Captrust Financial Advisors »

Principal Real Estate Income shs ben int shares owned by Captrust Financial Advisors

Quarter-by-quarter ownership of Principal Real Estate Income shs ben int (PGZ) shares owned by Captrust Financial Advisors from 13F filings

Historical chart of Captrust Financial Advisors 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 Captrust Financial Advisors 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 Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $309k 33k 9.45
2023-09-30 $192k 21k 9.03
2023-06-30 $135k 14k 9.46

More positions owned by Captrust Financial Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Apple Stock (AAPL)
Microsoft Corp Stock (MSFT)
Vanguard Value Etf (VTV)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Ishares Ibonds Dec 2024 Term Treasury Etf Etf (IBTE)
Spdr S&p 500 Etf Trust Etf (SPY)
Vanguard S&p 500 Etf Etf (VOO)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Technology Select Sector Spdr Fund Etf (XLK)
Amazon Stock (AMZN)
Ishares Ibonds Dec 2025 Term Treasury Etf Etf (IBTF)

View all positions for Captrust Financial Advisors

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