Principal Real Estate Income Fund PGZ Insider Ownership

NYSE PGZ
$9.06 +0.08 (+0.89%)
At close: Nov 6, 2026 · 4:00 PM EST

Insider Holdings by Owner

35.63K Shares
Laton Spahr35.63K100.0%

Insider Ownership Statistics

as of 30 Sep, 2026
Insider Ownership
—
share count not reported for this filer set
Shares Held by Insiders
35.63K
filed for Sep 2026
■0.00% QoQ
Shares Outstanding
—
not reported
Direct Holdings
35.63K
Indirect: 0
Net Open-Market Trades
0
no open-market trades in Sep 2026
Insiders Holding Shares
1
with Form 4 holdings on file

Shares Owned by Insiders

Shares held % of outstanding
Latest —
Average ownership —
Peak ownership —

Open-Market Insider Trades

Bought Sold
Latest quarter —
Net over range —
Net-buying quarters —

Insider Ownership Summary

Over the past 12 months, Principal Real Estate Income Fund insiders bought $103,490 of stock on the open market (10K shares) and made no open-market sales.

Form 4 Holdings

Insiders Holding PGZ

Insiders 1
Shares held 35.63K
Of outstanding —
# Insider Position Direct Indirect Total Share of Insiders Last Filed
1 Laton Spahr Other 35,627 0 35,627 100.0% 12 Nov, 2025

Each row is that insider’s most recently reported position, from Form 4 filings over the last 60 months — which is why this total does not tie to the quarterly series above, where a quarter counts only the insiders who filed in it. Shares held through a fund or institutional portfolio are counted on the institutional ownership page instead.

Form 4 Filings

12 Insider Transactions

Source SEC Form 4
Latest quarter Sep 2026
Download Data
Date Insider Position Transaction Shares Price Value Shares Held After Ownership
10 Nov, 2025 Laton Spahr Other Acquired P 4,512 $10.36 $46.74K 35,627 Direct
10 Nov, 2025 Laton Spahr Other Acquired P 5,488 $10.34 $56.75K 35,627 Direct
18 Jul, 2023 Laton Spahr Other Acquired P 10,000 $9.71 $97.07K 25,627 Direct
06 Jul, 2023 Laton Spahr Other Acquired P 15,627 $9.50 $148.46K 15,627 Direct
27 Dec, 2022 Laton Spahr Other Disposed S 2,000 $10.31 $20.62K 0 Direct
27 Dec, 2019 Matthew Sutula Other Acquired P 500 $20.60 $10.30K 610 Direct
15 Mar, 2019 Ernest J Scalberg Other Disposed S 560 $18.07 $10.12K 2,264 Direct
30 Nov, 2015 Patrick Gregory Halter Other Acquired P 5,000 $16.70 $83.50K 5,000 Direct
02 Sep, 2014 Ernest J Scalberg Other Acquired P 1,275 $19.66 $25.07K 2,035 Direct
27 Dec, 2013 Ernest J Scalberg Other Acquired P 760 $17.18 $13.06K 760 Direct
24 Oct, 2013 James P Mccaughan Other Acquired P 22,000 $17.95 $394.90K 22,000 Direct
11 Oct, 2013 Marc Peterson Other Acquired P 300 $17.20 $5.16K — Direct