// company-profile
Principal Real Estate Income Fund
PGZExchangeNYSEInc.DEFilings3Insiders1
// api This Principal Real Estate Income Fund insider-trading data is served live by the Form4API insider trading API. Get the same data via API.
// activity-summary
No insider transactions in the last 30 days.
No insider activity recorded for PGZ in the last 90 days.
Institutional Ownership
Top 13F-HR holders of Principal Real Estate Income Fund as of 2026-03-31
Total reported AUM
$15.0M
QoQ change
-8.0%
Reporting period
2026-03-31
#1
MORGAN STANLEY
CIK 895421
$4.3M
443K shares
#2
RIVERBRIDGE PARTNERS LLC
CIK 1112325
$1.9M
202K shares
#3
Advisors Asset Management, Inc.
CIK 1297376
$1.7M
174K shares
Data source: SEC Form 13F-HR filings. Joined with insider activity above — see who's loading up institutionally while insiders are trading. Full 13F-HR API →
Insider Transactions
Sourced from SEC EDGAR Form 4 filings. Updated hourly.
| Date | Insider | Company | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Nov 10, 2025 | Spahr Laton | PGZ | Purchase | 4,512 | $10.36 | $47K |
| Nov 10, 2025 | Spahr Laton | PGZ | Purchase | 5,488 | $10.34 | $57K |
| Jul 18, 2023 | Spahr Laton | PGZ | Purchase | 10,000 | $9.71 | $97K |
| Jul 6, 2023 | Spahr Laton | PGZ | Purchase | 15,627 | $9.50 | $148K |
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