Principal Real Estate Income Fund (PGZ)

NYSE · Funds & ETFs

Price

$9.25

Day

-0.11%

Close 2026-09-22.

Institutional holders

Largest positions reported on Form 13F for the quarter ended 2026-06-30, by value.

• MORGAN STANLEY — $5.03M
• RIVERBRIDGE PARTNERS LLC — $2.1M
• Advisors Asset Management, Inc. — $1.78M
• GUGGENHEIM CAPITAL LLC — $1.27M
• Lido Advisors, LLC — $1.19M
• J.W. COLE ADVISORS, INC. — $1.18M
• Closed-End Fund Advisors, Inc. — $852.27K
• RAYMOND JAMES FINANCIAL INC — $768.11K

Insider trades

Open-market buys and sales filed on Form 4, newest first. Grants, option exercises and tax withholding are left out.

• Spahr Laton (Other) bought 5,488 shares at $10.34 on 2025-11-10
• Spahr Laton (Other) bought 4,512 shares at $10.36 on 2025-11-10

Recent filings

• DEF 14A — 2026-02-20
• 4 — 2025-11-12
• SCHEDULE 13D/A — 2025-08-12
• SCHEDULE 13D/A — 2025-07-14
• SCHEDULE 13D/A — 2025-07-03
• 3 — 2025-04-11
• DEF 14A — 2025-02-21