PGZ

Principal Real Estate Income Fund

NYSE

Total Trades

Buys

Sells

Largest Trade

$100K–$500K

Insiders

Institutional Funds

Inst. Value

$1M+

Activist Filings

Insider Trades

Insider	Title	Type	Value	Shares	Price	Date
Spahr Laton	Insider	BUY	$100K–$500K	10K	$10.35	Nov 12, 2025
Spahr Laton	Insider	BUY	$50K–$100K	10K	$9.71	Jul 19, 2023
Spahr Laton	Insider	BUY	$100K–$500K	16K	$9.50	Jul 7, 2023
Spahr Laton	Insider	SELL	$15K–$50K	2K	$10.31	Dec 29, 2022

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13F filings as of Dec 31, 2025 · 30 funds holding

Fund	Shares	Value	Type
MORGAN STANLEY	460K	$1M+	SH
RIVERBRIDGE PARTNERS LLC	187K	$1M+	SH
Advisors Asset Management, Inc.	175K	$1M+	SH
J.W. COLE ADVISORS, INC.	113K	$1M+	SH
Closed-End Fund Advisors, Inc.	83K	$500K+	SH
RAYMOND JAMES FINANCIAL INC	51K	$500K+	SH
ROBINSON CAPITAL MANAGEMENT, LLC	51K	$500K+	SH
Shaker Financial Services, LLC	51K	$500K+	SH
NWF Advisory Services Inc.	46K	$100K–$500K	SH
FIRST TRUST ADVISORS LP	34K	$100K–$500K	SH
WOLVERINE ASSET MANAGEMENT LLC	30K	$100K–$500K	SH
Cetera Investment Advisers	23K	$100K–$500K	SH
SeaCrest Wealth Management, LLC	19K	$100K–$500K	SH
LPL Financial LLC	19K	$100K–$500K	SH
Baird Financial Group, Inc.	18K	$100K–$500K	SH
Clear Creek Financial Management, LLC	18K	$100K–$500K	SH
RFG Advisory, LLC	16K	$100K–$500K	SH
COMMONWEALTH EQUITY SERVICES, LLC	15K	$100K–$500K	SH
UHLMANN PRICE SECURITIES, LLC	13K	$100K–$500K	SH
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	6K	$50K–$100K	SH