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Principal Real Estate Income Fund (PGZ)

Financial Services | Asset Management | Denver, United States | NYSE
10.38 USD +0.01 (0.097%) ⇧ (April 17, 2026, 3:44 p.m. EDT)

Short-term: ★★★☆☆ | Long-term: ★★☆☆☆ | Dividends: ★★★☆☆
Hot Take | April 11, 2026, 1:13 p.m. EDT

PGZ has shown a relatively stable dividend yield of 12.35%, with consistent monthly distributions of $0.105 per share, which suggests a reliable income stream. However, the payout ratio of 1.6364 indicates that the fund is paying out more than its earnings, which may raise concerns about sustainability. The recent price history shows a range between $9.32 and $10.68, with the current price at $10.18, slightly below the 50-day average. The short-term forecasting model predicts a modest upward trend of 0.82%, but the high H-Stat and low Ljung-Box p-value suggest potential volatility. For short-term traders, the recent price fluctuations may present opportunities for momentum trading or buying dips. Long-term investors should be cautious due to the high payout ratio and the potential for dividend sustainability issues. Overall, the fund appears to be a moderate option for income-focused investors but carries some risk.

Model Selection — Backtest MAE (log-scale, lower is better)
ModelMAE
MSTL ✓0.023698
AutoARIMA0.023727
AutoETS0.023765
AutoTheta0.024381

Forecast horizon: 45 days | Selected: MSTL

Forecast Reliability
Score 60%
H-stat 1.96
Ljung-Box p 0.000
Jarque-Bera p 0.247
Excess Kurtosis -0.45
Attribute Value
Sector Financial Services
Ex Dividend Date 2026-05-13
Last Dividend Date 2026-04-15
Market Cap 69,485,536
Trailing P/E 13.48
Website https://www.principalcef.com

Dividend Data

Yield Summary
Last Yield 1yr Yield 3yr Avg 5yr Avg
1.01% 12.97% 15.10% 14.77%
Dividend History
Date Dividend Yield %
2026-04-16 0.105 1.012536
2026-03-17 0.105 1.054403
2026-02-12 0.105 1.026763
2026-01-15 0.105 1.063613
2025-12-16 0.105 1.107251
2025-11-07 0.105 1.076450
2025-10-17 0.105 1.074902
2025-09-16 0.105 1.079546
2025-08-15 0.105 1.107332
2025-07-17 0.105 1.104584
2025-06-13 0.105 1.107229
2025-05-15 0.105 1.152350
2025-04-15 0.105 1.188824
2025-03-17 0.105 1.154029
2025-02-13 0.105 1.167990
2025-01-16 0.105 1.189111
2024-12-16 0.105 1.194466
2024-11-08 0.105 1.165919
2024-10-17 0.105 1.159001
2024-09-16 0.105 1.137704
2024-08-16 0.105 1.218141
2024-07-17 0.105 1.232482
2024-06-13 0.105 1.300311
2024-05-15 0.105 1.299720
2024-04-15 0.105 1.373982
2024-03-13 0.105 1.300511
2024-02-13 0.105 1.358059
2024-01-16 0.105 1.446760
2023-12-13 0.105 1.505090
2023-11-15 0.105 1.544082
2023-10-16 0.105 1.589878
2023-09-14 0.105 1.548443
2023-08-16 0.105 1.559250
2023-07-17 0.105 1.533894
2023-06-15 0.105 1.576686
2023-05-15 0.105 1.591022
2023-04-13 0.105 1.618852
2023-03-16 0.105 1.586234
2023-02-09 0.105 1.387992
2023-01-12 0.105 1.418553
2022-12-14 0.105 1.441066
2022-11-14 0.105 1.463945
2022-10-13 0.105 1.479352
2022-09-15 0.105 1.328527
2022-08-16 0.105 1.194299
2022-07-14 0.105 1.306355
2022-06-15 0.105 1.336135
2022-05-12 0.105 1.283726
2022-04-13 0.100 1.064838
2022-03-16 0.100 1.103131
2022-02-10 0.100 1.079997
2022-01-13 0.088 0.925371
2021-12-15 0.088 0.977161
2021-11-10 0.088 0.951174
2021-10-14 0.085 0.927502
2021-09-15 0.085 0.918400
2021-08-16 0.085 0.942038
2021-07-15 0.083 0.920156
2021-06-15 0.083 0.903464
2021-05-13 0.083 0.986908
2021-04-15 0.080 0.980967
2021-03-16 0.080 1.032336
2021-02-10 0.080 1.080716
2021-01-14 0.080 1.144613
2020-12-16 0.080 1.177790
2020-11-12 0.080 1.310278
2020-10-15 0.110 1.853868
2020-09-15 0.110 1.723172
2020-08-13 0.110 1.720288
2020-07-16 0.110 1.700149
2020-06-15 0.110 1.663084
2020-05-14 0.110 1.848889
2020-04-15 0.110 1.649816
2020-03-16 0.110 1.569042
2020-02-13 0.110 0.991081
2020-01-15 0.110 1.006462
2019-12-16 0.110 1.031070
2019-11-14 0.110 1.030998
2019-10-11 0.110 1.070570
2019-09-16 0.110 1.103975
2019-08-14 0.110 1.145856
2019-07-16 0.110 1.151674
2019-06-13 0.110 1.168548
2019-05-16 0.110 1.195361
2019-04-17 0.110 1.204302
2019-03-14 0.110 1.252211
2019-02-14 0.110 1.266229
2019-01-17 0.110 1.341028
2018-12-17 0.110 1.403821
2018-11-15 0.110 1.358668
2018-10-16 0.110 1.353851
2018-09-13 0.110 1.317653
2018-08-16 0.110 1.298154
2018-07-16 0.110 1.356577
2018-06-18 0.110 1.371363
2018-05-21 0.110 1.424803
2018-04-12 0.110 1.459982
2018-03-15 0.110 1.458154
2018-02-15 0.110 1.499971
2018-01-11 0.110 1.454233
2017-12-14 0.110 1.456775
2017-11-16 0.110 1.469607
2017-10-12 0.110 1.405181
2017-09-14 0.145 1.895328
2017-08-10 0.145 1.882194
2017-07-13 0.145 1.843407
2017-06-15 0.145 1.873361
2017-05-18 0.145 1.992351
2017-04-12 0.145 2.016065
2017-03-16 0.145 2.116237
2017-02-16 0.145 2.104244
2017-01-12 0.145 2.211790
2016-12-15 0.145 2.269638
2016-11-17 0.145 2.332934
2016-10-13 0.145 2.145666
2016-09-15 0.145 2.121784
2016-08-11 0.145 2.107977
2016-07-14 0.145 2.113408
2016-06-16 0.145 2.112989
2016-05-12 0.145 2.275501
2016-04-14 0.145 2.284287
2016-03-17 0.145 2.394900
2016-02-11 0.145 2.681903
2016-01-14 0.145 2.507862
2015-12-17 0.145 2.463899
2015-11-12 0.145 2.413168
2015-10-15 0.145 2.342901
2015-09-10 0.145 2.419554
2015-08-13 0.145 2.298295
2015-07-16 0.145 2.264264
2015-06-11 0.145 2.122281
2015-05-14 0.145 2.174082
2015-04-09 0.145 2.205079
2015-03-12 0.145 2.234130
2015-02-12 0.145 2.191940
2015-01-15 0.140 2.229944
2014-12-11 0.140 2.209058
2014-11-13 0.140 2.203680
2014-10-16 0.140 2.296406
2014-09-11 0.140 2.227354
2014-08-14 0.140 2.263088
2014-07-17 0.140 2.290172
2014-06-12 0.140 2.270036
2014-05-15 0.140 2.369962
2014-04-10 0.140 2.439240
2014-03-13 0.140 2.524631
2014-02-13 0.140 2.548519
2014-01-16 0.135 2.561025
2013-12-12 0.135 2.666692
2013-11-14 0.135 2.639552
2013-10-17 0.135 2.624740
2013-09-12 0.135 2.698139
2013-08-15 0.135 2.390010
Additional Data
dividendRate 1.26
dividendYield 12.15
exDividendDate 2026-05-14
trailingAnnualDividendRate 0.0
trailingAnnualDividendYield 0.0
lastDividendValue 0.105
lastDividendDate 2026-04-16
dividendDate 2019-04-30

Info Dump

Attribute Value
52 Week Change 0.041164637
Address1 1,290 Broadway
Address2 Suite 1000
All Time High 22.01
All Time Low 8.46
Ask 10.44
Ask Size 100
Average Daily Volume10 Day 22,670
Average Daily Volume3 Month 30,703
Average Volume 30,703
Average Volume10Days 22,670
Bid 10.38
Bid Size 2,800
City Denver
Country United States
Crypto Tradeable 0
Currency USD
Current Price 10.3801
Custom Price Alert Confidence HIGH
Date Short Interest 1,774,915,200
Day High 10.45
Day Low 10.35
Dividend Date 1,556,582,400
Dividend Rate 1.26
Dividend Yield 12.15
Ebitda Margins 0.0
Eps Trailing Twelve Months 0.77
Esg Populated 0
Ex Dividend Date 1,778,716,800
Exchange NYQ
Exchange Data Delayed By 0
Exchange Timezone Name America/New_York
Exchange Timezone Short Name EDT
Fax 303 623 7850
Fifty Day Average 10.1362
Fifty Day Average Change 0.2439003
Fifty Day Average Change Percent 0.024062302
Fifty Two Week Change Percent 4.1164637
Fifty Two Week High 10.68
Fifty Two Week High Change -0.29990005
Fifty Two Week High Change Percent -0.028080529
Fifty Two Week Low 9.32
Fifty Two Week Low Change 1.0601006
Fifty Two Week Low Change Percent 0.1137447
Fifty Two Week Range 9.32 - 10.68
First Trade Date Milliseconds 1,372,253,400,000
Five Year Avg Dividend Yield 10.89
Full Exchange Name NYSE
Gmt Off Set Milliseconds -14,400,000
Gross Margins 0.0
Has Pre Post Market Data 1
Held Percent Insiders 0.00032000002
Held Percent Institutions 0.24244
Implied Shares Outstanding 6,694,110
Industry Asset Management
Industry Disp Asset Management
Industry Key asset-management
Language en-US
Last Dividend Date 1,776,297,600
Last Dividend Value 0.105
Long Business Summary 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.
Long Name Principal Real Estate Income Fund
Market us_market
Market Cap 69,485,536
Market State REGULAR
Max Age 86,400
Message Board Id finmb_240359340
Non Diluted Market Cap 69,417,910
Open 10.4
Operating Margins 0.0
Payout Ratio 1.6364
Phone 303 623 2577
Previous Close 10.37
Price Hint 2
Profit Margins 0.0
Quote Source Name Nasdaq Real Time Price
Quote Type EQUITY
Recommendation Key none
Region US
Regular Market Change 0.010100365
Regular Market Change Percent 0.09711983
Regular Market Day High 10.45
Regular Market Day Low 10.35
Regular Market Day Range 10.35 - 10.45
Regular Market Open 10.4
Regular Market Previous Close 10.37
Regular Market Price 10.3801
Regular Market Time 1,776,455,060
Regular Market Volume 32,020
Sand P52 Week Change 0.36506534
Sector Financial Services
Sector Disp Financial Services
Sector Key financial-services
Shares Outstanding 6,694,109
Shares Percent Shares Out 0.0011
Shares Short 7,602
Shares Short Previous Month Date 1,772,150,400
Shares Short Prior Month 15,584
Short Name Principal Real Estate Income Fu
Short Percent Of Float 0.0011
Short Ratio 0.36
Source Interval 15
State CO
Symbol PGZ
Tradeable 0
Trailing Annual Dividend Rate 0.0
Trailing Annual Dividend Yield 0.0
Trailing Eps 0.77
Trailing P E 13.48065
Trailing Peg Ratio None
Triggerable 1
Two Hundred Day Average 10.2655
Two Hundred Day Average Change 0.11460018
Two Hundred Day Average Change Percent 0.011163624
Type Disp Equity
Volume 32,020
Website https://www.principalcef.com
Zip 80,203