Principal Real Estate Income Fund
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Price Chart
About the company
The Principal Real Estate Income Fund (PGZ) operates as a closed-end, balanced mutual fund, managed by ALPS Advisers, Inc. , with Principal Real Estate Investors, LLC acting as co-manager. This fund primarily allocates capital to public equity and fixed-income securities within the United States.
- IPO
- 2013
- HQ
- Denver, CO, US
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Similar companies
Peers in the same neighborhood.
- Market Cap
- $59.64M
- P/E
- 8.98
- PEG
- -0.22
- P/S
- 6.39
- P/B
- 0.78
- EV/EBITDA
- 11.02
- Div Yield
- 14.32%
- Gross Margin
- 83.82%
- Op Margin
- 89.47%
- Net Margin
- 71.20%
- ROE
- 8.68%
- ROIC
- 7.49%
Latest fiscal year · YoY change
- Revenue
- $6.06M+37.3%
- Gross Profit
- $4.50M+49.9%
- Op Income
- $6.94M
- Net Income
- $5.13M-76.7%
- EPS
- $0.77-76.6%
- OCF Growth
- -53.0%
- FCF Growth
- -53.0%
- 52W High
- $10.58
- 52W Low
- $8.73
- 50D MA
- $9.65
- 200D MA
- $9.98
- Beta
- 0.72
- RSI (14)
- 24
- Avg Volume
- 19.80K
No earnings-call transcripts are available for PGZ yet.
- Free Float
- 99.4%
- Shares Outstanding
- 6.69M
- Float Shares
- 6.66M
of shares held by institutions
34 13F filers
Buy/sell ratio 0.00. Sells can include pre-scheduled 10b5-1 plan sales, not just discretionary selling.
Top institutional holders
Largest 13F positions, with quarter-over-quarter change.
| Holder | Shares | Δ Quarter |
|---|---|---|
| Morgan Stanley | 489.24K | ▲ 46.09K |
| Riverbridge Partners LLC | 204.14K | ▲ 1.87K |
| Advisors Asset Management, Inc. | 173.38K | ▼ 624 |
| Guggenheim Capital LLC | 128.19K | ▲ 8.44K |
| Lido Advisors, LLC | 116.12K | ▲ 103.70K |
| J.W. Cole Advisors, Inc. | 115.14K | ▲ 115.14K |
| Closed-End Fund Advisors, Inc. | 82.83K | ▲ 1.09K |
| Raymond James Financial Inc | 74.65K | ▲ 14.04K |
| Evolve Private Wealth, LLC | 65.74K | ▼ 5.14K |
| Advisor Group Holdings, Inc. | 42.83K | ▼ 7.32K |
| Nwf Advisory Services Inc. | 40.20K | ▼ 8.00K |
| First Trust Advisors LP | 37.02K | ▲ 782 |
Recent insider transactions
Who's buying, who's selling, and how much.
| Date | Insider | Type | Shares |
|---|---|---|---|
| Nov 10, 25 | Spahr Laton | buy | 4,512 |
| Nov 10, 25 | Spahr Laton | buy | 5,488 |
| Apr 11, 25 | Bullington Stephanie | other | 0 |
| Sep 16, 24 | Herrera Michael | other | 0 |
| Jun 10, 24 | HAMILL BRENDAN | other | 0 |
| Oct 31, 23 | Nicholas Adams | other | 0 |
| Mar 11, 24 | Legg JoEllen | other | 0 |
| Oct 31, 23 | Scalberg Ernest J | other | 0 |
| Oct 31, 23 | Scalberg Ernest J | other | 0 |
| Oct 31, 23 | Burns Kathryn | other | 0 |
A “Sell” may be a pre-scheduled 10b5-1 plan sale rather than a discretionary decision — read insider selling with that in mind.
Our PGZ coverage
Recent articles, reports, and earnings notes.
No research on PGZ yet
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Generate PGZ report →Principal Real Estate Income Fund Declares Monthly Distributions of $0.105 Per Share
businesswire.com · Oct 1
Principal Real Estate Income Fund Announces Notification of Sources of Distribution
businesswire.com · Sep 30
Principal Real Estate Income Fund Announces Notification of Sources of Distribution
businesswire.com · Aug 31
Principal Real Estate Income Fund Announces Notification of Sources of Distribution
businesswire.com · Jul 31
Principal Real Estate Income Fund Declares Monthly Distributions of $0.105 Per Share
businesswire.com · Jul 1
Principal Real Estate Income Fund Announces Notification of Sources of Distribution
businesswire.com · Jun 30
PAN GLOBAL COMMENCES PHASE 2 DRILLING AT CAÑADA HONDA DEPOSIT: PROVIDES ESCACENA PROJECT UPDATE, SPAIN
prnewswire.com · Jun 29
Principal Real Estate Income Fund Announces Notification of Sources of Distribution
businesswire.com · May 29
Headlines from third-party outlets — TickerSpark isn't affiliated with these sources.