Blue Bell Private Wealth Management »

Principal Real Estate Income shs ben int shares owned by Blue Bell Private Wealth Management

Quarter-by-quarter ownership of Principal Real Estate Income shs ben int (PGZ) shares owned by Blue Bell Private Wealth Management from 13F filings

Historical chart of Blue Bell Private Wealth Management investment in Principal Real Estate Income shs ben int

Tip: Access up to 7 years of quarterly data

All positions including Principal Real Estate Income shs ben int held by Blue Bell Private Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Principal Real Estate Income shs ben int by Blue Bell Private Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $137k 13k 10.33
2023-12-31 $55k 5.8k 9.45

More positions owned by Blue Bell Private Wealth Management

Spdr S&p 500 Etf Trust Etf (SPY)
General Amern Invs Cef (GAM)
Adams Diversified Equity Cef (ADX)
Schwab U.s. Large-cap Etf Etf (SCHX)
Schwab U.s. Broad Market Etf Etf (SCHB)
Tri Contl Corp Cef (TY)
Vanguard Total Stock Market Etf Etf (VTI)
Ishares Russell 2000 Etf Etf (IWM)
Invesco S&p 500 Equal Weight Etf Etf (RSP)
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)
Royce Value Tr Cef (RVT)
Schwab U.s. Small-cap Etf Etf (SCHA)
Allianzim U.s. Large Cap Buffer20 Oct Etf Etf (OCTW)
Ishares Core S&p 500 Etf Etf (IVV)
Vanguard S&p 500 Etf Etf (VOO)

View all positions for Blue Bell Private Wealth Management

Top funds holding Principal Real Estate Income shs ben int

Saba Capital Management
Brooklyn Capital Management
Riverbrige Partners
Relative Value Partners
Advisor Group Holdings
Captrust Financial Advisors
Raymond James & Associates
Private Advisor
SeaCrest Wealth Management
Bank Of Montreal
Intellectus Partners
Great Valley Advisor Group
Blue Bell Private Wealth Management
International Assets Investment Management
Landscape Capital Management

View all funds holding Principal Real Estate Income shs ben int