Principal Real Estate Income Fund Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NYSE:PGZ Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Role	Shares	Max Price
17 Oct 24	SellUS$853,671	Saba Capital Management, L.P.	Company		77,003	US$11.19
12 Sep 24	SellUS$865,502	Saba Capital Management, L.P.	Company		79,090	US$11.16

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of PGZ?
Owner Type	Number of Shares	Ownership Percentage
Individual Insiders	201,004	3%
Hedge Funds	424,224	6.34%
Institutions	1,794,276	26.8%
General Public	4,274,605	63.9%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 36.03% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
6.34%	Saba Capital Management, L.P.	424,224	US$4.3m	5.59%	0.09%
6.32%	Morgan Stanley, Investment Banking and Brokerage Investments	422,881	US$4.3m	-4.49%	no data
5.52%	Bulldog Investors, LLP	369,396	US$3.7m	0%	0.91%
3.25%	First Trust Portfolios L.P.	217,712	US$2.2m	0%	0.26%
2.84%	Putnam LLC	190,218	US$1.9m	0%	no data
2.03%	Riverbridge Partners, LLC	136,058	US$1.4m	10.1%	0.02%
1.49%	Phillip Goldstein	99,502	US$1.0m	0%	no data
1.49%	Andrew Dakos	99,502	US$1.0m	0%	no data
1.42%	Jonathan Roberts Advisory Group, Inc.	95,292	US$967.2k	27.1%	0.03%
0.86%	Osaic Wealth, Inc. , Asset Management Arm	57,841	US$587.1k	-3.57%	no data
0.69%	Robinson Capital Management, LLC	46,008	US$467.0k	0%	0.19%
0.61%	Sanctuary Advisors, LLC	41,050	US$416.7k	0%	no data
0.52%	First Trust Advisors LP	34,856	US$353.8k	-9.04%	no data
0.42%	UBS Asset Management AG	28,114	US$285.4k	92.2%	no data
0.37%	Raymond James Financial Inc., Asset Management Arm	24,702	US$250.7k	-27.5%	no data
0.35%	Cetera Investment Advisers LLC	23,102	US$234.5k	16.4%	no data
0.29%	SeaCrest Wealth Management, LLC	19,606	US$199.0k	-18.1%	0.02%
0.25%	Clear Creek Financial Management, LLC	16,875	US$171.3k	0%	0.02%
0.24%	Great Valley Advisor Group, LLC	16,000	US$162.4k	0%	no data
0.23%	RFG Advisory, LLC	15,474	US$157.1k	0%	no data
0.23%	Private Advisor Group, LLC	15,240	US$154.7k	-10%	no data
0.11%	Wolverine Asset Management, LLC	7,649	US$77.6k	-86.4%	0.01%
0.09%	Blue Bell Private Wealth Management, LLC	6,044	US$61.3k	-1.63%	0.01%
0.037%	Investors Research Corporation	2,500	US$25.4k	0%	0.01%
0.03%	Jeremy Held	2,000	US$20.3k	0%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/05/22 23:15
End of Day Share Price	2025/05/22 00:00
Earnings	N/A
Annual Earnings	N/A

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Principal Real Estate Income Fund is covered by 0 analysts. 0 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.