Principal Real Estate Income Fund Share Price & Technical Analysis

PGZ · $9.76 (+0.10%)

Financial Services / Asset Management

AI Score 13 · Bearish

$9.76

+0.10%

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 sto

Price chart

Seasonality

May has 1 positive and 3 negative years (last 5 years shown)

-5% return in May, -1% avg return in past 3 year May month.

-4% return in 2026, -1% avg return in past 3 years.

Swipe sideways to see all months →

JanFebMarAprMayJunJulAugSepOctNovDecYr
260%3%-8%5%-5%-4%
253%4%-1%-2%0%1%-1%1%0%-1%-2%-2%0%
245%3%2%-5%1%2%3%5%2%-4%1%-9%5%
2312%-4%-14%1%-4%1%2%-3%-5%-4%8%1%-10%
22-4%-3%6%-8%-6%-4%2%-2%-17%-4%6%-9%-44%

Monthly return % by calendar month · historical pattern, not a forecast

AI snapshotScore 13/100

Bearish · Downtrend · Weak

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.

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Key metrics

Market cap

$67.07M

P/E ratio

13.01

52W high

$10.64

52W low

$9.32

Volume

14,041

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Frequently asked questions

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