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The company

Principal Real Estate Income Fund Common Shares of Beneficial Interest

PGZ · NYSE

FinancialsFunds, Shells & SPACs

PGZ stood above a rising 150-day average in 5 of the last 52 weekly readings, and has been out of that trend for the last 10 weeks. It is 11.3% below that average now. Financials: 51% of its 740 stocks in an uptrend (−2 points in four weeks).

Statistics

Rotation
not in the set
Weeks in an uptrend
out for 10
Insider buys, 12 months
$103K
Insider sales, 12 months
$0
Officials’ trades on record
0
Institutions holding
32 (-2)

In the rotation

Each square a week: lit when it closed above a rising 150-day average. 5 of 52 weeks.

24 Apr – 23 Oct
44%53%62%Apr 26Jun 26Jul 26Sep 26Oct 26

Money in and out

1 Nov 2024 – 1 Oct 2026
$0$100KNov 24May 25Nov 25Apr 26Oct 26

Open-market buys above the line and sales below, in dollars.

Congress and officials

No member of Congress or official has disclosed a trade in it.

Insiders

Buy orders, 12 months1
Sale orders, 12 months0
Buyers · sellers1 · 0

No open-market buy or sale by its insiders on record.

Lines filed since 2 January 2026, newest first; every insider’s older lines are on their own page.

Institutions

Holders32-2 on the quarter
New · exited3 · 5
Reported value$18.1M

Quarter to 30 Jun 2026, against 31 Mar 2026; newest filing 31 Aug 2026.

ManagerSharesChange
MORGAN STANLEYadded · filed 13 Aug 2026489,242$5.0M+46,094+10.4%
RIVERBRIDGE PARTNERS LLCadded · filed 13 Jul 2026204,139$2.1M+1,871+0.9%
Advisors Asset Management, Inc.reduced · filed 14 Aug 2026173,375$1.8M-624−0.4%
GUGGENHEIM CAPITAL LLCadded · filed 12 Aug 2026128,189$1.3M+8,437+7.0%
Lido Advisors, LLCadded · filed 7 Aug 2026116,120$1.2M+103,700+834.9%
J.W. COLE ADVISORS, INC.new · filed 21 Jul 2026115,141$1.2M+115,141
Closed-End Fund Advisors, Inc.added · filed 27 Jul 202682,825$852K+1,091+1.3%
RAYMOND JAMES FINANCIAL INCadded · filed 14 Aug 202674,647$768K+14,041+23.2%
EVOLVE PRIVATE WEALTH, LLCreduced · filed 12 Aug 202665,743$676K-5,144−7.3%
OSAIC HOLDINGS, INC.reduced · filed 14 Aug 202642,826$441K-7,319−14.6%
31 Mar 2023 – 30 Jun 2026
242934Mar 23Dec 23Dec 24Sep 25Jun 26

News

No headline names it lately.

Everyone who traded it

Laton Spahr Company insiderOther · last 10 Nov 20254 · 1
Matthew Sutula Company insiderOther · last 27 Dec 20191 · 0
Ernest J. Scalberg Company insiderOther · last 15 Mar 20192 · 1
Marc Peterson Company insiderOther · last 22 Nov 20163 · 0
Patrick Gregory Halter Company insiderOther · last 30 Nov 20151 · 0
James P. McCaughan Company insiderOther · last 24 Oct 20131 · 0

Same industry

No other stock in its industry this week.

Government contracts

No federal award is tied to it.

From its SEC filings

No ratio computed from its SEC filings yet.

Analyst forecasts

No analyst forecasts yet.