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OSAIC HOLDINGS, INC.

Position in PGZ — Principal Real Estate Income Fund

CIK 1677044 SCOTTSDALE, AZ

Position in PGZ

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$440,679
-$41,214 QoQ
Shares Held
42,826
-14.6% QoQ
Ownership
0.640%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#10
of 31 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in PGZ Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

OSAIC HOLDINGS, INC. holds $1,137,777,758 across 459 Asset Management names. PGZ ranks #310 (0.0% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in PGZ

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $440,679 42,826
2026-03-31 $481,893 50,145
2025-12-31 $504,674 50,417
2025-09-30 $625,727 59,821
2025-06-30 $595,358 56,593
2025-03-31 $620,163 58,895
2024-12-31 $602,086 60,940
2024-09-30 $672,656 60,220
2024-06-30 $621,512 60,873
2024-03-31 $737,675 71,411
2023-12-31 $924,625 97,844
2023-09-30 $1,825,874 202,201
2023-06-30 $1,218,957 128,854
2023-03-31 $560,930 59,295
2022-12-31 $556,529 53,771
2022-09-30 $581,852 52,704
2022-06-30 $622,554 48,260
2022-03-31 $658,950 41,918
2021-12-31 $632,247 40,041
2021-09-30 $557,130 37,900
2021-06-30 $532,467 35,100
2021-03-31 $512,029 37,900
2020-12-31 $581,584 47,710
2020-09-30 $524,735 48,995
2020-06-30 $562,679 46,812
2020-03-31 $596,101 49,224