PGZ Insider Trading

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

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

Skip ChartChart Data in Insider Trading History Table

Principal Real Estate Income Fund Share Price & Price History

Current Price: $9.20
Price Change: Price Decrease of -0.06 (-0.65%)
As of 12/8/2023 01:00 AM ET

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

Skip Chart and Table DataPrice Data in Insider Trading History Table
Days: 30 | 90 | 365

Principal Real Estate Income Fund Insider Trading History

Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
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  
See Full Table

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
11/14/2023Saba 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
11/9/2023UBS Group AG6,522$59K0.0%+179.4%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
8/21/2023Osaic Holdings Inc.128,854$1.22M0.0%+117.3%0.000%Search for SEC Filing on Google Icon
8/15/2023Wells Fargo & Company MN50,494$0.48M0.0%+98.8%0.000%Search for SEC Filing on Google Icon
8/15/2023Captrust Financial Advisors14,292$0.14M0.0%N/A0.000%Search for SEC Filing on Google Icon
8/15/2023Royal Bank of Canada13,842$0.13M0.0%-74.9%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
8/11/2023JPMorgan Chase & Co.3,906$37K0.0%N/A0.000%Search for SEC Filing on Google Icon
8/10/2023Osaic Holdings Inc.128,854$1.22M0.0%+117.3%0.000%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
5/16/2023Susquehanna International Group LLP25,420$0.24M0.0%N/A0.000%Search for SEC Filing on Google Icon
5/16/2023First Trust Advisors LP74,517$0.71M0.0%-16.3%0.000%Search for SEC Filing on Google Icon
5/15/2023Clough Capital Partners L P18,156$0.17M0.0%N/A0.000%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
5/12/2023UBS Group AG11,021$0.10M0.0%-27.6%0.000%Search for SEC Filing on Google Icon
5/12/2023NewEdge Advisors LLC13,499$0.13M0.0%+8.9%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
5/10/2023Private Advisor Group LLC25,840$0.24M0.0%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
2/17/2023Truist Financial Corp24,044$0.25M0.0%-13.7%0.000%Search for SEC Filing on Google Icon
2/15/2023Morgan Stanley362,522$3.75M0.0%-20.0%0.000%Search for SEC Filing on Google Icon
2/13/2023Wells Fargo & Company MN21,653$0.22M0.0%-54.0%0.000%Search for SEC Filing on Google Icon
2/10/2023Bank of America Corp DE13,658$0.14M0.0%-35.2%0.000%Search for SEC Filing on Google Icon
2/10/2023Advisor Group Holdings Inc.53,771$0.56M0.0%+2.0%0.000%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
2/8/2023Raymond James & Associates35,925$0.37M0.0%+10.3%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
11/15/2022First Trust Advisors LP81,950$0.91M0.0%-6.2%0.000%Search for SEC Filing on Google Icon
11/14/2022Royal Bank of Canada91,203$1.01M0.0%+4.9%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
11/10/2022UBS Group AG16,574$0.18M0.0%+12.0%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
8/17/2022International Assets Investment Management LLC15,363$0.20M0.0%+53.6%0.000%Search for SEC Filing on Google Icon
8/11/2022UBS Group AG14,803$0.19M0.0%-40.2%0.000%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
6/7/2022Bank of America Corp DE69,884$1.10M0.0%-1.7%0.000%Search for SEC Filing on Google Icon
5/17/2022Robinson Capital Management LLC12,585$0.20M0.1%-39.7%0.000%Search for SEC Filing on Google Icon
5/17/2022Royal Bank of Canada71,751$1.13M0.0%+25.1%0.000%Search for SEC Filing on Google Icon
5/17/2022Saba Capital Management L.P.429,802$6.76M0.1%+17.2%0.000%Search for SEC Filing on Google Icon
5/13/2022International Assets Investment Management LLC10,000$0.16M0.0%N/A0.000%Search for SEC Filing on Google Icon
5/13/2022Quantedge Capital Pte Ltd16,554$0.26M0.1%-51.4%0.000%Search for SEC Filing on Google Icon
5/13/2022First Trust Advisors LP88,292$1.39M0.0%-4.6%0.000%Search for SEC Filing on Google Icon
5/12/2022Private Advisor Group LLC26,190$0.41M0.0%-4.4%0.000%Search for SEC Filing on Google Icon
5/11/2022Raymond James & Associates29,024$0.46M0.0%-19.4%0.000%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
2/10/2022Private Advisor Group LLC27,390$0.43M0.0%-7.7%0.000%Search for SEC Filing on Google Icon
2/8/2022Robinson Capital Management LLC20,885$0.33M0.2%+354.7%0.000%Search for SEC Filing on Google Icon
2/8/2022First Trust Advisors LP92,589$1.46M0.0%+1.3%0.000%Search for SEC Filing on Google Icon
2/7/2022Concourse Financial Group Securities Inc.12,398$0.20M0.0%+18.2%0.000%Search for SEC Filing on Google Icon
2/7/2022Shaker Financial Services LLC49,871$0.79M0.3%-27.4%0.000%Search for SEC Filing on Google Icon
2/3/2022Advisor Group Holdings Inc.40,041$0.63M0.0%+5.6%0.000%Search for SEC Filing on Google Icon
2/3/2022Northwestern Mutual Wealth Management Co.9,391$0.15M0.0%-9.6%0.000%Search for SEC Filing on Google Icon
2/2/2022Castle Rock Wealth Management LLC25,464$0.38M0.2%-8.8%0.000%Search for SEC Filing on Google Icon
1/19/2022AdvisorNet Financial Inc6,934$0.11M0.0%-15.3%0.000%Search for SEC Filing on Google Icon
11/15/2021Quantedge Capital Pte Ltd41,448$0.61M0.3%-17.6%0.000%Search for SEC Filing on Google Icon
11/9/2021Concourse Financial Group Securities Inc.10,493$0.15M0.0%+16.1%0.000%Search for SEC Filing on Google Icon
11/8/2021Matisse Capital116,000$1.71M0.6%-22.1%0.000%Search for SEC Filing on Google Icon
11/5/2021Truist Financial Corp32,646$0.48M0.0%-9.6%0.000%Search for SEC Filing on Google Icon
11/5/2021Advisor Group Holdings Inc.37,900$0.56M0.0%+8.0%0.000%Search for SEC Filing on Google Icon
11/2/2021Shaker Financial Services LLC68,735$1.01M0.4%+54.0%0.000%Search for SEC Filing on Google Icon
11/2/2021Raymond James & Associates35,723$0.53M0.0%-10.7%0.000%Search for SEC Filing on Google Icon
10/15/2021AdvisorNet Financial Inc8,185$0.12M0.0%-23.9%0.000%Search for SEC Filing on Google Icon
10/14/2021Private Advisor Group LLC29,690$0.44M0.0%+2.8%0.000%Search for SEC Filing on Google Icon
8/16/2021First Trust Advisors LP89,719$1.36M0.0%+2.7%0.000%Search for SEC Filing on Google Icon
8/16/2021Morgan Stanley439,066$6.66M0.0%+18.2%0.000%Search for SEC Filing on Google Icon
8/16/2021Quantedge Capital Pte Ltd50,278$0.76M0.9%-39.8%0.000%Search for SEC Filing on Google Icon
Data available starting January 2016

See Full Table
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: $9.20
Low: $9.11
High: $9.25

50 Day Range

MA: $9.00
Low: $8.51
High: $9.53

52 Week Range

Now: $9.20
Low: $8.46
High: $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:
  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. Saba Capital Management L.P. — 0.00%
  2. Riverbridge Partners LLC — 0.00%
  3. Clough Capital Partners L P — 0.00%
  4. Raymond James & Associates — 0.00%
  5. International Assets Investment Management LLC — 0.00%
  6. 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:
  1. Saba Capital Management L.P.
  2. 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:
  1. Riverbridge Partners LLC
  2. Clough Capital Partners L P
  3. UBS Group AG
  4. International Assets Investment Management LLC
New CBOE “special perk” helps traders target income every weekend
You might not immediately realize what you’re reading. Let me help you out a little… What you're looking at is a “special perk” set up by the Chicago Board of Options Exchange.
Check out this training for the full story!