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 1100 Denver, Colorado 80203 United States | |
| Phone | 303-623-2577 |
Stock Details
| Ticker Symbol | PGZ |
| Exchange | NYSE |
| Reporting Currency | USD |
| CIK Code | 0001557523 |
| CUSIP Number | 74255X104 |
| ISIN Number | US74255X1046 |
Latest SEC Filings
| Date | Type | Title |
|---|---|---|
| Apr 2, 2024 | DEFA14A | Additional definitive proxy soliciting materials and Rule 14(a)(12) material |
| Mar 28, 2024 | NPORT-P | Monthly Portfolio Investments Report on Form N-PORT (Public) |
| Mar 26, 2024 | DEFA14A | Additional definitive proxy soliciting materials and Rule 14(a)(12) material |
| Mar 22, 2024 | DFAN14A | Filing |
| Mar 22, 2024 | DEFA14A | Additional definitive proxy soliciting materials and Rule 14(a)(12) material |
| Mar 20, 2024 | DEFA14A | Additional definitive proxy soliciting materials and Rule 14(a)(12) material |
| Mar 18, 2024 | DEFA14A | Additional definitive proxy soliciting materials and Rule 14(a)(12) material |
| Mar 13, 2024 | DEFA14A | Additional definitive proxy soliciting materials and Rule 14(a)(12) material |
| Mar 11, 2024 | 8-K | Current Report |
| Mar 7, 2024 | DEFA14A | Additional definitive proxy soliciting materials and Rule 14(a)(12) material |