Principal Real Estate Income Fund

Principal Real Estate Income Fundverified

PGZ

Price:

$10.12

Market Cap:

$67.74M

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 botto...[Read more]

Industry

Asset Management - Income

IPO Date

2013-06-26

Stock Exchange

NYSE

Ticker

PGZ

The Dividend Yield as of December 2025 (TTM) for Principal Real Estate Income Fund (PGZ) is 12.45%

According to Principal Real Estate Income Fund’s latest financial reports and current stock price. The company's current Dividend Yield is 12.45%. This represents a change of 94.35% compared to the average of 6.41% of the last 4 quarters.

Principal Real Estate Income Fund (PGZ) Historical Dividend Yield (quarterly & annually)

How has PGZ Dividend Yield performed in the past?

The mean historical Dividend Yield of Principal Real Estate Income Fund over the last ten years is 10.21%. The current 12.45% Dividend Yield has changed 21.97% with respect to the historical average. Over the past ten years (40 quarters), PGZ's Dividend Yield was at its highest in in the October 2023 quarter at 7.23%. The Dividend Yield was at its lowest in in the April 2018 quarter at 0%.

Quarterly (TTM)
Annual

Average

10.21%

Median

10.56%

Minimum

6.17%

Maximum

14.49%

Principal Real Estate Income Fund (PGZ) Dividend Yield by Quarter and Year

Discovering the peaks and valleys of Principal Real Estate Income Fund Dividend Yield, unveiling quarterly and yearly fluctuations to gain insights into the company’s financial performance and market dynamics, offering valuable data for investors and analysts alike.

Maximum Annual Increase = 126.35%

Maximum Annual Dividend Yield = 14.49%

Minimum Annual Increase = -54.51%

Minimum Annual Dividend Yield = 6.17%

Quarterly (TTM)
Annual
YearDividend YieldChange
202411.78%-18.72%
202314.49%30.29%
202211.12%75.08%
20216.35%-54.51%
202013.96%126.35%
20196.17%-20.95%
20187.80%-21.95%

Principal Real Estate Income Fund (PGZ) Average Dividend Yield

How has PGZ Dividend Yield performed in the past?

The current Dividend Yield of Principal Real Estate Income Fund (PGZ) is less than than its 3-year, less than than its 5-year, and less than than its 10-year historical averages

3-year avg

12.46%

5-year avg

11.54%

10-year avg

10.21%

Principal Real Estate Income Fund (PGZ) Dividend Yield vs. Peers

How is PGZ’s Dividend Yield compared to its peers?

Principal Real Estate Income Fund’s Dividend Yield is less than The European Equity Fund, Inc. (1.59%), less than Nuveen Minnesota Quality Municipal Income Fund (7.22%), less than Voya Asia Pacific High Dividend Equity Income Fund (10.68%), less than Clough Global Dividend and Income Fund (10.30%), less than ProFunds Consumer Services Ultra Sector Fund (0%), less than Destra Multi-Alternative Fund (12.09%), less than Nuveen Multi-Market Income Fund (5.69%), less than Chesapeake Growth Fund (0%), less than T. Rowe Price Target Retirement 2010 Fund (3.49%), less than Rational Dynamic Brands Fund (0%),

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Frequently asked questions❓

What is the Dividend Yield?

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What is Principal Real Estate Income Fund's Dividend Yield?

How is the Dividend Yield calculated for Principal Real Estate Income Fund (PGZ)?

What is the highest Dividend Yield for Principal Real Estate Income Fund (PGZ)?

What is the 3-year average Dividend Yield for Principal Real Estate Income Fund (PGZ)?

What is the 5-year average Dividend Yield for Principal Real Estate Income Fund (PGZ)?

How does the current Dividend Yield for Principal Real Estate Income Fund (PGZ) compare to its historical average?