Principal Real Estate Income Fund PGZ
We take great care to ensure that the data presented and summarized in this overview for Principal Real Estate Income Fund is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding PGZ
View all-
Morgan Stanley New York, NY453KShares$4.5 Million0.0% of portfolio
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Saba Capital Management, L.P. New York, NY450KShares$4.47 Million0.11% of portfolio
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Bulldog Investors, LLP Saddle Brook, NJ182KShares$1.81 Million1.03% of portfolio
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Riverbridge Partners LLC165KShares$1.64 Million0.03% of portfolio
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Kovitz Investment Group Partners, LLC135KShares$1.34 Million0.01% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ60.2KShares$598,5860.0% of portfolio
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Robinson Capital Management, LLC43.5KShares$432,7670.18% of portfolio
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J.W. Cole Advisors, Inc.41.3KShares$410,9990.02% of portfolio
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Sanctuary Advisors, LLC Indianapolis, IN41.1KShares$408,0370.0% of portfolio
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First Trust Advisors LP Wheaton, IL36.6KShares$364,1320.0% of portfolio
Latest Institutional Activity in PGZ
Top Purchases
Top Sells
About PGZ
Principal Real Estate Income Fund is a closed ended balanced mutual fund launched and managed by ALPS Advisers, Inc. It is co-managed by Principal Real Estate Investors, LLC. The fund invests in public equity and fixed income markets of the United States. It seeks to invest in commercial mortgage backed securities, real estate investment trusts and REIT-like entities. The fund invests in value stocks of companies. It uses financial derivatives such as credit default swaps, interest rate swaps, caps, floors and collars, currency futures and forwards, rate forwards, and interest rate futures to invest in securities. The fund employs fundamental analysis with a combination of top-down and bottom-up stock picking approach while focusing on factors such as macro outlook on the economy, real estate cycle and real estate fundamentals, shorter-term tactical allocation shifts upon a continual assessment of market valuations, quantitative, analysis, and technical indicators to create it portfolio. Principal Real Estate Income Fund was formed on August 31, 2012 and is domiciled in the United States.
Insider Transactions at PGZ
Insider Transaction List
View allDate | Insider | Transaction | Ownership Type | Shares Traded | Value / Price |
---|---|---|---|---|---|
Jul 18
2023
|
Laton Spahr |
BUY
Open market or private purchase
|
Direct |
10,000
+28.07%
|
$90,000
$9.71 P/Share
|
Jul 06
2023
|
Laton Spahr |
BUY
Open market or private purchase
|
Direct |
15,627
+50.0%
|
$140,643
$9.5 P/Share
|
Dec 27
2022
|
Laton Spahr |
SELL
Open market or private sale
|
Direct |
2,000
-100.0%
|
$20,000
$10.31 P/Share
|