Principal Real Estate Income Fund
PGZ- Exchange
- NYSE
- SEC CIK
- 0001557523
No open-market purchases or sales by Principal Real Estate Income Fund insiders were filed in the last 90 days; 30 institutions reported holding it in 13F filings for Q2 2026, worth $18.1M in total; no superinvestor holds it.
Key figures
- Insider buysOpen market, last 90 days
- 0
- Insider sellsOpen market, last 90 days
- 0
- 13F holdersQ2 2026, −4 vs. previous quarter
- 30
- 13F valueReported value at the end of Q2 2026
- $18.1M
- Superinvestors holdingAt the end of Q2 2026
- 0
Price chart
Superinvestors holding PGZ, Q2 2026
No superinvestor reported holding PGZ at the end of Q2 2026.
Latest insider trades
Open-market purchases and sales by Principal Real Estate Income Fund insiders from Form 4, newest first.
| Filed (ET) | Trade date | Filing delay | Insider | Transaction | Shares | Avg price | Value | Holding change | Flags |
|---|---|---|---|---|---|---|---|---|---|
| Nov 12, 2025 (view filing) | Nov 10 | 2 days | Spahr LatonOther: President of the Advisor | PPurchaseCommon Shares of Beneficial Ownership | +10.0K | $10.35 | +$103.5K | +39.0%35.6K after | 2 lots |
| Jul 19, 2023 (view filing) | Jul 18 | 1 day | Spahr LatonOther: President of the Adviser | PPurchaseCommon Shares of Beneficial Ownership | +10.0K | $9.71 | +$97.1K | +64.0%25.6K after | |
| Jul 7, 2023 (view filing) | Jul 6 | 1 day | Spahr LatonOther: President of the Adviser | PPurchaseCommon Shares of Beneficial Ownership | +15.6K | $9.50 | +$148.5K | New position15.6K after | |
| Dec 29, 2022 (view filing) | Dec 27 | 2 days | Spahr LatonOther: President of the Adviser | SSaleCommon Shares of Beneficial Interest | −2.00K | $10.31 | −$20.6K | −100.0%0 after |
Top 10 13F holders, Q2 2026
The largest institutional positions in Principal Real Estate Income Fund at the end of Q2 2026; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 489,242 | $5.03M | 0.00% | +46,094+10.4% | Added |
| Riverbridge Partners LLC | 204,139 | $2.10M | 0.06% | +1,871+0.9% | Added |
| Advisors Asset Management, Inc. | 173,375 | $1.78M | 0.03% | −624−0.4% | Reduced |
| Guggenheim Capital LLC | 128,189 | $1.32M | 0.01% | +8,437+7.0% | Added |
| Lido Advisors, LLC | 116,120 | $1.19M | 0.00% | +103,700+834.9% | Added |
| J.W. Cole Advisors, Inc. | 115,141 | $1.18M | 0.02% | +115,141 | New |
| Closed-End Fund Advisors, Inc. | 82,825 | $852.3K | 0.83% | +1,091+1.3% | Added |
| Raymond James Financial Inc | 74,647 | $768.1K | 0.00% | +14,041+23.2% | Added |
| Evolve Private Wealth, LLC | 65,743 | $676.5K | 0.04% | −5,144−7.3% | Reduced |
| Advisor Group Holdings, Inc. | 42,826 | $440.7K | 0.00% | −7,319−14.6% | Reduced |