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PGZ Insider Trading

Insider Ownership Percentage: N/A
Insider Buying (Last 12 Months): $0.00
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: $11.60
Price Change: ▲ Price Increase of +0.01 (0.09%)
As of 02/1/2023 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
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Principal Real Estate Income Fund Insider Trading History

Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
12/27/2022Laton SpahrinsiderSell2,000$10.31$20,620.00View SEC Filing Icon  
See Full Table
Know Your Profit Potential BEFORE You Trade!
From Tradewins   |   Ad
I’m Chuck Hughes, ten-time trading champion and author of the coveted e-book, “Options Trading Made Easy”, the strategy guide that will teach you to calculate your trade’s profit potential before you risk any capital.

Click here for a free copy now!
Click Here to Learn More
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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
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
8/13/2021Northwestern Mutual Wealth Management Co.8,562$0.13M0.0%-17.5%0.000%Search for SEC Filing on Google Icon
8/13/2021Castle Rock Wealth Management LLC37,725$0.58M0.2%-28.5%0.000%Search for SEC Filing on Google Icon
8/12/2021Private Advisor Group LLC28,875$0.44M0.0%+4.9%0.000%Search for SEC Filing on Google Icon
8/12/2021Advisory Services Network LLC12,422$0.19M0.0%-9.2%0.000%Search for SEC Filing on Google Icon
8/12/2021Bank of Montreal Can22,000$0.38M0.0%N/A0.000%Search for SEC Filing on Google Icon
8/12/2021Relative Value Partners Group LLC154,506$2.34M0.2%N/A0.000%Search for SEC Filing on Google Icon
8/4/2021Shaker Financial Services LLC44,630$0.68M0.3%+115.2%0.000%Search for SEC Filing on Google Icon
8/2/2021Advisor Group Holdings Inc.35,100$0.53M0.0%-7.4%0.000%Search for SEC Filing on Google Icon
5/18/2021Morgan Stanley371,602$5.02M0.0%+42.3%0.000%Search for SEC Filing on Google Icon
5/17/2021Royal Bank of Canada57,735$0.78M0.0%-15.5%0.000%Search for SEC Filing on Google Icon
5/17/2021Hennion & Walsh Asset Management Inc.13,386$0.18M0.0%N/A0.000%Search for SEC Filing on Google Icon
5/17/2021Quantedge Capital Pte Ltd83,568$1.13M0.9%-19.0%0.000%Search for SEC Filing on Google Icon
5/13/2021Proequities Inc.9,061$0.12M0.0%-9.9%0.000%Search for SEC Filing on Google Icon
5/12/2021UBS Group AG25,746$0.35M0.0%+10.0%0.000%Search for SEC Filing on Google Icon
5/11/2021Mid Atlantic Financial Management Inc. ADV26,000$0.35M0.0%+37.6%0.000%Search for SEC Filing on Google Icon
4/27/2021Castle Rock Wealth Management LLC52,757$0.77M0.3%-12.3%0.000%Search for SEC Filing on Google Icon
4/22/20216 Meridian27,859$0.38M0.0%-23.4%0.000%Search for SEC Filing on Google Icon
4/22/2021Private Advisor Group LLC27,525$0.37M0.0%-6.1%0.000%Search for SEC Filing on Google Icon
4/14/2021AdvisorNet Financial Inc12,130$0.16M0.0%-9.6%0.000%Search for SEC Filing on Google Icon
4/12/2021FNY Investment Advisers LLC6,886$92K0.0%+321.4%0.000%Search for SEC Filing on Google Icon
2/12/2021Raymond James Financial Services Advisors Inc.17,373$0.21M0.0%-20.5%0.000%Search for SEC Filing on Google Icon
2/11/2021RMB Capital Management LLC74,821$0.91M0.0%+16.6%0.000%Search for SEC Filing on Google Icon
2/10/2021Mid Atlantic Financial Management Inc. ADV18,900$0.23M0.0%+5.6%0.000%Search for SEC Filing on Google Icon
2/9/2021Wells Fargo & Company MN69,071$0.84M0.0%+2.1%0.000%Search for SEC Filing on Google Icon
2/9/2021Advisory Services Network LLC13,827$0.17M0.0%+22.4%0.000%Search for SEC Filing on Google Icon
2/9/2021Landscape Capital Management L.L.C.60,125$0.73M0.1%+206.7%0.000%Search for SEC Filing on Google Icon
2/8/2021Mcmillion Capital Management Inc.8,810$0.11M0.1%-13.1%0.000%Search for SEC Filing on Google Icon
2/4/2021AdvisorNet Financial Inc13,425$0.16M0.0%+8.1%0.000%Search for SEC Filing on Google Icon
2/3/2021Quantedge Capital Pte Ltd103,215$1.26M0.7%N/A0.000%Search for SEC Filing on Google Icon
2/2/2021Proequities Inc.10,052$0.12M0.0%+20.6%0.000%Search for SEC Filing on Google Icon
2/2/2021First Trust Advisors LP85,979$1.05M0.0%-2.2%0.000%Search for SEC Filing on Google Icon
1/30/2021Castle Rock Wealth Management LLC60,148$0.74M0.3%+21.6%0.000%Search for SEC Filing on Google Icon
1/14/20216 Meridian36,364$0.44M0.0%N/A0.000%Search for SEC Filing on Google Icon
12/7/2020Castle Rock Wealth Management LLC49,470$0.52M0.3%N/A0.000%Search for SEC Filing on Google Icon
11/13/2020Morgan Stanley232,194$2.49M0.0%+13.2%0.000%Search for SEC Filing on Google Icon
11/13/2020Truist Financial Corp38,470$0.41M0.0%+80.6%0.000%Search for SEC Filing on Google Icon
11/10/2020RMB Capital Management LLC64,155$0.69M0.0%+82.8%0.000%Search for SEC Filing on Google Icon
11/10/2020Landscape Capital Management L.L.C.19,606$0.21M0.0%N/A0.000%Search for SEC Filing on Google Icon
11/5/2020First Trust Advisors LP87,876$0.94M0.0%-22.2%0.000%Search for SEC Filing on Google Icon
11/5/2020Wells Fargo & Company MN67,675$0.73M0.0%-6.9%0.000%Search for SEC Filing on Google Icon
11/4/2020Raymond James Financial Services Advisors Inc.21,851$0.23M0.0%N/A0.000%Search for SEC Filing on Google Icon
11/4/2020Raymond James & Associates29,347$0.31M0.0%+41.0%0.000%Search for SEC Filing on Google Icon
11/2/2020Private Advisor Group LLC36,730$0.39M0.0%-17.4%0.000%Search for SEC Filing on Google Icon
8/26/2020AdvisorNet Financial Inc11,290$0.14M0.0%+17.8%0.000%Search for SEC Filing on Google Icon
8/17/2020Private Advisor Group LLC44,474$0.54M0.0%-4.3%0.000%Search for SEC Filing on Google Icon
8/14/2020Bank of America Corp DE48,145$0.58M0.0%-22.5%0.000%Search for SEC Filing on Google Icon
8/14/2020Advisor Group Holdings Inc.46,812$0.56M0.0%-4.9%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: $11.60
Low: $11.50
High: $11.60

50 Day Range

MA: $10.99
Low: $10.34
High: $11.60

52 Week Range

Now: $11.60
Low: $10.29
High: $16.10

Volume

23,000 shs

Average Volume

22,905 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. Riverbridge Partners LLC — 0.00%
  2. International Assets Investment Management LLC — 0.00%
Learn More about top institutional investors of Principal Real Estate Income Fund stock.

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

In the previous quarter, PGZ stock was acquired by institutional investors including:
  1. International Assets Investment Management LLC
  2. Riverbridge Partners LLC
Cash Holders STILL Aren't Taking Steps to Prepare
From Investor Place Media   |   Ad
Stocks are crashing... inflation is through the roof... multiple industries are getting hit hard... Americans are fearful of what might happen to their stock portfolios right now -- and who's to blame them? But former Wall Street money manager Louis Navellier says all it takes is being on the right side of this force driving the massive divide. Take action today and watch his exclusive presentation -- absolutely free of charge -- to see how you should be prepping for this phenomenon.
Click Here to Learn More