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Principal Real Estate Income shs ben int shares owned by KERR FINANCIAL PLANNING Corp

Quarter-by-quarter ownership of Principal Real Estate Income shs ben int (PGZ) shares owned by KERR FINANCIAL PLANNING Corp from 13F filings

Historical chart of KERR FINANCIAL PLANNING Corp 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 KERR FINANCIAL PLANNING Corp 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 KERR FINANCIAL PLANNING Corp

Quarter filed Position value Share count Share price at filing
2025-09-30 $14k 1.3k 10.22

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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