SeaCrest Wealth Management, LLC
Position in PGZ — Principal Real Estate Income Fund
CIK 1728121
PURCHASE, NY
Position in PGZ
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$202,610
+$24,287 QoQ
Shares Held
19,690
+6.1% QoQ
Ownership
0.294%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#17
of 31 holders
Holding Since
Jun 2022
14 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, 2026SeaCrest Wealth Management, LLC holds $23,369,598 across 59 Asset Management names. PGZ ranks #45 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSLV |
Sprott Physical Silver Trust
|
201,835 | $3,808,626 | |
| 2 | PHYS |
Sprott Physical Gold Trust
|
49,691 | $1,499,177 | |
| 3 | AIO |
Virtus Artificial Intelligence & Technology Opportunities Fund
|
30,250 | $849,117 | |
| 4 | AOD |
abrdn Total Dynamic Dividend Fund
|
68,907 | $710,431 | |
| 5 | ECAT |
BlackRock ESG Capital Allocation Term Trust
|
40,000 | $628,800 | |
| 6 | FPF |
First Trust Intermediate Duration Preferred & Income Fund
|
32,979 | $599,228 | |
| 7 | APO |
Apollo Global Management, Inc.
|
5,027 | $594,744 | |
| 8 | OPP |
RiverNorth/DoubleLine Strategic Opportunity Fund, Inc.
|
74,142 | $572,376 |
All Filings in PGZ
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $202,610 | 19,690 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $178,323 | 18,556 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $193,162 | 19,297 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $203,237 | 19,430 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $201,258 | 19,131 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $206,451 | 19,606 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $236,576 | 23,945 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $259,713 | 23,251 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $219,075 | 21,457 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $217,642 | 21,069 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $164,581 | 17,416 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $127,106 | 14,076 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $123,982 | 13,106 | Shares | Sole | 2023-07-14 | |
| 2022-06-30 | $20,136 | 1,561 | Shares | Sole | 2022-08-09 | |
| No filing history on record for this holder in this stock. | ||||||