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PGZ

Principal Real Estate Income Fund
$10.25 -0.12 (-1.16%) At close · Jul 8
Market Cap
$68.58M
Shares
6,694,109

Price & Indicators

20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$10.25 Open$10.30 Day$10.25–10.30 52W$9.32–10.47 Avg vol 30d23K Short int43K · 0.6% float · 1.7d Short vol69% DataJan 2020–Jul 2026
Equibles Rating blended score · not investment advice
Overall
Strong Buy
SellHoldBuy
Technical Buy Momentum Strong Sentiment Neutral Fundamentals Limited Quant / Vol Very Low
Market backdrop VIX 16.9 · calm Equity put/call 0.86
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) 60
neutral
MACD trend Positive
52-week position 81%
mid-range
Volume (OBV) Confirms
volume backs price
Momentum
relative strength
Strong
1-month return +4%
trailing
6-month return +3%
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 Accumulating
1 of 34 funds reported for Jun 30 · net +30 sh shares
Insider flow Flat
No net insider activity over 90 days
Short interest Rising
0.64% of float · ▲ +223.9% MoM · 1.7 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
34 holders — near 3-yr high, broad support
Squeeze score 52
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 1.5%
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.

Up next
FQ3-26 quarter ends
~Jul 31, 2026 Est

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)
60 Neutral
MACD trend
Positive Bullish
52-week position
81% Neutral
Volume (OBV)
Confirms Neutral
Market signals — smart money & positioning
Bullish · 2 of 6
Trend (MA cross) No cross
50d $10 › 200d $10 — 200d above 50d
Institutional flow Accumulating
1 of 34 funds reported for Jun 30 · net +30 sh shares
Insider flow Flat
No net insider activity over 90 days
Short interest Rising
0.64% of float · ▲ +223.9% MoM · 1.7 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 · 81% 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
$68.58M +5.6% 0.6%
BLK
BlackRock, Inc.
$328.75B -5.2% +16.2% 25.4 0.6%
BN
BROOKFIELD Corp /ON/
$95.89B -6.1% 0.6%
BX
Blackstone Inc.
$88.12B -22.1% +9.2% 30.4 2.7%
KKR
KKR & Co. Inc.
$83.77B -26.7% -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 Accumulating
Holders
34
% held
23.3%
Reported
1 of 34
Top holder
MORGAN STANLEY
Held Float
View
Held by Funds
Fund positions
3
View
Short & Settlement
Short Interest Rising
Shares short
42.9K
Days to cover
1.7d
Change
+29.7K sh
View
Short Volume
Short vol %
69%
As of
Jul 8, 2026
Short Total
View
Fails to Deliver
FTD shares
1
Value
$10
As of
May 7, 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 -0.4% +3.6% +3.1% -0.4% +5.6%
SPY -0.2% +0.8% +7.4% -0.2% +9.3%
vs SPY -0.2% +2.8% -4.3% -0.2% -3.7%

Capital returns

Latest dividend
$0.105 / share · ex Jun 15, 2026
Paid (TTM)
$1.26 / share · 12 payouts
Dividend yield (TTM, derived)
12.29%

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) 4 filings 2 filers Visit website