Company Description
Principal Real Estate Income Fund is a closed ended balanced mutual fund launched and managed by ALPS Advisers, Inc. It is co-managed by Principal Real Estate Investors, LLC.
The fund invests in public equity and fixed income markets of the United States. It seeks to invest in commercial mortgage backed securities, real estate investment trusts and REIT-like entities.
The fund invests in value stocks of companies. It uses financial derivatives such as credit default swaps, interest rate swaps, caps, floors and collars, currency futures and forwards, rate forwards, and interest rate futures to invest in securities.
The fund employs fundamental analysis with a combination of top-down and bottom-up stock picking approach while focusing on factors such as macro outlook on the economy, real estate cycle and real estate fundamentals, shorter-term tactical allocation shifts upon a continual assessment of market valuations, quantitative, analysis, and technical indicators to create it portfolio.
Principal Real Estate Income Fund was formed on August 31, 2012 and is domiciled in the United States.
| Country | United States |
| Founded | 2012 |
| Industry | Asset Management |
| Sector | Financials |
Contact Details
Address: 1290 Broadway, Suite 1000 Denver, Colorado 80203 United States | |
| Phone | 303 623 2577 |
| Website | principalcef.com |
Stock Details
| Ticker Symbol | PGZ |
| Exchange | NYSE |
| Reporting Currency | USD |
| CIK Code | 0001557523 |
| CUSIP Number | 74255X104 |
| ISIN Number | US74255X1046 |
Key Executives
| Name | Position |
|---|---|
| Timothy Moody | Chief Executive Officer |
| Andrew Marshall | Chief Financial Officer |
| Jason Mercier | Head of Investor Relations |
Latest SEC Filings
| Date | Type | Title |
|---|---|---|
| Jul 14, 2025 | SCHEDULE 13D/A | Filing |
| Jul 3, 2025 | SCHEDULE 13D/A | Filing |
| Jul 3, 2025 | N-CSRS | Filing |
| Jun 26, 2025 | NPORT-P | Monthly Portfolio Investments Report on Form N-PORT (Public) |
| Mar 27, 2025 | NPORT-P | Monthly Portfolio Investments Report on Form N-PORT (Public) |
| Mar 4, 2025 | DEFR14A | Filing |
| Feb 21, 2025 | DEF 14A | Other definitive proxy statements |
| Jan 14, 2025 | N-CEN | Filing |
| Jan 3, 2025 | N-CSR | Filing |
| Dec 27, 2024 | NPORT-P | Monthly Portfolio Investments Report on Form N-PORT (Public) |