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PGZ Insider Trading

Insider Ownership Percentage: N/A
Insider Buying (Last 12 Months): $103,500.00
Insider Selling (Last 12 Months): $0.00

Principal Real Estate Income Fund Insider Trading History Chart

This chart shows the insider buying and selling history at Principal Real Estate Income Fund by year and by quarter.

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Principal Real Estate Income Fund Share Price & Price History

Current Price: $10.12
Price Change: ▼ Price Decrease of -0.005 (-0.05%)
As of 12/4/2025 04:59 PM ET

This chart shows the closing price history over time for PGZ up to the past year.

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Days: 30 | 90 | 365

Principal Real Estate Income Fund Insider Trading History

Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
11/10/2025Laton SpahrInsiderBuy10,000$10.35$103,500.0035,627View SEC Filing Icon  
7/18/2023Laton SpahrInsiderBuy10,000$9.71$97,100.0025,627View SEC Filing Icon  
7/6/2023Laton SpahrInsiderBuy15,627$9.50$148,456.5015,627View SEC Filing Icon  
12/27/2022Laton SpahrinsiderSell2,000$10.31$20,620.00View SEC Filing Icon  
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SEC Filings (Institutional Ownership Changes) for Principal Real Estate Income Fund (NYSE:PGZ)

Institutional Buying and Selling by Quarter

This chart shows the instiutional buying and selling at PGZ by year and by quarter.

Skip Institutional Buying and Selling Chart and Table DataRead Chart Data in Institutional Trading History Table

Principal Real Estate Income Fund Institutional Trading History

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/17/2025Bulldog Investors LLP189,736$1.99M0.5%-48.8%0.000%Search for SEC Filing on Google Icon
11/14/2025Raymond James Financial Inc.49,062$0.51M0.0%+12.0%0.000%Search for SEC Filing on Google Icon
11/13/2025First Trust Advisors LP35,828$0.38M0.0%+3.2%0.000%Search for SEC Filing on Google Icon
11/6/2025Advisors Asset Management Inc.151,374$1.58M0.0%N/A0.000%Search for SEC Filing on Google Icon
11/5/2025J.W. Cole Advisors Inc.112,130$1.17M0.0%+13.9%0.000%Search for SEC Filing on Google Icon
10/31/2025NWF Advisory Services Inc.48,000$0.50M0.1%+7.9%0.000%Search for SEC Filing on Google Icon
10/22/2025Shaker Financial Services LLC13,629$0.14M0.0%N/A0.000%Search for SEC Filing on Google Icon
10/14/2025Riverbridge Partners LLC144,972$1.52M0.0%+2.5%0.000%Search for SEC Filing on Google Icon
9/4/2025Osaic Holdings Inc.56,593$0.60M0.0%-3.9%0.000%Search for SEC Filing on Google Icon
8/14/2025Raymond James Financial Inc.43,797$0.46M0.0%+77.3%0.000%Search for SEC Filing on Google Icon
8/13/2025Baird Financial Group Inc.11,699$0.12M0.0%N/A0.000%Search for SEC Filing on Google Icon
8/12/2025J.W. Cole Advisors Inc.98,453$1.04M0.0%+3.3%0.000%Search for SEC Filing on Google Icon
7/29/2025Uhlmann Price Securities LLC12,601$0.13M0.1%-8.9%0.000%Search for SEC Filing on Google Icon
7/28/2025RFG Advisory LLC18,074$0.19M0.0%+16.8%0.000%Search for SEC Filing on Google Icon
7/15/2025Riverbridge Partners LLC141,372$1.49M0.0%+3.9%0.000%Search for SEC Filing on Google Icon
5/12/2025Wolverine Asset Management LLC7,649$81K0.0%-86.4%0.000%Search for SEC Filing on Google Icon
5/6/2025Cetera Investment Advisers23,102$0.24M0.0%+16.4%0.000%Search for SEC Filing on Google Icon
5/5/2025J.W. Cole Advisors Inc.95,292$1M0.0%+27.1%0.000%Search for SEC Filing on Google Icon
5/5/2025Private Advisor Group LLC15,240$0.16M0.0%-10.0%0.000%Search for SEC Filing on Google Icon
4/28/2025Clear Creek Financial Management LLC16,875$0.18M0.0%N/A0.000%Search for SEC Filing on Google Icon
4/21/2025Riverbridge Partners LLC136,058$1.43M0.0%+10.1%0.000%Search for SEC Filing on Google Icon
4/11/2025SeaCrest Wealth Management LLC19,606$0.21M0.0%-18.1%0.000%Search for SEC Filing on Google Icon
4/9/2025RFG Advisory LLC15,474$0.16M0.0%N/A0.000%Search for SEC Filing on Google Icon
2/17/2025Saba Capital Management L.P.401,763$3.97M0.1%-10.6%0.000%Search for SEC Filing on Google Icon
2/17/2025Cetera Investment Advisers19,849$0.20M0.0%+89.4%0.000%Search for SEC Filing on Google Icon
2/17/2025Bulldog Investors LLP369,396$3.65M1.0%+103.0%0.000%Search for SEC Filing on Google Icon
2/14/2025Shaker Financial Services LLC52,041$0.51M0.2%+78.4%0.000%Search for SEC Filing on Google Icon
2/14/2025First Trust Advisors LP38,321$0.38M0.0%+4.6%0.000%Search for SEC Filing on Google Icon
2/13/2025Raymond James Financial Inc.34,055$0.34M0.0%N/A0.000%Search for SEC Filing on Google Icon
2/7/2025Intellectus Partners LLC10,234$0.10M0.0%-9.3%0.000%Search for SEC Filing on Google Icon
2/7/2025Blue Bell Private Wealth Management LLC6,144$61K0.0%-43.0%0.000%Search for SEC Filing on Google Icon
2/6/2025Raymond James Financial Inc.34,055$0.34M0.0%N/A0.000%Search for SEC Filing on Google Icon
2/3/2025Wolverine Asset Management LLC56,338$0.56M0.0%N/A0.000%Search for SEC Filing on Google Icon
1/31/2025Robinson Capital Management LLC46,008$0.46M0.2%+5.7%0.000%Search for SEC Filing on Google Icon
1/31/2025J.W. Cole Advisors Inc.74,955$0.74M0.0%+81.3%0.000%Search for SEC Filing on Google Icon
1/17/2025Riverbridge Partners LLC123,577$1.22M0.0%-25.1%0.000%Search for SEC Filing on Google Icon
11/15/2024Kovitz Investment Group Partners LLC134,739$1.48M0.0%N/A0.000%Search for SEC Filing on Google Icon
10/31/2024Shaker Financial Services LLC29,173$0.33M0.1%+126.1%0.000%Search for SEC Filing on Google Icon
10/24/2024J.W. Cole Advisors Inc.41,348$0.46M0.0%N/A0.000%Search for SEC Filing on Google Icon
10/22/2024Private Advisor Group LLC16,940$0.19M0.0%-24.0%0.000%Search for SEC Filing on Google Icon
10/16/2024SeaCrest Wealth Management LLC23,251$0.26M0.0%+8.4%0.000%Search for SEC Filing on Google Icon
9/5/2024Sanctuary Advisors LLC41,705$0.41M0.0%N/A0.000%Search for SEC Filing on Google Icon
8/14/2024EverSource Wealth Advisors LLC4,071$43K0.0%N/A0.000%Search for SEC Filing on Google Icon
8/3/2024Shaker Financial Services LLC12,900$0.13M0.1%N/A0.000%Search for SEC Filing on Google Icon
8/2/2024Wolverine Asset Management LLC4,269$44K0.0%N/A0.000%Search for SEC Filing on Google Icon
4/26/2024Riverbridge Partners LLC157,227$1.62M0.0%+2.5%0.000%Search for SEC Filing on Google Icon
4/24/2024Blue Bell Private Wealth Management LLC13,271$0.14M0.0%+128.8%0.000%Search for SEC Filing on Google Icon
4/18/2024SeaCrest Wealth Management LLC21,069$0.22M0.0%+21.0%0.000%Search for SEC Filing on Google Icon
4/11/2024International Assets Investment Management LLC13,156$0.14M0.0%+9.1%0.000%Search for SEC Filing on Google Icon
2/15/2024Bulldog Investors LLP301,126$2.85M0.9%+59.2%0.000%Search for SEC Filing on Google Icon
2/12/2024Relative Value Partners Group LLC140,860$1.33M0.1%-1.4%0.000%Search for SEC Filing on Google Icon
1/25/2024Blue Bell Private Wealth Management LLC5,800$55K0.0%N/A0.000%Search for SEC Filing on Google Icon
1/24/2024International Assets Investment Management LLC113,933$1.08M0.0%+654.5%0.000%Search for SEC Filing on Google Icon
1/18/2024SeaCrest Wealth Management LLC17,416$0.16M0.0%+23.7%0.000%Search for SEC Filing on Google Icon
11/14/2023Saba Capital Management L.P.568,008$5.13M0.1%-8.6%0.000%Search for SEC Filing on Google Icon
11/14/2023Clough Capital Partners L P52,029$0.47M0.1%+19.8%0.000%Search for SEC Filing on Google Icon
10/24/2023Raymond James & Associates28,476$0.26M0.0%-22.4%0.000%Search for SEC Filing on Google Icon
10/16/2023Riverbridge Partners LLC151,898$1.37M0.0%+14.3%0.000%Search for SEC Filing on Google Icon
10/4/2023International Assets Investment Management LLC15,100$0.14M0.0%+19.8%0.000%Search for SEC Filing on Google Icon
8/15/2023Bulldog Investors LLP141,491$1.34M0.4%N/A0.000%Search for SEC Filing on Google Icon
8/10/2023Private Advisor Group LLC24,790$0.24M0.0%-4.1%0.000%Search for SEC Filing on Google Icon
8/7/2023Shaker Financial Services LLC11,315$0.11M0.0%-82.8%0.000%Search for SEC Filing on Google Icon
8/2/2023Bank of Montreal Can22,000$0.24M0.0%N/A0.000%Search for SEC Filing on Google Icon
7/31/2023Intellectus Partners LLC16,568$0.16M0.0%+8.2%0.000%Search for SEC Filing on Google Icon
7/26/2023Riverbridge Partners LLC132,933$1.26M0.0%-7.3%0.000%Search for SEC Filing on Google Icon
7/25/2023Raymond James & Associates36,699$0.35M0.0%+5.1%0.000%Search for SEC Filing on Google Icon
7/14/2023SeaCrest Wealth Management LLC13,106$0.12M0.0%N/A0.000%Search for SEC Filing on Google Icon
6/28/2023Relative Value Partners Group LLC169,198$1.60M0.1%-4.0%0.000%Search for SEC Filing on Google Icon
5/15/2023Relative Value Partners Group LLC169,198$1.60M0.1%-4.0%0.000%Search for SEC Filing on Google Icon
5/11/2023Consolidated Portfolio Review Corp24,099$0.23M0.1%N/A0.000%Search for SEC Filing on Google Icon
5/10/2023Robinson Capital Management LLC14,085$0.13M0.1%+11.9%0.000%Search for SEC Filing on Google Icon
5/8/2023Shaker Financial Services LLC65,729$0.62M0.3%+96.8%0.000%Search for SEC Filing on Google Icon
5/8/2023Wolverine Asset Management LLC4,502$43K0.0%N/A0.000%Search for SEC Filing on Google Icon
4/28/2023Avantax Advisory Services Inc.38,857$0.37M0.0%+3.0%0.000%Search for SEC Filing on Google Icon
4/21/2023Riverbridge Partners LLC143,445$1.36M0.0%+2.1%0.000%Search for SEC Filing on Google Icon
4/19/2023International Assets Investment Management LLC12,600$0.12M0.0%-50.2%0.000%Search for SEC Filing on Google Icon
4/12/2023FNY Investment Advisers LLC12,533$0.12M0.1%N/A0.000%Search for SEC Filing on Google Icon
2/9/2023First Trust Advisors LP89,017$0.92M0.0%+8.6%0.000%Search for SEC Filing on Google Icon
2/8/2023UBS Group AG15,231$0.16M0.0%-8.1%0.000%Search for SEC Filing on Google Icon
2/7/2023Hollencrest Capital Management6,140$64K0.0%N/A0.000%Search for SEC Filing on Google Icon
2/3/2023Shaker Financial Services LLC33,406$0.35M0.2%N/A0.000%Search for SEC Filing on Google Icon
2/2/2023Intellectus Partners LLC15,086$0.16M0.1%-10.6%0.000%Search for SEC Filing on Google Icon
1/30/2023International Assets Investment Management LLC25,305$0.26M0.0%+59.5%0.000%Search for SEC Filing on Google Icon
1/11/2023Riverbridge Partners LLC140,496$1.45M0.0%+4.9%0.000%Search for SEC Filing on Google Icon
11/16/2022Saba Capital Management L.P.498,609$5.51M0.1%+7.4%0.000%Search for SEC Filing on Google Icon
11/10/2022Relative Value Partners Group LLC177,961$1.97M0.2%+2.0%0.000%Search for SEC Filing on Google Icon
11/2/2022Avantax Advisory Services Inc.36,756$0.41M0.0%+2.6%0.000%Search for SEC Filing on Google Icon
10/26/2022Truist Financial Corp27,858$0.31M0.0%-11.5%0.000%Search for SEC Filing on Google Icon
10/26/2022Riverbridge Partners LLC133,915$1.48M0.0%+2.5%0.000%Search for SEC Filing on Google Icon
10/25/2022Raymond James & Associates32,581$0.36M0.0%+42.4%0.000%Search for SEC Filing on Google Icon
8/29/2022Riverbridge Partners LLC130,701$1.69M0.0%N/A0.000%Search for SEC Filing on Google Icon
8/2/2022Avantax Advisory Services Inc.35,835$0.46M0.0%-6.1%0.000%Search for SEC Filing on Google Icon
7/29/2022Beck Bode LLC116,351$1.50M0.3%N/A0.000%Search for SEC Filing on Google Icon
5/4/2022Advisor Group Holdings Inc.41,918$0.66M0.0%+4.7%0.000%Search for SEC Filing on Google Icon
5/3/2022International Assets Investment Management LLC10,000$0.16M0.0%N/A0.000%Search for SEC Filing on Google Icon
4/27/2022Avantax Advisory Services Inc.38,155$0.60M0.0%N/A0.000%Search for SEC Filing on Google Icon
4/22/2022Truist Financial Corp31,112$0.49M0.0%-4.9%0.000%Search for SEC Filing on Google Icon
4/13/2022Investors Research Corp2,500$39K0.0%N/A0.000%Search for SEC Filing on Google Icon
2/15/2022Saba Capital Management L.P.366,720$5.79M0.1%+316.2%0.000%Search for SEC Filing on Google Icon
2/11/2022Quantedge Capital Pte Ltd34,048$0.54M0.2%-17.9%0.000%Search for SEC Filing on Google Icon
Data available starting January 2016

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Principal Real Estate Income Fund logo
Principal Real Estate Income Fund is a closed ended balanced mutual fund launched and managed by ALPS Advisers, Inc. It is co-managed by Principal Real Estate Investors, LLC. The fund invests in public equity and fixed income markets of the United States. It seeks to invest in commercial mortgage backed securities, real estate investment trusts and REIT-like entities. The fund invests in value stocks of companies. It uses financial derivatives such as credit default swaps, interest rate swaps, caps, floors and collars, currency futures and forwards, rate forwards, and interest rate futures to invest in securities. The fund employs fundamental analysis with a combination of top-down and bottom-up stock picking approach while focusing on factors such as macro outlook on the economy, real estate cycle and real estate fundamentals, shorter-term tactical allocation shifts upon a continual assessment of market valuations, quantitative, analysis, and technical indicators to create it portfolio. Principal Real Estate Income Fund was formed on August 31, 2012 and is domiciled in the United States.
Read More on Principal Real Estate Income Fund

Today's Range

Now: $10.12
Low: $10.11
High: $10.16

50 Day Range

MA: $10.32
Low: $10.08
High: $10.50

52 Week Range

Now: $10.12
Low: $9.24
High: $10.87

Volume

15,878 shs

Average Volume

28,780 shs

Market Capitalization

N/A

P/E Ratio

N/A

Dividend Yield

0.08%

Beta

N/A

Who are the company insiders with the largest holdings of Principal Real Estate Income Fund?

Principal Real Estate Income Fund's top insider shareholders include:
  1. Laton Spahr (Insider)
Learn More about top insider investors at Principal Real Estate Income Fund.

Who are the major institutional investors of Principal Real Estate Income Fund?

Principal Real Estate Income Fund's top institutional shareholders include:
  1. Bulldog Investors LLP — 0.00%
  2. Advisors Asset Management Inc. — 0.00%
  3. Riverbridge Partners LLC — 0.00%
  4. J.W. Cole Advisors Inc. — 0.00%
  5. Raymond James Financial Inc. — 0.00%
  6. NWF Advisory Services Inc. — 0.00%
Learn More about top institutional investors of Principal Real Estate Income Fund stock.

Which major investors are selling Principal Real Estate Income Fund stock?

In the last quarter, PGZ stock was sold by these institutional investors:
  1. Bulldog Investors LLP

Which major investors are buying Principal Real Estate Income Fund stock?

During the previous quarter, PGZ stock was bought by institutional investors including:
  1. Advisors Asset Management Inc.
  2. J.W. Cole Advisors Inc.
  3. Shaker Financial Services LLC
  4. Raymond James Financial Inc.
  5. Riverbridge Partners LLC
  6. NWF Advisory Services Inc.
  7. First Trust Advisors LP