Principal Real Estate Income Fund

NYSE:PGZ Stock Report

Market Cap: US$65.8m

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
DateValueNameEntityRoleSharesMax Price
19 Oct 23BuyUS$258,925Bulldog Investors, LLPCompany29,480US$8.94
18 Jul 23BuyUS$97,072Laton SpahrIndividual10,000US$9.71
06 Jul 23BuyUS$148,457Laton SpahrIndividual15,627US$9.50

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 TypeNumber of SharesOwnership Percentage
Individual Insiders197,2262.95%
Hedge Funds568,0088.49%
Institutions2,036,63330.4%
General Public3,892,24258.1%

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

Top Shareholders

Top 25 shareholders own 41.58% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
8.49%
Saba Capital Management, L.P.
568,008US$5.6m0%0.12%
6.44%
Morgan Stanley, Investment Banking and Brokerage Investments
430,979US$4.2m-6.31%no data
5.2%
First Trust Portfolios L.P.
348,417US$3.4m0%0.47%
4.5%
Bulldog Investors, LLP
301,126US$3.0m59.2%0.9%
2.96%
Putnam LLC
197,931US$1.9m45.9%no data
2.35%
Riverbridge Partners, LLC
157,227US$1.5m2.48%0.02%
2.1%
Relative Value Partners Group, LLC
140,860US$1.4m-1.41%0.08%
1.44%
Osaic Wealth, Inc. , Asset Management Arm
96,676US$950.3k-51.8%0.01%
1.24%
Phillip Goldstein
83,082US$816.7k0%no data
1.24%
Andrew Dakos
83,082US$816.7k0%no data
1.12%
First Trust Advisors LP
75,303US$740.2k-6.1%no data
0.97%
Sit Investment Associates, Inc
64,797US$637.0k0%0.01%
0.49%
CapFinancial Partners, LLC, Asset Management Arm
32,713US$321.6k53.8%no data
0.39%
Raymond James Financial Inc., Asset Management Arm
25,774US$253.4k-6.87%no data
0.38%
Laton Spahr
25,627US$251.9k0%no data
0.36%
Private Advisor Group, LLC
23,890US$234.8k0%no data
0.31%
SeaCrest Wealth Management, LLC
21,069US$207.1k21%0.03%
0.3%
BMO Asset Management Corp.
20,000US$196.6k-9.09%no data
0.26%
Intellectus Partners, LLC
17,420US$171.2k1.66%0.05%
0.24%
Great Valley Advisor Group, Inc.
16,000US$157.3k0%0.01%
0.2%
Blue Bell Private Wealth Management, LLC
13,271US$130.5k129%0.03%
0.18%
International Assets Investment Management, LLC
12,056US$118.5k-20.2%0.01%
0.16%
Susquehanna International Group, LLP, Asset Management Arm
10,735US$105.5k0%no data
0.15%
Landscape Capital Management, LLC
10,125US$99.5k0%0.01%
0.11%
Advisory Services Network, LLC
7,415US$72.9k0%no data
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