Commonwealth Equity Services, LLC
- SEC CIK
- 0000312272
- Latest filing
- Jul 29, 2026
PGZ holding history
Principal Real Estate Income Fund in every 13F filed by Commonwealth Equity Services, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
PGZ overviewAll 13F holders of PGZFull Q2 2026 holdings
- Shares (Q2 2026)
- 14,500
- Value
- $149.2K
- % of portfolio
- <0.1%
- Quarters held
- 4
- Since Q3 2025
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 14,500 | $149.2K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2026 | 14,500 | $139.3K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2025 | 14,500 | $145.1K | <0.1% | −305−2.1% | Reduced | Holders |
| Q3 2025 | 14,805 | $155.0K | <0.1% | +14,805 | New | Holders |