PGZ Insider Trading

Insider Trading Chart
Insider Trading History
Frequently Asked Questions
About

Insider Ownership Percentage: N/A

Insider Buying (Last 12 Months): $245,556.50

Insider Selling (Last 12 Months): $20,620.00

Principal Real Estate Income Fund Insider Trading History Chart

Principal Real Estate Income Fund Share Price & Price History

^$9.20

▼ -0.06 (-0.65%)

As of 12/8/2023 01:00 AM ET

Days: 30 | 90 | 365

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Principal Real Estate Income Fund Insider Trading History

Transaction Date	Insider Name	Title	Buy/Sell	Number of Shares	Average Share Price	Total Transaction	Shares Held After Transaction
7/18/2023	Laton Spahr	Insider	Buy	10,000	$9.71	$97,100.00	25,627
7/6/2023	Laton Spahr	Insider	Buy	15,627	$9.50	$148,456.50	15,627
12/27/2022	Laton Spahr	insider	Sell	2,000	$10.31	$20,620.00

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SEC Filings (Institutional Ownership Changes) for Principal Real Estate Income Fund (NYSE:PGZ)

Institutional Buying and Selling by Quarter

Principal Real Estate Income Fund Institutional Trading History

Reporting Date	Hedge Fund	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
11/14/2023	Saba Capital Management L.P.	568,008	$5.13M	0.1%	-8.6%	0.000%
11/14/2023	Clough Capital Partners L P	52,029	$0.47M	0.1%	+19.8%	0.000%
11/9/2023	UBS Group AG	6,522	$59K	0.0%	+179.4%	0.000%
10/24/2023	Raymond James & Associates	28,476	$0.26M	0.0%	-22.4%	0.000%
10/16/2023	Riverbridge Partners LLC	151,898	$1.37M	0.0%	+14.3%	0.000%
10/4/2023	International Assets Investment Management LLC	15,100	$0.14M	0.0%	+19.8%	0.000%
8/21/2023	Osaic Holdings Inc.	128,854	$1.22M	0.0%	+117.3%	0.000%
8/15/2023	Wells Fargo & Company MN	50,494	$0.48M	0.0%	+98.8%	0.000%
8/15/2023	Captrust Financial Advisors	14,292	$0.14M	0.0%	N/A	0.000%
8/15/2023	Royal Bank of Canada	13,842	$0.13M	0.0%	-74.9%	0.000%
8/15/2023	Bulldog Investors LLP	141,491	$1.34M	0.4%	N/A	0.000%
8/11/2023	JPMorgan Chase & Co.	3,906	$37K	0.0%	N/A	0.000%
8/10/2023	Osaic Holdings Inc.	128,854	$1.22M	0.0%	+117.3%	0.000%
8/10/2023	Private Advisor Group LLC	24,790	$0.24M	0.0%	-4.1%	0.000%
8/7/2023	Shaker Financial Services LLC	11,315	$0.11M	0.0%	-82.8%	0.000%
8/2/2023	Bank of Montreal Can	22,000	$0.24M	0.0%	N/A	0.000%
7/31/2023	Intellectus Partners LLC	16,568	$0.16M	0.0%	+8.2%	0.000%
7/26/2023	Riverbridge Partners LLC	132,933	$1.26M	0.0%	-7.3%	0.000%
7/25/2023	Raymond James & Associates	36,699	$0.35M	0.0%	+5.1%	0.000%
7/14/2023	SeaCrest Wealth Management LLC	13,106	$0.12M	0.0%	N/A	0.000%
6/28/2023	Relative Value Partners Group LLC	169,198	$1.60M	0.1%	-4.0%	0.000%
5/16/2023	Susquehanna International Group LLP	25,420	$0.24M	0.0%	N/A	0.000%
5/16/2023	First Trust Advisors LP	74,517	$0.71M	0.0%	-16.3%	0.000%
5/15/2023	Clough Capital Partners L P	18,156	$0.17M	0.0%	N/A	0.000%
5/15/2023	Relative Value Partners Group LLC	169,198	$1.60M	0.1%	-4.0%	0.000%
5/12/2023	UBS Group AG	11,021	$0.10M	0.0%	-27.6%	0.000%
5/12/2023	NewEdge Advisors LLC	13,499	$0.13M	0.0%	+8.9%	0.000%
5/11/2023	Consolidated Portfolio Review Corp	24,099	$0.23M	0.1%	N/A	0.000%
5/10/2023	Private Advisor Group LLC	25,840	$0.24M	0.0%	N/A	0.000%
5/10/2023	Robinson Capital Management LLC	14,085	$0.13M	0.1%	+11.9%	0.000%
5/8/2023	Shaker Financial Services LLC	65,729	$0.62M	0.3%	+96.8%	0.000%
5/8/2023	Wolverine Asset Management LLC	4,502	$43K	0.0%	N/A	0.000%
4/28/2023	Avantax Advisory Services Inc.	38,857	$0.37M	0.0%	+3.0%	0.000%
4/21/2023	Riverbridge Partners LLC	143,445	$1.36M	0.0%	+2.1%	0.000%
4/19/2023	International Assets Investment Management LLC	12,600	$0.12M	0.0%	-50.2%	0.000%
4/12/2023	FNY Investment Advisers LLC	12,533	$0.12M	0.1%	N/A	0.000%
2/17/2023	Truist Financial Corp	24,044	$0.25M	0.0%	-13.7%	0.000%
2/15/2023	Morgan Stanley	362,522	$3.75M	0.0%	-20.0%	0.000%
2/13/2023	Wells Fargo & Company MN	21,653	$0.22M	0.0%	-54.0%	0.000%
2/10/2023	Bank of America Corp DE	13,658	$0.14M	0.0%	-35.2%	0.000%
2/10/2023	Advisor Group Holdings Inc.	53,771	$0.56M	0.0%	+2.0%	0.000%
2/9/2023	First Trust Advisors LP	89,017	$0.92M	0.0%	+8.6%	0.000%
2/8/2023	Raymond James & Associates	35,925	$0.37M	0.0%	+10.3%	0.000%
2/8/2023	UBS Group AG	15,231	$0.16M	0.0%	-8.1%	0.000%
2/7/2023	Hollencrest Capital Management	6,140	$64K	0.0%	N/A	0.000%
2/3/2023	Shaker Financial Services LLC	33,406	$0.35M	0.2%	N/A	0.000%
2/2/2023	Intellectus Partners LLC	15,086	$0.16M	0.1%	-10.6%	0.000%
1/30/2023	International Assets Investment Management LLC	25,305	$0.26M	0.0%	+59.5%	0.000%
1/11/2023	Riverbridge Partners LLC	140,496	$1.45M	0.0%	+4.9%	0.000%
11/16/2022	Saba Capital Management L.P.	498,609	$5.51M	0.1%	+7.4%	0.000%
11/15/2022	First Trust Advisors LP	81,950	$0.91M	0.0%	-6.2%	0.000%
11/14/2022	Royal Bank of Canada	91,203	$1.01M	0.0%	+4.9%	0.000%
11/10/2022	Relative Value Partners Group LLC	177,961	$1.97M	0.2%	+2.0%	0.000%
11/10/2022	UBS Group AG	16,574	$0.18M	0.0%	+12.0%	0.000%
11/2/2022	Avantax Advisory Services Inc.	36,756	$0.41M	0.0%	+2.6%	0.000%
10/26/2022	Truist Financial Corp	27,858	$0.31M	0.0%	-11.5%	0.000%
10/26/2022	Riverbridge Partners LLC	133,915	$1.48M	0.0%	+2.5%	0.000%
10/25/2022	Raymond James & Associates	32,581	$0.36M	0.0%	+42.4%	0.000%
8/29/2022	Riverbridge Partners LLC	130,701	$1.69M	0.0%	N/A	0.000%
8/17/2022	International Assets Investment Management LLC	15,363	$0.20M	0.0%	+53.6%	0.000%
8/11/2022	UBS Group AG	14,803	$0.19M	0.0%	-40.2%	0.000%
8/2/2022	Avantax Advisory Services Inc.	35,835	$0.46M	0.0%	-6.1%	0.000%
7/29/2022	Beck Bode LLC	116,351	$1.50M	0.3%	N/A	0.000%
6/7/2022	Bank of America Corp DE	69,884	$1.10M	0.0%	-1.7%	0.000%
5/17/2022	Robinson Capital Management LLC	12,585	$0.20M	0.1%	-39.7%	0.000%
5/17/2022	Royal Bank of Canada	71,751	$1.13M	0.0%	+25.1%	0.000%
5/17/2022	Saba Capital Management L.P.	429,802	$6.76M	0.1%	+17.2%	0.000%
5/13/2022	International Assets Investment Management LLC	10,000	$0.16M	0.0%	N/A	0.000%
5/13/2022	Quantedge Capital Pte Ltd	16,554	$0.26M	0.1%	-51.4%	0.000%
5/13/2022	First Trust Advisors LP	88,292	$1.39M	0.0%	-4.6%	0.000%
5/12/2022	Private Advisor Group LLC	26,190	$0.41M	0.0%	-4.4%	0.000%
5/11/2022	Raymond James & Associates	29,024	$0.46M	0.0%	-19.4%	0.000%
5/4/2022	Advisor Group Holdings Inc.	41,918	$0.66M	0.0%	+4.7%	0.000%
5/3/2022	International Assets Investment Management LLC	10,000	$0.16M	0.0%	N/A	0.000%
4/27/2022	Avantax Advisory Services Inc.	38,155	$0.60M	0.0%	N/A	0.000%
4/22/2022	Truist Financial Corp	31,112	$0.49M	0.0%	-4.9%	0.000%
4/13/2022	Investors Research Corp	2,500	$39K	0.0%	N/A	0.000%
2/15/2022	Saba Capital Management L.P.	366,720	$5.79M	0.1%	+316.2%	0.000%
2/11/2022	Quantedge Capital Pte Ltd	34,048	$0.54M	0.2%	-17.9%	0.000%
2/10/2022	Private Advisor Group LLC	27,390	$0.43M	0.0%	-7.7%	0.000%
2/8/2022	Robinson Capital Management LLC	20,885	$0.33M	0.2%	+354.7%	0.000%
2/8/2022	First Trust Advisors LP	92,589	$1.46M	0.0%	+1.3%	0.000%
2/7/2022	Concourse Financial Group Securities Inc.	12,398	$0.20M	0.0%	+18.2%	0.000%
2/7/2022	Shaker Financial Services LLC	49,871	$0.79M	0.3%	-27.4%	0.000%
2/3/2022	Advisor Group Holdings Inc.	40,041	$0.63M	0.0%	+5.6%	0.000%
2/3/2022	Northwestern Mutual Wealth Management Co.	9,391	$0.15M	0.0%	-9.6%	0.000%
2/2/2022	Castle Rock Wealth Management LLC	25,464	$0.38M	0.2%	-8.8%	0.000%
1/19/2022	AdvisorNet Financial Inc	6,934	$0.11M	0.0%	-15.3%	0.000%
11/15/2021	Quantedge Capital Pte Ltd	41,448	$0.61M	0.3%	-17.6%	0.000%
11/9/2021	Concourse Financial Group Securities Inc.	10,493	$0.15M	0.0%	+16.1%	0.000%
11/8/2021	Matisse Capital	116,000	$1.71M	0.6%	-22.1%	0.000%
11/5/2021	Truist Financial Corp	32,646	$0.48M	0.0%	-9.6%	0.000%
11/5/2021	Advisor Group Holdings Inc.	37,900	$0.56M	0.0%	+8.0%	0.000%
11/2/2021	Shaker Financial Services LLC	68,735	$1.01M	0.4%	+54.0%	0.000%
11/2/2021	Raymond James & Associates	35,723	$0.53M	0.0%	-10.7%	0.000%
10/15/2021	AdvisorNet Financial Inc	8,185	$0.12M	0.0%	-23.9%	0.000%
10/14/2021	Private Advisor Group LLC	29,690	$0.44M	0.0%	+2.8%	0.000%
8/16/2021	First Trust Advisors LP	89,719	$1.36M	0.0%	+2.7%	0.000%
8/16/2021	Morgan Stanley	439,066	$6.66M	0.0%	+18.2%	0.000%
8/16/2021	Quantedge Capital Pte Ltd	50,278	$0.76M	0.9%	-39.8%	0.000%

Data available starting January 2016

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.

Today's Range

Now: $9.20

$9.11

$9.25

50 Day Range

MA: $9.00

$8.51

$9.53

52 Week Range

Now: $9.20

$8.46

$11.90

Volume

20,280 shs

Average Volume

24,388 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:
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:
Saba Capital Management L.P. — 0.00%
Riverbridge Partners LLC — 0.00%
Clough Capital Partners L P — 0.00%
Raymond James & Associates — 0.00%
International Assets Investment Management LLC — 0.00%
UBS Group AG — 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:
Saba Capital Management L.P.
Raymond James & Associates
Which major investors are buying Principal Real Estate Income Fund stock?: During the previous quarter, PGZ stock was bought by institutional investors including:
Riverbridge Partners LLC
Clough Capital Partners L P
UBS Group AG
International Assets Investment Management LLC