PGZ

PGZ

Principal Real Estate Income Closed Fund

Principal Real Estate Income Fund is a closed-end mutual fund focused on commercial mortgage-backed securities, real estate investment trusts, and related securities. It aims for current income and potential capital appreciation through strategic investments.

๐Ÿ’ฒ Financial Services NYSE Listed 2013 $ USD
$1,000 invested 10 years ago โ†’$1,523today

Score Overview

1 Year
Score
Net Growth-76.71%
Net TrendShrank
Net Income Consistencyโ€”
Rev Growth37.33%
Rev TrendGrew
Revenue Consistencyโ€”
5 Years
Score6.6
Net Growth109.67%
Net Trend60%
Net Income Consistencyโ€”
Rev Growth111.59%
Rev Trend80%
Revenue Consistencyโ€”
All Time
Score
Net Growth-64.32%
Net Trend50%
Net Income Consistency
Rev Growth-59.82%
Rev Trend63%
Revenue Consistency

See the full market ranking โ†’

Principal Real Estate Income Closed Fund fundamental performance

Between 2020 and 2025, revenue went from -$ 52M to $ 6M and net income went from -$ 53M to $ 5M. Revenue increased in 4 of those 5 years; net income in 3.

Across Principal Real Estate Income Closed Fund's full reported history, from 2017 to 2025, revenue declined from $ 15M to $ 6M and net income declined from $ 14M to $ 5M. Revenue increased in 63% of the years measured; net income in 50%.

Principal Real Estate Income Closed Fund currently holds a 5-year HDB Score of 6.6 out of 10. How the HDB Score is calculated.

Net Income x Stock Price

Historical Returns

Historical Returns
PeriodPriceReturn
Last Price2026-08-12
$ 10.20โ€”
1 Year2025-08-12
$ 9.289.95%
5 Years2021-08-12
$ 8.8015.89%
10 Years2016-08-12
$ 6.7052.30%
All Time2013-06-26
$ 5.6281.47%

Prices are split & dividend adjusted. All values are reported in USD.

Fundamental Data

Year
2025$ 6M$ 5M$ 4M
2024$ 4M$ 22M$ 2M
2023-$ 10M-$ 11M$ 3M
2022-$ 24M-$ 25M$ 3M
2021$ 34M$ 33M$ 27.94K
2020-$ 52M-$ 53M$ 6.83K
2019$ 32M$ 32M$ 12.06K
2018$ 10M$ 10M$ 31.97K
2017$ 15M$ 14M$ 560.55K

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