EverSource Wealth Advisors, LLC

SEC CIK: 0001710537
Latest filing: Jul 24, 2026

SEC filings (opens in a new tab)

PGZ holding history

Principal Real Estate Income Fund in every 13F filed by EverSource Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PGZ overview All 13F holders of PGZ Full Q2 2026 holdings

Shares (Q4 2024): 0; Sold out in Q4 2024
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q2 2024

Holdings of PGZ by EverSource Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2024	0	$0	0.0%	−4,149−100.0%	Sold out	Holders
Q3 2024	4,149	$46.4K	<0.1%	+78+1.9%	Added	Holders
Q2 2024	4,071	$42.7K	<0.1%	+4,071	New	Holders