PGZ Principal Real Estate Income Fund Common Shares of Beneficial Interest
PGZ Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
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10-Year Performance Revenue, net income, margins and EPS trends
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
Profitability Gross, operating and net margins; ROE, ROA, ROIC
Financial Health Debt, liquidity, solvency — balance sheet strength
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
Dividends Yield, payout ratio, dividend history, 5Y CAGR
| Ex-date | Amount |
|---|---|
| July 17, 2026 | $0.1050 |
| June 15, 2026 | $0.1050 |
| May 14, 2026 | $0.1050 |
| April 16, 2026 | $0.1050 |
| March 17, 2026 | $0.1050 |
| Feb. 12, 2026 | $0.1050 |
| Jan. 15, 2026 | $0.1050 |
| Dec. 16, 2025 | $0.1050 |
| Nov. 7, 2025 | $0.1050 |
| Oct. 17, 2025 | $0.1050 |
| Sept. 16, 2025 | $0.1050 |
| Aug. 15, 2025 | $0.1050 |
| July 17, 2025 | $0.1050 |
| June 13, 2025 | $0.1050 |
| May 15, 2025 | $0.1050 |
| April 15, 2025 | $0.1050 |
| March 17, 2025 | $0.1050 |
| Feb. 13, 2025 | $0.1050 |
| Jan. 16, 2025 | $0.1050 |
| Dec. 16, 2024 | $0.1050 |
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Institutional owners (13F) 32 filers · $15.0M total · As of June 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 3 (-1 vs prior Q) | 5 (+2 vs prior Q) | 13 (+3 vs prior Q) | 4 (-9 vs prior Q) | +129K |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| MORGAN STANLEY | $5,034,300 | 489,242 | 33.55% | Shares |
| RIVERBRIDGE PARTNERS LLC | $2,100,589 | 204,139 | 14.00% | Shares |
| Lido Advisors, LLC | $1,194,877 | 116,120 | 7.96% | Shares |
| J.W. COLE ADVISORS, INC. | $1,184,797 | 115,141 | 7.89% | Shares |
| Closed-End Fund Advisors, Inc. | $852,270 | 82,825 | 5.68% | Shares |
| RAYMOND JAMES FINANCIAL INC | $768,114 | 74,647 | 5.12% | Shares |
| EVOLVE PRIVATE WEALTH, LLC | $676,495 | 65,743 | 4.51% | Shares |
| OSAIC HOLDINGS, INC. | $435,538 | 42,326 | 2.90% | Shares |
| NWF Advisory Services Inc. | $413,658 | 40,200 | 2.76% | Shares |
| FIRST TRUST ADVISORS LP | $380,986 | 37,025 | 2.54% | Shares |
| ROBINSON CAPITAL MANAGEMENT, LLC | $268,446 | 26,088 | 1.79% | Shares |
| WELLS FARGO & COMPANY/MN | $231,529 | 22,500 | 1.54% | Shares |
| Cetera Investment Advisers | $231,401 | 22,488 | 1.54% | Shares |
| LPL Financial LLC | $220,548 | 21,433 | 1.47% | Shares |
| SeaCrest Wealth Management, LLC | $202,610 | 19,690 | 1.35% | Shares |
| Clear Creek Financial Management, LLC | $190,108 | 18,475 | 1.27% | Shares |
| COMMONWEALTH EQUITY SERVICES, LLC | $149,200 | 14,500 | 0.99% | Shares |
| Private Advisor Group, LLC | $133,257 | 12,950 | 0.89% | Shares |
| Shaker Financial Services, LLC | $114,693 | 11,146 | 0.76% | Shares |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $62,759 | 6,099 | 0.42% | Shares |
| GUGGENHEIM CAPITAL LLC | $46,665 | 4,535 | 0.31% | Shares |
| Investors Research Corp | $24,025 | 2,500 | 0.16% | Shares |
| MERCER GLOBAL ADVISORS INC /ADV | $18,110 | 1,760 | 0.12% | Shares |
| UBS Group AG | $15,528 | 1,509 | 0.10% | Shares |
| KERR FINANCIAL PLANNING Corp | $14,931 | 1,451 | 0.10% | Shares |
| Glass Jacobson Investment Advisors llc | $14,612 | 1,420 | 0.10% | Shares |
| TD Waterhouse Canada Inc. | $10,270 | 1,000 | 0.07% | Shares |
| Thomas J. Herzfeld Advisors, Inc. | $9,343 | 908 | 0.06% | Shares |
| HIGHLINE WEALTH PARTNERS LLC | $5,145 | 500 | 0.03% | Shares |
| Integrated Wealth Concepts LLC | $2,233 | 217 | 0.01% | Shares |
| FIFTH THIRD BANCORP | $247 | 24 | 0.00% | Shares |
| COMERICA BANK | $240 | 24 | 0.00% | Shares |
Activists & 5%+ owners 2 positions
Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.
| Filer | Filed | Stake | Status | Purpose | Filing |
|---|---|---|---|---|---|
| Bulldog Investors, LLP, Phillip Goldstein, Andrew Dakos ×5 filings | Aug. 12, 2025 | 4.98% | Amendment | — | SEC |
| Saba Capital Management, L.P., Boaz R. Weinstein, Saba Capital Management GP, LLC ×6 filings | July 14, 2025 | 4.75% | Amendment | — | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.