Clear Creek Financial Management »

Principal Real Estate Income shs ben int shares owned by Clear Creek Financial Management

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

Historical chart of Clear Creek Financial 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 Clear Creek Financial 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 Clear Creek Financial Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $186k 18k 10.46
2025-06-30 $178k 17k 10.52
2025-03-31 $178k 17k 10.53

More positions owned by Clear Creek Financial Management

Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust Portfolio Agrgte (SPAB)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Msci Emg Mkt Etf (EEM)
NVIDIA Corporation (NVDA)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Innovator Etfs Trust Defined Wlt Shld (BALT)
Apple (AAPL)
Microsoft Corporation (MSFT)
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Amazon (AMZN)

View all positions for Clear Creek Financial Management

Top funds holding Principal Real Estate Income shs ben int

Morgan Stanley
Brooklyn Capital Management
Advisors Asset Management
Riverbrige Partners
Saba Capital Management
J.w. Cole Advisors
Advisor Group Holdings
Raymond James Financial
NWF Advisory Services
Robinson Capital Management
First Trust Advisors
Cetera Investment Advisers
SeaCrest Wealth Management
RFG Advisory
Clear Creek Financial Management

View all funds holding Principal Real Estate Income shs ben int