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 |
|---|---|---|
| Oct 21, 2024 | SC 13D/A | [Amend] General statement of acquisition of beneficial ownership |
| Sep 27, 2024 | NPORT-P | Monthly Portfolio Investments Report on Form N-PORT (Public) |
| Sep 13, 2024 | 40-17G | Filing |
| Sep 13, 2024 | SC 13D/A | [Amend] General statement of acquisition of beneficial ownership |
| Sep 10, 2024 | SC 13D/A | [Amend] General statement of acquisition of beneficial ownership |
| Aug 29, 2024 | N-PX | Annual Report of proxy voting record of management investment companies |
| Aug 2, 2024 | SC 13G/A | [Amend] Statement of acquisition of beneficial ownership by individuals |
| Jul 5, 2024 | N-CSRS | Filing |
| Jun 28, 2024 | NPORT-P | Monthly Portfolio Investments Report on Form N-PORT (Public) |
| Apr 2, 2024 | DEFA14A | Additional definitive proxy soliciting materials and Rule 14(a)(12) material |