# Principal Real Estate Income Fund: overview

PGZ · NYSE · CIK 1557523 · [Other](/sectors/other.md) · fiscal year ends Oct 31

Pages: [Overview](/companies/pgz.md) · [Financials](/companies/pgz/financials.md) · [Filings](/companies/pgz/filings.md) · [Insiders](/companies/pgz/insiders.md)

Financial statements for this company are not loaded yet.

## Insider purchases and sales

The last 20 open-market transactions on Form 4 (codes P and S). Reported price is as stated on the form, not a market price. [All insider transactions](/companies/pgz/insiders.md)

None in coverage.

## Funds that report holding it

From each manager’s latest Form 13F, largest reported value first. Reported value is as filed: filing data, not a price. [All funds](/funds.md)

| Fund | Quarter ended | Reported value | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | --- | --- |
| [MORGAN STANLEY](/funds/895421.md) | 2026-06-30 | $5.0m | 489,242 |  | Added +46,094 |
| [RIVERBRIDGE PARTNERS LLC](/funds/1112325.md) | 2026-06-30 | $2.1m | 204,139 |  | Added +1,871 |
| [Advisors Asset Management, Inc.](/funds/1297376.md) | 2026-06-30 | $1.8m | 173,375 |  | Reduced −624 |
| [GUGGENHEIM CAPITAL LLC](/funds/1283072.md) | 2026-06-30 | $1.3m | 128,189 |  | Added +8,437 |
| [Lido Advisors, LLC](/funds/1650150.md) | 2026-06-30 | $1.2m | 116,120 |  | Added +103,700 |
| [J.W. COLE ADVISORS, INC.](/funds/1404763.md) | 2026-06-30 | $1.2m | 115,141 |  | New +115,141 |
| [Closed-End Fund Advisors, Inc.](/funds/2103520.md) | 2026-06-30 | $852.3k | 82,825 |  | Added +1,091 |
| [RAYMOND JAMES FINANCIAL INC](/funds/720005.md) | 2026-06-30 | $768.1k | 74,647 |  | Added +14,041 |
| [EVOLVE PRIVATE WEALTH, LLC](/funds/2111131.md) | 2026-06-30 | $676.5k | 65,743 |  | Reduced −5,144 |
| [OSAIC HOLDINGS, INC.](/funds/1677044.md) | 2026-06-30 | $440.7k | 42,826 |  | Reduced −7,319 |

## Recent filings

[All 286 filings](/companies/pgz/filings.md)

| Filed | Accepted | Form | What it is | Accession |
| --- | --- | --- | --- | --- |
| 2026-02-20 | 09:17 ET | [DEF 14A](/filings/0001398344-26-003411.md) | Proxy statement, period 2026-04-10 | 0001398344-26-003411 |
| 2025-08-12 | 16:05 ET | [SCHEDULE 13D/A](/filings/0001398344-25-015110.md) | Ownership report, active investor, amended | 0001398344-25-015110 |
| 2025-07-14 | 17:28 ET | [SCHEDULE 13D/A](/filings/0001062993-25-012843.md) | Ownership report, active investor, amended | 0001062993-25-012843 |
| 2025-07-03 | 21:04 ET | [SCHEDULE 13D/A](/filings/0001062993-25-012571.md) | Ownership report, active investor, amended | 0001062993-25-012571 |
| 2025-02-21 | 17:08 ET | [DEF 14A](/filings/0001398344-25-003239.md) | Proxy statement, period 2025-04-11 | 0001398344-25-003239 |
| 2024-10-21 | 15:23 ET | [SC 13D/A](/filings/0001062993-24-017800.md) | Ownership report, active investor, amended | 0001062993-24-017800 |
| 2024-09-13 | 13:19 ET | [SC 13D/A](/filings/0001062993-24-016563.md) | Ownership report, active investor, amended | 0001062993-24-016563 |
| 2024-09-10 | 16:49 ET | [SC 13D/A](/filings/0001504304-24-000008.md) | Ownership report, active investor, amended | 0001504304-24-000008 |
| 2024-03-11 | 17:18 ET | [8-K](/filings/0001398344-24-005818.md) | 5.02 Departure or appointment of officers or directors | 0001398344-24-005818 |
| 2023-12-22 | 10:52 ET | [SC 13D/A](/filings/0001398344-23-023316.md) | Ownership report, active investor, amended | 0001398344-23-023316 |

## Latest annual report

No annual report is in coverage.

## Forecast league

Not in this season’s league. [This season’s league](/leagues.md)

## About the filer

- CIK: 1557523
- Tickers: PGZ
- Exchange: NYSE
- SIC code: not reported
- State of incorporation: DE
- Filer category: not reported

Source: SEC EDGAR, XBRL company facts, the filing index and Forms 4. Last ingested by Listed: Oct 24, 2026, 15:13 ET. No prices; not investment advice.