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PGZ · Principal Real Estate Income Fund

$10.28 -0.19 (-1.81%) At close · Jul 17
Market Cap
$68.82M
Shares
6.69M

Price & Indicators

20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$10.28 Open$10.32 Day$10.28–10.44 52W$9.32–10.48 Avg vol 30d20K Short int49K · 0.7% float · 2.1d Short vol14% DataJan 2020–Jul 2026

Up next

FQ3-26 quarter ends
~Jul 31, 2026 Est

Equibles Rating

blended score · not investment advice
Overall
Buy
SellHoldBuy
Technical Buy Momentum Strong Sentiment Neutral Fundamentals Limited Quant / Vol Very Low
Market backdrop VIX 18.8 · elevated Equity put/call 0.73
Technical
price trend
Buy
50 / 200-day cross No cross
Price vs 200-day avg +1%
above
Price vs 50-day avg +3%
above
RSI (14) 55
neutral
MACD trend Positive
52-week position 83%
mid-range
Volume (OBV) Confirms
volume backs price
Momentum
relative strength
Strong
1-month return +4%
trailing
6-month return +4%
trailing
YTD return +6%
this year
Relative strength −4%
vs S&P · 6-mo
Sentiment
smart money
Neutral
Trend (MA cross) No cross
50d $10 › 200d $10 — 200d above 50d
Institutional flow Distributing
7 of 34 funds reported for Jun 30 · net -42.2K sh shares
Insider flow Flat
No net insider activity over 90 days
Short interest Rising
0.73% of float · ▲ +13.6% MoM · 2.1 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
34 holders — near 3-yr high, broad support
Squeeze score 46
elevated · 0–100
Fundamentals
Limited
Not enough data for a confident read.
Quant / Vol
risk profile
Very Low
Volatility 11%
annualized · 1-yr
Max drawdown −10%
past year
ATR 1.3%
of price · 14-day

Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

Technicals

trend & momentum for long-term holders Buy
0 · 4 · 3
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
+1% Bullish
Price vs 50-day avg
+3% Bullish
RSI (14)
55 Neutral
MACD trend
Positive Bullish
52-week position
83% Neutral
Volume (OBV)
Confirms Neutral
Market signals — smart money & positioning
Bearish · 2 of 6
Trend (MA cross) No cross
50d $10 › 200d $10 — 200d above 50d
Institutional flow Distributing
7 of 34 funds reported for Jun 30 · net -42.2K sh shares
Insider flow Flat
No net insider activity over 90 days
Short interest Rising
0.73% of float · ▲ +13.6% MoM · 2.1 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
34 holders — near 3-yr high, broad support
Price context
position in its 52-week range
52-wk low $9 Now $10 · 83% 52-wk high $10
vs 200-day avg +1% vs 50-day avg +3%

Illustrative technical + ownership context — a signal mix, not investment advice.

Versus peers

Asset Management — same industry group
Open screener →
Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
PGZ
Principal Real Estate Income Fund
this stock
$68.82M +5.9% 0.7%
BLK
BlackRock, Inc.
$349.20B +0.7% +16.2% 27.0 0.6%
BN
BROOKFIELD Corp /ON/
$97.45B -4.6% 0.7%
BX
Blackstone Inc.
$91.94B -16.7% +9.2% 31.7 3.1%
KKR
KKR & Co. Inc.
$90.63B -20.7% -11.0% 1.7%

Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

At a glance

key data from every section
Ownership
Institutional Holders Reducing
Holders
33
% held
22.6%
Reported
7 of 34
Top holder
MORGAN STANLEY
Held Float
View
Held by Funds
Fund positions
3
View
Short & Settlement
Short Interest Rising
Shares short
48.8K
Days to cover
2.1d
Change
+5.8K sh
View
Short Volume
Short vol %
14%
As of
Jul 20, 2026
Short Total
View
Fails to Deliver
FTD shares
132
Value
$1.3K
As of
Jun 30, 2026
View
Off-Exchange
Off-exchange %
74.3%
Week of
May 4, 2026
Off-exch Lit
View
Filings
SEC Filings
Latest
DEF 14A
Filed
Feb 20, 2026
This year
1
View

Performance

5D 20D 120D MTD YTD
PGZ +0.0% +4.2% +4.3% -0.1% +5.9%
SPY -1.5% +0.3% +7.8% -0.5% +9.0%
vs SPY +1.5% +3.8% -3.5% +0.4% -3.1%

Capital returns

Latest dividend
$0.105 / share · ex Jul 17, 2026
Paid (TTM)
$1.26 / share · 12 payouts
Dividend yield (TTM, derived)
12.26%

Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.

Key facts CIK 1557523 CUSIP 74255X104 13F (30d) 6 filings 6 filers Visit website