Principal Real Estate Income Fund
PGZNYSECIK 1557523OtherFiscal year ends Oct 31
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Financial statements
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Insider purchases and sales
All insider transactionsThe last 20 open-market transactions reported on Form 4 (codes P and S). The reported price is the price per share the insider stated on the form: filing data, not a market price.
No open-market purchases or sales by insiders are in coverage from Nov 2024 to Oct 2026.
No open-market purchases or sales by insiders are in coverage for this company.
Funds that report holding it
All fundsFrom each manager's latest Form 13F, largest reported value first. Reported value is as filed at the quarter end: filing data, not a price. A put or call is an option position, not shares held.
| Fund | Quarter ended | Reported value | Shares | Put or call | Change on the quarter before |
|---|---|---|---|---|---|
| MORGAN STANLEY | 2026-06-30 | $5.0m | 489,242 | Added+46,094 | |
| RIVERBRIDGE PARTNERS LLC | 2026-06-30 | $2.1m | 204,139 | Added+1,871 | |
| Advisors Asset Management, Inc. | 2026-06-30 | $1.8m | 173,375 | Reduced−624 | |
| GUGGENHEIM CAPITAL LLC | 2026-06-30 | $1.3m | 128,189 | Added+8,437 | |
| Lido Advisors, LLC | 2026-06-30 | $1.2m | 116,120 | Added+103,700 | |
| J.W. COLE ADVISORS, INC. | 2026-06-30 | $1.2m | 115,141 | New+115,141 | |
| Closed-End Fund Advisors, Inc. | 2026-06-30 | $852.3k | 82,825 | Added+1,091 | |
| RAYMOND JAMES FINANCIAL INC | 2026-06-30 | $768.1k | 74,647 | Added+14,041 | |
| EVOLVE PRIVATE WEALTH, LLC | 2026-06-30 | $676.5k | 65,743 | Reduced−5,144 | |
| OSAIC HOLDINGS, INC. | 2026-06-30 | $440.7k | 42,826 | Reduced−7,319 |
Recent filings
All 286 filingsReports and events: 10-K, 10-Q, 8-K, proxy statements and ownership schedules.
| Filed | Form | What it is | Accession number |
|---|---|---|---|
| 2026-02-2009:17 ET | DEF 14A | Proxy statementPeriod 2026-04-10 | 0001398344-26-003411 |
| 2025-08-1216:05 ET | SCHEDULE 13D/A | Ownership report, active investor, amended | 0001398344-25-015110 |
| 2025-07-1417:28 ET | SCHEDULE 13D/A | Ownership report, active investor, amended | 0001062993-25-012843 |
| 2025-07-0321:04 ET | SCHEDULE 13D/A | Ownership report, active investor, amended | 0001062993-25-012571 |
| 2025-02-2117:08 ET | DEF 14A | Proxy statementPeriod 2025-04-11 | 0001398344-25-003239 |
| 2024-10-2115:23 ET | SC 13D/A | Ownership report, active investor, amended | 0001062993-24-017800 |
| 2024-09-1313:19 ET | SC 13D/A | Ownership report, active investor, amended | 0001062993-24-016563 |
| 2024-09-1016:49 ET | SC 13D/A | Ownership report, active investor, amended | 0001504304-24-000008 |
| 2024-03-1117:18 ET | 8-K | 5.02 Departure or appointment of officers or directors | 0001398344-24-005818 |
| 2023-12-2210:52 ET | SC 13D/A | Ownership report, active investor, amended | 0001398344-23-023316 |
Latest annual report
No annual report is in coverage for this company.
Forecast league
Not in this season’s league. The league lists companies whose quarter has ended and whose results are not yet filed.This season’s league
About the filer
- CIK
- 1557523
- Tickers
- PGZ
- Exchange
- NYSE
- SIC code
- not reported
- Sector
- Other
- Fiscal year ends
- Oct 31
- Incorporated in
- DE
- Filer category
- not reported
- Former names
- Principal Commercial Mortgage Backed Securities Income Fund (to 2013-03-20)
Source: SEC EDGAR, XBRL company facts, the filing index and Forms 4. Last ingested by Listed: Oct 24, 2026, 15:13 ET. Listed shows no prices and gives no investment advice.