principal real estate is a real estate company located in 7875 roswell rd # k, atlanta, georgia, united states.
Company profile
Ticker
PGZ
Exchange
Website
CEO
Jeremy D. Held
Employees
Incorporated
Location
Fiscal year end
Former names
Principal Commercial Mortgage Backed Securities Income Fund
SEC CIK
Corporate docs
PGZ stock data
Latest filings (excl ownership)
DEFA14A
Additional proxy soliciting materials
2 Apr 24
DEFA14A
Additional proxy soliciting materials
26 Mar 24
DFAN14A
Additional proxy materials by non-management
22 Mar 24
DEFA14A
Additional proxy soliciting materials
22 Mar 24
DEFA14A
Additional proxy soliciting materials
20 Mar 24
DEFA14A
Additional proxy soliciting materials
18 Mar 24
DEFA14A
Additional proxy soliciting materials
13 Mar 24
8-K
Departure of Directors or Certain Officers
11 Mar 24
DEFA14A
Additional proxy soliciting materials
7 Mar 24
DEFA14A
Additional proxy soliciting materials
23 Feb 24
Latest ownership filings
NPORT-P
Principal Real Estate Income Fund (Jan 2024 report)
28 Mar 24
3
JoEllen Legg
15 Mar 24
SC 13G/A
MORGAN STANLEY
9 Feb 24
SC 13G
FIRST TRUST PORTFOLIOS LP
10 Jan 24
NPORT-P
Principal Real Estate Income Fund (Oct 2023 report)
29 Dec 23
SC 13D/A
Bulldog Investors, LLP
22 Dec 23
5
Ernest J Scalberg
1 Dec 23
5
Kathryn Burns
31 Oct 23
SC 13D/A
Saba Capital Management, L.P.
23 Oct 23
SC 13D/A
Bulldog Investors, LLP
20 Oct 23
Funds
Series | Ticker | %Monthly Return ? | $Assets | #Holdings | As of | ||
---|---|---|---|---|---|---|---|
Principal Real Estate Income Fund | – | -1.60 | -3.65 | -2.63 | 98.39 mm | 124 | Oct 2023 |
Institutional ownership, Q2 2023
31.7% owned by funds/institutions
13F holders | Current |
---|---|
Total holders | 29 |
Opened positions | 7 |
Closed positions | 8 |
Increased positions | 9 |
Reduced positions | 7 |
13F shares | Current |
---|---|
Total value | 18.70 bn |
Total shares | 2.12 mm |
Total puts | 0.00 |
Total calls | 0.00 |
Total put/call ratio | – |
Largest owners | Shares | Value |
---|---|---|
Saba Capital Management | 621.17 k | $5.88 bn |
MS Morgan Stanley | 373.50 k | $3.53 bn |
Relative Value Partners | 155.09 k | $1.47 bn |
First Trust Portfolios | 148.18 k | $2.34 mm |
Bulldog Investors | 141.49 k | $1.34 bn |
Riverbridge Partners | 132.93 k | $1.26 bn |
Advisor | 128.85 k | $1.22 bn |
First Trust Advisors | 77.99 k | $737.74 mm |
WFC Wells Fargo & Co. | 50.49 k | $477.67 mm |
Clough Capital Partners L P | 43.43 k | $410.84 mm |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
18 Jul 23 | Spahr Laton | Common Shares of Beneficial Ownership | Buy | Acquire P | No | No | 9.7072 | 10,000 | 97.07 k | 25,627 |
27 Dec 22 | Spahr Laton | Common Shares of Beneficial Interest | Sell | Dispose S | No | No | 10.3101 | 2,000 | 20.62 k | 0 |