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Principal Real Estate Income shs ben int shares owned by Kovitz Investment Group Partners

Quarter-by-quarter ownership of Principal Real Estate Income shs ben int (PGZ) shares owned by Kovitz Investment Group Partners from 13F filings

Historical chart of Kovitz Investment Group Partners 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 Kovitz Investment Group Partners 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 Kovitz Investment Group Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.5M 135k 10.95

More positions owned by Kovitz Investment Group Partners

Valued Advisers Tr Kovitz Core Eqt (EQTY)
Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)
Apple Common (AAPL)
Amazon Common (AMZN)
Microsoft Corporation (MSFT)
Meta Platforms Cl A (META)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
Alphabet Cap Stk Cl C (GOOG)
Berkshire Hathaway Cl'b'com Usd0.0033 (BRK.B)
salesforce (CRM)
Becton Dickinson Common (BDX)
Vanguard Index Fds Total Stk Mkt (VTI)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Kovitz Investment Group Partners

Top funds holding Principal Real Estate Income shs ben int

Saba Capital Management
Morgan Stanley
Brooklyn Capital Management
Riverbrige Partners
Kovitz Investment Group Partners
Advisor Group Holdings
Robinson Capital Management
Sanctuary Advisors
J.w. Cole Advisors
First Trust Advisors
Shaker Financial Services
Raymond James & Associates
SeaCrest Wealth Management
Private Advisor
Great Valley Advisor Group

View all funds holding Principal Real Estate Income shs ben int