PGZ

Principal Real Estate Income
UnclassifiedUSCUSIP 74255X104◍ Confluence graph
Tracked 13F Holders
7
+0 QoQ
13F Value (tracked)
$4.7M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
3
Smart-money sentimentBearish
BearishBullish
13F funds (latest Q)1 adding · 2 trimming
Insider net (180d)$0
Price history not yet available for PGZ.
Build

Use PGZ data in an agent

The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.

Build

Ask your agent who owns PGZ

This stock page is the Follow view. The Build view lets your agent query PGZ owners, fund changes, insider filings, and source links through REST or MCP.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/PGZ"
Ask your agent
Use Arkolith to show who owns PGZ,
which funds added or reduced it, and which
SEC filings prove each claim.

Top institutional holders

7 tracked 13F filers
#FundPosition valueSharesLast moveAs ofHistory
1RIVERBRIDGE PARTNERS LLC
$1.9M
202K
+8.0%
Added · +15K sh
Q1 2026
2Advisors Asset Management, Inc.
$1.7M
174K
−0.6%
Reduced · −1K sh
Q1 2026
3EVOLVE PRIVATE WEALTH, LLC
$681K
71K
~0%
Reduced · −4 sh
Q1 2026
4RFG Advisory, LLC
$132K
14K
−14%
Reduced · −2K sh
Q1 2026
5Private Advisor Group, LLC
$124K
13K
+1.8%
Added · +225 sh
Q1 2026
6Lido Advisors, LLC
$119K
12K
New
+12K sh
Q1 2026
7TD Waterhouse Canada Inc.
$10K
1K
Held
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Fund activity: latest quarter

Opened (NEW)
0
funds
Added
1
funds
Reduced
2
funds
Exited
0
funds

Insider activity (Form 4)

Full insider page →
Buys · 180d
$0
0 insiders
Sells · 180d
$0
0 insiders
Net
$0
0 P/S txns
Signal
Mixed
open-market
DateInsiderRoleActionSharesValue
Nov 10, 2025Spahr LatonInsiderBuy (P)5K$57K
Nov 10, 2025Spahr LatonInsiderBuy (P)5K$47K
Jul 18, 2023Spahr LatonInsiderBuy (P)10K$97K
Jul 6, 2023Spahr LatonInsiderBuy (P)16K$148K

Institutional ownership over time

19 funds+2 since Q2 2022
01019Q2 2022Q1 2023Q4 2023Q3 2024Q2 2025Q1 2026
funds holding aggregate valuelatest $12.2M

Funds that own PGZ also own

CompanyCo-held byCombined value
APPLE INCAAPL18 funds$23.2B
MICROSOFT CORPMSFT18 funds$16.2B
JOHNSON & JOHNSONJNJ18 funds$11.1B
AMAZON.COM INCAMZN18 funds$9.8B
ALPHABET INC-CL AGOOGL18 funds$9.5B
ALPHABET INC-CL CGOOG18 funds$8.3B
PROCTER & GAMBLE CO/THEPG18 funds$7.7B
VISA INC-CLASS A SHARESV18 funds$7.5B
STARBUCKS CORPSBUX18 funds$4.5B
UNITEDHEALTH GROUP INCUNH18 funds$4.1B
COSTCO WHOLESALE CORPCOST18 funds$3.9B
WALMART INCWMT18 funds$3.7B

Ranked by how many of PGZ's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

3 shown

Browse more

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for PGZ. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.