Principal Real Estate Income Fund (NYSE: PGZ)
Financials · Capital Markets · US
$10.21
-0.63% today · -1.3% 1Y
Principal Real Estate Income Fund (NYSE: PGZ) operates in the Capital Markets industry within the Financials sector. The company is valued at $68.31M.
Over the last twelve months the share price has lost 1.3%, trading between 9.32 and 10.64.
Tweenvest scores Principal Real Estate Income Fund across four factors: dividend 90/100. Its strongest factor is dividend.
PGZ price history
Not enough price history to draw a chart yet.
Key figures
- Market cap
- $68.31M
- Revenue (TTM)
- —
- P/E
- —
- EPS
- —
- Dividend yield
- 12.35%
- Beta (5Y)
- 0.72
- 52-week high
- $10.64
- 52-week low
- $9.32
- Avg volume (3M)
- —
- Shares outstanding
- 6.69M
- Employees
- —
- Next earnings
- —
About Principal Real Estate Income Fund
The Principal Real Estate Income Fund (PGZ) operates as a closed-end, balanced mutual fund, managed by ALPS Advisers, Inc., with Principal Real Estate Investors, LLC acting as co-manager. This fund primarily allocates capital to public equity and fixed-income securities within the United States. Its portfolio specifically targets commercial mortgage-backed securities, real estate investment trusts (REITs), and analogous entities, favoring value-oriented companies. To enhance its investment strategies, the fund employs a variety of financial derivatives, including credit default swaps, interest rate swaps, caps, floors, collars, currency futures and forwards, rate forwards, and interest rate futures. Its investment methodology is rooted in fundamental analysis, integrating both top-down macroeconomic perspectives and bottom-up security selection. This analytical framework assesses factors such as the broader economic outlook, the real estate cycle, core real estate fundamentals, and makes tactical allocation adjustments based on ongoing market valuations, quantitative analysis, and technical indicators. The fund was established on August 31, 2012, and is domiciled in the United States.
- ISIN
- US74255X1046
- Founded
- 2012
- Listed since
- Jun 26, 2013
- Exchange
- New York Stock Exchange
- Currency
- USD
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| State Street SPDR S&P 500 ETF TrustARCA: SPY | $811.28B | $765.91 | +0.32% |
| Invesco QQQ Trust, Series 1NasdaqGM: QQQ | $483.79B | $710.72 | +0.62% |
| Vanguard Index Funds - Vanguard Morningstar Growth ETFARCA: VUG | $377.81B | $87.40 | +0.54% |
| Morgan StanleyNYSE: MS | $340.45B | $217.31 | +0.25% |
| The Goldman Sachs Group, Inc.NYSE: GS | $320.59B | $1,063.80 | +0.46% |
Figures last refreshed Aug 18, 2026.