GWM Advisors LLC
- SEC CIK
- 0001633516
- Latest filing
- Aug 12, 2026
PGZ holding history
Principal Real Estate Income Fund in every 13F filed by GWM Advisors 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 (Q4 2024)
- 0
- Sold out in Q4 2024
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 8
- Since Q4 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2024 | 0 | $0 | 0.0% | −10,600−100.0% | Sold out | Holders |
| Q3 2024 | 10,600 | $118.4K | <0.1% | −500−4.5% | Reduced | Holders |
| Q2 2024 | 11,100 | $113.3K | <0.1% | −800−6.7% | Reduced | Holders |
| Q1 2024 | 11,900 | $122.9K | <0.1% | +11,900 | New | Holders |
| Q3 2023 | 0 | $0 | 0.0% | −14,804−100.0% | Sold out | Holders |
| Q2 2023 | 14,804 | $140.0K | <0.1% | +1,305+9.7% | Added | Holders |
| Q1 2023 | 13,499 | $129.2K | <0.1% | +1,105+8.9% | Added | Holders |
| Q4 2022 | 12,394 | $126.3K | <0.1% | +1,606+14.9% | Added | Holders |
| Q3 2022 | 10,788 | $119.0K | <0.1% | +10,788 | New | Holders |
| Q1 2022 | 0 | $0 | 0.0% | −12,388−100.0% | Sold out | Holders |
| Q4 2021 | 12,388 | $196.0K | <0.1% | +12,388 | New | Holders |