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Principal Real Estate Income Fund

CIK: 0001557523 PGZ Fixed Income
Report date: 2026-03-27
AUM $76M
Expense Ratio
Category Fixed Income
State DE
Fiscal Year End
Inception Date
Manager
Latest Filing 2026-03-27

Holdings

From latest SEC N-PORT filing · US-listed stocks only

20 positions
# Security Name CUSIP Asset Type Weight % Value ($M) Quantity
1 AHR American Healthcare Reit Inc Since 2026-05-10 398182303 Equity (Common)
0.31%
$0.24 5,038
2 BDN Brandywine Realty Trust Since 2026-05-10 105368203 Equity (Common)
0.35%
$0.26 92,727
3 BFS Saul Centers Inc Since 2026-05-10 804395101 Equity (Common)
1.18%
$0.90 28,300
4 BNL Broadstone Net Lease Inc Since 2026-05-10 11135E203 Equity (Common)
1.05%
$0.80 42,989
5 DLR Digital Realty Trust Inc Since 2026-05-10 253868103 Equity (Common)
0.69%
$0.53 3,169
6 DOC Healthpeak Properties Inc Since 2026-05-10 42250P103 Equity (Common)
1.49%
$1.13 65,713
7 EGP Eastgroup Properties Inc Since 2026-05-10 277276101 Equity (Common)
0.48%
$0.36 1,992
8 EQIX Equinix Inc Since 2026-05-10 29444U700 Equity (Common)
2.98%
$2.26 2,757
9 EQR Equity Residential Since 2026-05-10 29476L107 Equity (Common)
1.06%
$0.81 12,969
10 ESS Essex Property Trust Inc Since 2026-05-10 297178105 Equity (Common)
0.67%
$0.51 2,011
11 EXR Extra Space Storage Inc Since 2026-05-10 30225T102 Equity (Common)
1.69%
$1.28 9,309
12 FVR Frontview Reit Inc Since 2026-05-10 35922N100 Equity (Common)
1.09%
$0.83 50,630
13 GLPI Gaming And Leisure Properties Inc Since 2026-05-10 36467J108 Equity (Common)
1.46%
$1.11 24,754
14 NHI National Health Investors Inc Since 2026-05-10 63633D104 Equity (Common)
0.55%
$0.42 5,085
15 REXR Rexford Industrial Realty Inc Since 2026-05-10 76169C100 Equity (Common)
0.94%
$0.71 17,542
16 SBRA Sabra Health Care Reit Inc Since 2026-05-10 78573L106 Equity (Common)
2.60%
$1.97 105,319
17 SUI Sun Communities Inc Since 2026-05-10 866674104 Equity (Common)
0.56%
$0.43 3,353
18 VICI Vici Properties Inc Since 2026-05-10 925652109 Equity (Common)
0.86%
$0.65 23,195
19 VTR Ventas Inc Since 2026-05-10 92276F100 Equity (Common)
1.76%
$1.33 17,170
20 WELL Welltower Inc Since 2026-05-10 95040Q104 Equity (Common)
2.42%
$1.84 9,748