PGZ on NYSE

Principal Real Estate Income Fund

Fund registered in the United States, based in Denver, active since 2012. Summary from the record

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Last updated Oct 19, 2026.

Overview

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TickerPGZ on NYSE²
HeadquartersDenver, United States²
Incorporated inDE³
Business address1290 Broadway, Suite 1100, Denver, Co 80203³
Legal formFUND²
Kind of organizationFund²
LEI549300HK3LIJEGLGMK36²
StatusActive²
LEI statusIssued and current²
Registered addressC/O THE CORPORATION TRUST COMPANY, 19801 Wilmington, United States²
Registered withSecurities and Exchange Commission, 0001557523²

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Leadership

Who has led Principal Real Estate Income Fund, and when. Pick a name to see everywhere that person has worked.

Board members and other officers (14)

Assistant TreasurerMichael Herrera Sep 19, 2024 to now⁴
TreasurerRobert Douglas McClure Aug 24, 2021 to Aug 24, 2021⁵
SecretaryBrendan Hamill Sep 17, 2021 to Sep 17, 2021⁶
TreasurerErich Rettinger Dec 14, 2021 to Dec 14, 2021⁷
TreasurerJill Kerschen Sep 11, 2019 to Sep 11, 2019⁸
Assistant SecretaryJennifer Craig Sep 12, 2019 to Sep 12, 2019⁹
Assistant SecretaryAbigail J. Murray Sep 22, 2016 to Sep 22, 2016¹⁰
Assistant TreasurerAndrew P. Meloni Sep 22, 2016 to Sep 22, 2016¹¹
SecretaryDavid T. Buhler Jun 26, 2015 to Jun 26, 2015¹²
SecretaryErin Elizabeth Douglas Mar 20, 2014 to Jun 26, 2015¹³
SecretaryJennifer T. Welsh Jun 11, 2013 to Mar 20, 2014¹⁴
Chief Compliance OfficerLucas D. Foss Jun 11, 2013 to Jun 26, 2015¹⁵
TreasurerPatrick D. Buchanan Jun 11, 2013 to Jun 11, 2013¹⁶
Board memberEdmund J. Burke Aug 7, 2015 to Aug 7, 2015¹⁷

Former names

Principal Commercial Mortgage Backed Securities Income FundSep 7, 2012 to Mar 20, 2013³

Timeline

Aug 31, 2012Founded Principal Real Estate Income Fund is founded²

Filings

103 filings to the SEC since October 2021: 2 major events, 15 insider forms, 19 large holders, 67 other. The latest 20:

The 103 filings since October 2021 can be filtered by form type and year here when JavaScript is on.

Every filing from the last five years, summarized. The full record is on SEC EDGAR.

Insider trades

4 open-market trades by officers, directors and large owners since October 2021: 3 buys and 1 sales. Grants, option exercises and gifts are left out.

Date	Who	Trade	Shares	Price	Value	Filing
Nov 10, 2025	Spahr Laton	Buy	10,000	$10.35	$103.5K	Form 4
Jul 18, 2023	Spahr Laton	Buy	10,000	$9.71	$97.1K	Form 4
Jul 6, 2023	Spahr Laton	Buy	15,627	$9.50	$148.5K	Form 4
Dec 27, 2022	Spahr Laton	Sale	2,000	$10.31	$20.6K	Form 4

From Forms 4 filed with the SEC.

Major holders

Investors who own more than 5% of the shares must tell the SEC: a 13D if they may seek to influence the company, a 13G if they hold passively.

Bulldog Investors, LLPSCHEDULE 13D/A, 5 filings Oct 16, 2023 to Aug 12, 2025¹⁸
Saba Capital Management, L.P.SCHEDULE 13D/A, 8 filings Dec 30, 2021 to Jul 14, 2025¹⁹
FIRST TRUST PORTFOLIOS LPSC 13G/A, 3 filings Feb 2, 2022 to Aug 2, 2024²⁰
Morgan StanleySC 13G/A, 3 filings Feb 10, 2022 to Feb 9, 2024²¹

Held by these funds

The largest holders among investment managers' 13F reports for the quarter ending Jun 30, 2026, the top 25 of 31. Change is in shares since the quarter before.

Fund	Shares	Value	Share of the fund	Change
Morgan Stanley	489,242	$5.0M	0.0%	+46,094
Riverbridge Partners LLC	204,139	$2.1M	0.1%	+1,871
Advisors Asset Management, Inc.	173,375	$1.8M	0.0%	−624
Guggenheim Capital LLC	128,189	$1.3M	0.0%	+8,437
Lido Advisors, LLC	116,120	$1.2M	0.0%	+103,700
J.w. Cole Advisors, Inc.	115,141	$1.2M	0.0%	New
Closed-End Fund Advisors, Inc.	82,825	$852.3K	0.8%	+1,091
Raymond James Financial Inc	74,647	$768.1K	0.0%	+14,041
Evolve Private Wealth, LLC	65,743	$676.5K	0.0%	−5,144
Osaic Holdings, Inc.	42,826	$440.7K	0.0%	−7,319
NWF Advisory Services Inc.	40,200	$413.7K	0.0%	−8,000
First Trust Advisors LP	37,025	$381.0K	0.0%	+782
Robinson Capital Management, LLC	26,088	$268.4K	0.1%	No change
Wells Fargo & Company/mn	22,500	$231.5K	0.0%	+9,988
Cetera Investment Advisers	22,488	$231.4K	0.0%	+1,665
LPL Financial LLC	21,433	$220.5K	0.0%	+2,584
SeaCrest Wealth Management, LLC	19,690	$202.6K	0.0%	+1,134
Clear Creek Financial Management, LLC	18,475	$190.1K	0.0%	No change
Commonwealth Equity Services, LLC	14,500	$149.2K	0.0%	No change
Private Advisor Group, LLC	12,950	$133.3K	0.0%	No change
Shaker Financial Services, LLC	11,146	$114.7K	0.0%	−31,480
Blue Bell Private Wealth Management, LLC	6,099	$62.8K	0.0%	No change
Investors Research Corp	2,500	$25.7K	0.0%	No change
UBS Group AG	1,509	$15.5K	0.0%	−409
KERR FINANCIAL PLANNING Corp	1,451	$14.9K	0.0%	+30

13F reports cover disclosed long positions in U.S. stocks only.

Sources

The numbers on this page point here. Each one links to the record it came from.

1
SEC EDGARPrincipal Real Estate Income Fund filings on SEC EDGAR
2
GLEIFPrincipal Real Estate Income Fund LEI record (549300HK3LIJEGLGMK36)
3
SEC EDGARPrincipal Real Estate Income Fund filings on SEC EDGAR
4
SEC EDGARMichael Herrera, Assistant Treasurer
5
SEC EDGARRobert Douglas McClure, Treasurer
6
SEC EDGARBrendan Hamill, Secretary
7
SEC EDGARErich Rettinger, Treasurer
8
SEC EDGARJill Kerschen, Treasurer
9
SEC EDGARJennifer Craig, Assistant Secretary
10
SEC EDGARAbigail J. Murray, Assistant Secretary
11
SEC EDGARAndrew P. Meloni, Assistant Treasurer
12
SEC EDGARDavid T. Buhler, Secretary
13
SEC EDGARErin Elizabeth Douglas, Secretary
14
SEC EDGARJennifer T. Welsh, Secretary
15
SEC EDGARLucas D. Foss, Chief Compliance Officer
16
SEC EDGARPatrick D. Buchanan, Treasurer
17
SEC EDGAREdmund J. Burke, Board member
18
SEC EDGARBulldog Investors, LLP SCHEDULE 13D/A on Principal Real Estate Income Fund
19
SEC EDGARSaba Capital Management, L.P. SCHEDULE 13D/A on Principal Real Estate Income Fund
20
SEC EDGARFIRST TRUST PORTFOLIOS LP SC 13G/A on Principal Real Estate Income Fund
21
SEC EDGARMorgan Stanley SC 13G/A on Principal Real Estate Income Fund