Brian McDonald »

Principal Real Estate Income shs ben int shares owned by Brian McDonald

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

Historical chart of Brian McDonald investment in Principal Real Estate Income shs ben int

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All positions including Principal Real Estate Income shs ben int held by Brian McDonald consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Principal Real Estate Income shs ben int by Brian McDonald

Quarter filed Position value Share count Share price at filing
2025-12-31 $240 24 10.00

More positions owned by Brian McDonald

Eli Lilly & Co. (LLY)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)
Broadcom (AVGO)
Alphabet Cap Stk Cl C (GOOG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Rus 1000 Grw Etf (IWF)
Meta Platforms Cl A (META)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Msci Eafe Etf (EFA)

View all positions for Brian McDonald

Top funds holding Principal Real Estate Income shs ben int

Riverbrige Partners
Advisors Asset Management
Saba Capital Management
J.w. Cole Advisors
Raymond James Financial
Robinson Capital Management
Shaker Financial Services
Advisor Group Holdings
NWF Advisory Services
Guggenheim Capital, LLC Managers
First Trust Advisors
Wolverine Asset Management
Cetera Investment Advisers
SeaCrest Wealth Management
LPL Financial

View all funds holding Principal Real Estate Income shs ben int