Stocks › PGZ
Principal Real Estate Income Fund
PGZ·NYSE·
United States·USD
United States·USD$8.89
+0.02 (+0.23%)
Close · Oct 6, 2026 · Close Prices from Tiingo.com
PGZ
Principal Real Estate Income Fund · NYSE
Nasdaq 100S&P 500
Filings
Default90D1Y5YALL
PGZS&P 500 (rebased)
Congress BuyCongress SellInsider BuyInsider SellForm 1448-K ResultsLobbying
Loading price history…
Daily closes, adjusted for splits and dividends · Close Prices from Tiingo.comHover a marker, every one is a filing · move across the line for the crosshair
Congressional Trades
Recent trades of PGZ by members of U.S. Congress · 1 on record
| Politician | Stock | Type | Filed | Traded | |
|---|---|---|---|---|---|
 Adam B. SchiffHouse · D · CA |
PGZPrincipal Real Estate Income Fund · Stock/Fund |
Purchase $1,001 - $15,000 |
Jul 9, 2014 | Jun 27, 2014 | Filing ↗ |
Whale Activity
Position changes in PGZ reported for 2014-09-30 by 1 tracked institutional filer
- Increased0
- New1
- Held0
- Decreased0
- Closed0
- No prior filing0
| Filer | Shares | Value | Change |
|---|---|---|---|
| Citadel Advisors LLC | 11.0K | $209K | new |
KeyVex tracks a curated set of large 13F filers plus the largest positions in recent filings, so this is a sample of institutional activity, not the whole market.
Insider Trading
Net shares bought (+) or sold (−) on the open market by PGZ insiders, by quarter · Form 4
Recent Insider Transactions
15 transactions on record · newest first
| Insider | Type | Shares | Price | Value | Date | |
|---|---|---|---|---|---|---|
| Spahr Laton | Purchase | +5,488 | $10.34 | $57K | Nov 10, 2025 | Form 4 ↗ |
| Spahr Laton | Purchase | +4,512 | $10.36 | $47K | Nov 10, 2025 | Form 4 ↗ |
| Spahr Laton | Purchase | +10.0K | $9.71 | $97K | Jul 18, 2023 | Form 4 ↗ |
| Spahr Laton | Purchase | +15.6K | $9.50 | $148K | Jul 6, 2023 | Form 4 ↗ |
| Spahr Laton | Sale | −2,000 | $10.31 | $21K | Dec 27, 2022 | Form 4 ↗ |
| Spahr Laton | Purchase | +2,000 | $16.23 | $32K | Mar 12, 2020 | Form 4 ↗ |
| Sutula Matthew | Purchase | +500 | $20.60 | $10K | Dec 27, 2019 | Form 4 ↗ |
| Scalberg Ernest J | Sale | −560 | $18.07 | $10K | Mar 15, 2019 | Form 4 ↗ |
| Peterson Marc | Purchase | +850 | $15.90 | $14K | Nov 22, 2016 | Form 4 ↗ |
| Halter Patrick Gregory | Purchase | +5,000 | $16.70 | $84K | Nov 30, 2015 | Form 4 ↗ |
| Peterson Marc | Purchase | +800 | $18.70 | $15K | Jul 22, 2015 | Form 4 ↗ |
| Scalberg Ernest J | Purchase | +1,275 | $19.66 | $25K | Sep 2, 2014 | Form 4 ↗ |
| Scalberg Ernest J | Purchase | +760 | $17.18 | $13K | Dec 27, 2013 | Form 4 ↗ |
| MCCAUGHAN JAMES P | Purchase | +22.0K | $17.95 | $395K | Oct 24, 2013 | Form 4 ↗ |
| Peterson Marc | Purchase | +300 | $17.20 | $5K | Oct 11, 2013 | Form 4 ↗ |
Fund Holders
Mutual funds and ETFs holding PGZ · SEC Form N-PORT
| Fund | Shares | Value | % of fund | As of |
|---|---|---|---|---|
| Robinson Opportunistic Income Fund INVESTMENT MANAGERS SERIES TRUST | 25.8K | $265K | 2.49% | Jun 30, 2026 |
| Multi-Hedge Strategies Fund Rydex Variable Trust | 3,342 | $34K | 0.13% | Jun 30, 2026 |
| Guggenheim Multi-Hedge Strategies Fund Rydex Series Funds | 1,193 | $12K | 0.13% | Jun 30, 2026 |
Mutual funds and ETFs whose N-PORT filings list PGZ's shares (CUSIP 74255X104), each fund at its latest report since Mar 7, 2026, largest positions first. Bonds, options and short positions are left out.
Activist & Passive Stakes
Schedule 13D / 13G beneficial-ownership filings
No 13D/13G beneficial-ownership filings on record.
Corporate Lobbying
Estimated quarterly lobbying spending reported under the LDA, filings naming Principal Real Estate Income Fund as client
No lobbying filings found naming Principal Real Estate Income Fund as the client.
Government Contracts
Federal awards to Principal Real Estate Income Fund · USAspending
No federal contract awards found for Principal Real Estate Income Fund.
U.S. Patents
Recent USPTO applications naming Principal Real Estate Income Fund
No USPTO patent applications found for Principal Real Estate Income Fund.
Annual Financials
From PGZ's 10-K filings · XBRL
No annual XBRL figures on record for PGZ. KeyVex's fundamentals cover about 130 large companies so far.
Stock Splits
Every split and reverse split in the price history
No stock splits in PGZ's price history.
Material Events (8-K)
Corporate events filed with the SEC
No 8-K filings on record.
About Principal Real Estate Income Fund
From SEC EDGAR company records
HeadquartersDENVER, CO
IncorporatedDE
SEC CIK0001557523 ↗
Former namesPrincipal Commercial Mortgage Backed Securities Income Fund