Holding PGZ
# of Institutions
34Shares Held
1.87MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY453KShares$4.67 Million0.0% of portfolio
-
Saba Capital Management, L.P. New York, NY450KShares$4.63 Million0.11% of portfolio
-
Bulldog Investors, LLP Saddle Brook, NJ182KShares$1.88 Million1.03% of portfolio
-
Kovitz Investment Group Partners, LLC135KShares$1.39 Million0.01% of portfolio
-
Riverbridge Partners LLC124KShares$1.27 Million0.02% 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 ...