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.
Holders of 5% or more of PGZ
Holders whose latest Schedule 13D or 13G filing reports 5% or more of Principal Real Estate Income Fund, largest stake first. The change is against the holder's previous filing.
No holder currently reports owning 5% or more of Principal Real Estate Income Fund on Schedule 13D or 13G.
Stakes are as of each holder's latest filing. Holders whose last filing was in the old format (before December 18, 2024) have no stake on record and are not listed, and after an acquisition or delisting holders usually stop filing.
13D and 13G filings
3 Schedule 13D and 13G filings on Principal Real Estate Income Fund, newest first, including old-format filings without a stake.
| Filed (ET) | Filer | Form | Stake | Change | Event date | Filing |
|---|---|---|---|---|---|---|
| Aug 12, 20254:05 PM ET | Bulldog Investors, LLPand 2 others | 13D/A | 4.98%333.3K shares | –Below 5% | Aug 7, 2025 | SEC |
| Jul 14, 20255:28 PM ET | Saba Capital Management, L.P.and 2 others | 13D/A | 4.75%317.9K shares | −0.33 ppfrom 5.08%Below 5% | Jul 11, 2025 | SEC |
| Jul 3, 20259:04 PM ET | Saba Capital Management, L.P.and 2 others | 13D/A | 5.08%340.3K shares | – | Jul 2, 2025 | SEC |
Form 144: proposed insider sales
Notices from officers, directors and other affiliates planning to sell Principal Real Estate Income Fund shares.
No Form 144 notices for Principal Real Estate Income Fund are on file.