Welcome to our dedicated page for Principal Real Estate Income SEC filings (Ticker: PGZ), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Principal Real Estate Income Fund (PGZ) owns hundreds of commercial real-estate securities spread across four continents, which means its SEC disclosures run deep with portfolio tables, leverage details, and managed-distribution math. If you have ever asked, “Where can I find Principal Real Estate Income Fund’s latest annual report 10-K simplified?” or “How do I track Principal Real Estate Income Fund insider trading Form 4 transactions before the market reacts?”, this page was built for you.
Stock Titan’s AI reads every filing the moment it hits EDGAR, from the fund’s N-CSR annual reports to each 8-K dividend announcement, then explains them in clear language. Complex topics—like shifts in geographic allocation or updates to the payout policy—are summarised so you can grasp them in minutes. You will see:
- Real-time alerts for Principal Real Estate Income Fund Form 4 insider transactions real-time
- Concise digests of each Principal Real Estate Income Fund quarterly earnings report 10-Q filing
- Plain-English notes that make Principal Real Estate Income Fund SEC filings explained simply
Want to compare distribution coverage across periods? Our AI highlights the numbers and trend lines. Need to understand leverage covenants disclosed in an 8-K? We surface the paragraph that matters, delivering Principal Real Estate Income Fund 8-K material events explained without the legalese.
Whether you monitor Principal Real Estate Income Fund executive stock transactions Form 4, evaluate its proxy statement executive compensation, or look for quick earnings report filing analysis, every document is indexed, searchable, and paired with expert commentary. That means less time scrolling and more time acting on insights—because understanding Principal Real Estate Income Fund SEC documents with AI should be straightforward.
Bulldog Investors, LLP and principals Phillip Goldstein and Andrew Dakos amended their Schedule 13D to update ownership in Principal Real Estate Income Fund (PGZ). Bulldog is deemed the beneficial owner of 333,144 shares, representing 4.98% of the 6,694,109 shares reported outstanding, with Mr. Goldstein reported as beneficial owner of 333,261 shares and Mr. Dakos of 333,144 shares.
The filing shows shared voting and dispositive power for these shares and discloses no contracts or arrangements with the issuer. The statement also lists recent sales totaling 37,752 shares over several days at prices roughly between $10.45 and $10.53, and confirms clients are entitled to any dividends or proceeds.
Principal Real Estate Income Fund (PGZ) filed Form NPORT-P for April 2025, reporting key portfolio metrics and risk exposures. The fund had total assets of $109.49 million, liabilities of $32.36 million, and net assets of $77.13 million.
Key financial highlights:
- Bank borrowings of $32 million due within one year
- Three-month performance: Month 1: +5.03%, Month 2: -0.05%, Month 3: -1.01%
- Significant interest rate risk exposure, with a 100bp rate change potentially impacting portfolio value by $1.45 million at 5-year maturity
- Credit spread exposure balanced between investment grade and non-investment grade securities
The fund reported minimal derivatives activity, with only minor equity warrant positions showing unrealized gains/losses. Investment activity excluding derivatives showed net realized gains across all three months, though with volatile unrealized appreciation/depreciation patterns.
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