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Principal Real Estate Income Closed Fund

PGZ

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†’$1,399today

Score Overview

1 Year
Score
Net Growth-76.71%
Net TrendShrank
Net Income Consistencyโ€”
Rev Growth37.33%
Rev TrendGrew
Revenue Consistencyโ€”
5 Years
Score6.7
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

Explore the 2021 public Archive ranking โ†’

Where Principal Real Estate Income Closed Fund has ranked, year by year

Measure
Fundamentals Window

Not enough ranking history to display a chart

This chart needs at least two years of available HDB Score rankings on 10 years of fundamentals. PGZ does not have enough ranked years in the public Archive through 2021.

More recent Archive years are available with Membership. Coverage varies by company and measure.

Net Income x Stock Price

Historical Returns

Historical Returns
PeriodPriceReturn
Last Price2026-10-23
$ 8.71โ€”
1 Year2025-10-23
$ 9.19-5.18%
5 Years2021-10-22
$ 8.591.43%
10 Years2016-10-21
$ 6.2339.92%
All Time2013-06-26
$ 5.4460.20%

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

Fundamental Data

Reported in USD

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
PGZ - Principal Real Estate Income Closed Fund logo

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 6.7 out of 10. How the HDB Score is calculated.

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$149/year ยท Founding price

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