How many institutions own PGZ stock?

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own PGZ shares is 31, representing 26.34% of the company's common stock.

Who are the major shareholders selling Principal Real Estate Income Fund stock?

BULLDOG INVESTORS, LLP, in the last quarter, reduced its stake in PGZ by -48.84% restricting it's holding to 189.74 thousand shares of worth nearly $1.98M. MARSHALL & STERLING WEALTH ADVISORS INC. also lessened -100% of the PGZ shares from its portfolio, reducing its holding to 0 shares of worth -. S.A. MASON LLC also shunned PGZ shares holding by -100% last quarter which brought its holding to 0 shares worth -.

Investors who are buying PGZ stock?

As per its latest 13F filing, WELLS FARGO & COMPANY/MN increased its stake in PGZ by 100% in the last quarter. The institutional holder raised its holding to 2 shares having worth more than $16.00. HIGHLINE WEALTH PARTNERS LLC also added 100% more shares of PGZ to its portfolio, raising its holding to 500 shares of worth $5.23K. ADVISORY SERVICES NETWORK, LLC also increased its PGZ shares holding by 100% which brought its holding to 1.29 thousand shares worth $13.51K.

PGZ's major insiders: who are they?

The insider with the most stakes in PGZ is Spahr Laton , President of the Advisor at the company. Additionally, PGZ stock is highly held by MCCAUGHAN JAMES P and Halter Patrick Gregory among others.

Did an insider recently sell PGZ stock?

Company executives, directors, and other insiders own 0.03% percent of Principal Real Estate Income Fund's stock. Within the last six months, there have been 0 transaction(s) in which PGZ insiders have sold stock, totaling 0 shares. Insiders that have sold shares include SPAHR LATON and SCALBERG ERNEST J.

Which insider recently purchased PGZ stock?

There have been 1 transaction(s) during the past 6-months in which Principal Real Estate Income Fund insiders have bought stock, totalling 5488 shares

How much of PGZ does insiders own?

Around 35.63K Principal Real Estate Income Fund shares are held by insiders, which represents about 0.03% of PGZ stock.

Who is the insider with the largest stake?

PGZ President of the Advisor, Spahr Laton holds the largest portfolio of the company's shares. PGZ shares owned by Spahr total nearly 35.63 thousand.

Which institution holds the most shares in PGZ?

BULLDOG INVESTORS, LLP is the largest institutional owner in PGZ which holds 189.74 thousand shares worth $1.98M or 2.83% of the total PGZ shares outstanding followed by MARSHALL & STERLING WEALTH ADVISORS INC. with ownership of 0 shares representing 0% of the PGZ ownership. S.A. MASON LLC is the third largest stakeholder with 0 shares or 0% of the ownership worth more than -.

Is Principal Real Estate Income Fund stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the PGZ is concerned, it is a stock which is not optionable.

Is there a short position on PGZ's shares?

Number of PGZ shares short is null. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

About how many outstanding PGZ shares are there?

As of today, null shares of PGZ are outstanding.

Is there many float in PGZ stock?

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, PGZ has null shares in float.

PGZ short ratio: what is it?

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for PGZ is null.

Principal Real Estate Income Fund (PGZ) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableYes

OptionableNo

Short Percent Of Outstanding SharesN/A

Short Percent Of FloatN/A

Shares OutstandingN/A

Shares FloatN/A

Shares ShortN/A

Short RatioN/A

N/A

Short % of Float

N/A

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

0.03% Percentage of Shares held by All Insiders

26.34% Percentage of Shares held by All Institutions

26.35% Percentage of Float held by Institutions

Number of Institutions Holding Shares

Institutional Ownership

About 26.34% of PGZ shares are held by financial institutions. BULLDOG INVESTORS, LLP is the top corporate investor, holding 189.74K shares valued at $1.98M. A 2.83% stake in Principal Real Estate Income Fund is owned by the company. MARSHALL & STERLING WEALTH ADVISORS INC. owns 0 shares valued at -, which translates its holding of 0% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Sep 30, 2025	BULLDOG INVESTORS, LLP	2.83%	189.74K	1.98M	-181.16K	-48.84%
Sep 30, 2025	MARSHALL & STERLING WEALTH ADVISORS INC.	0%	0	-	-115	-100.00%
Sep 30, 2025	S.A. MASON LLC	0%	0	-	-1.04K	-100.00%
Sep 30, 2025	KOZAK & ASSOCIATES, INC.	0%	1	6	-975	-99.90%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0%	2	16	2	+100.00%
Sep 30, 2025	HIGHLINE WEALTH PARTNERS LLC	0.01%	500	5.23K	500	+100.00%
Sep 30, 2025	ADVISORY SERVICES NETWORK, LLC	0.02%	1.29K	13.51K	1.29K	+100.00%
Sep 30, 2025		0.02%	1.35K	13.78K	1.35K	+100.00%
Sep 30, 2025	GLASS JACOBSON INVESTMENT ADVISORS LLC	0.02%	1.42K	14.85K	0	0
Sep 30, 2025	CX INSTITUTIONAL	0.02%	1.45K	15K	1.45K	+100.00%
Sep 30, 2025	INVESTORS RESEARCH CORP	0.04%	2.5K	26.15K	0	0
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.22%	14.81K	155K	14.81K	+100.00%
Sep 30, 2025	GREAT VALLEY ADVISOR GROUP, INC.	0.24%	16K	167.36K	0	0
Sep 30, 2025	SEACREST WEALTH MANAGEMENT, LLC	0.29%	19.43K	202.11K	299	+1.56%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.35%	23.21K	242.79K	55	+0.24%
Sep 30, 2025	FIRST TRUST ADVISORS LP	0.54%	35.83K	374.76K	1.12K	+3.22%
Sep 30, 2025	ADVISORS ASSET MANAGEMENT, INC.	2.26%	151.37K	1.58M	151.37K	+100.00%
Sep 30, 2025	TD WATERHOUSE CANADA INC.	0.01%	1K	10.46K	0	0
Sep 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.25%	16.48K	172.42K	4.79K	+40.90%
Sep 30, 2025	CLEAR CREEK FINANCIAL MANAGEMENT, LLC	0.27%	17.83K	186.45K	950	+5.63%
Sep 30, 2025	RFG ADVISORY, LLC	0.28%	18.47K	193.24K	400	+2.21%
Sep 30, 2025	UHLMANN PRICE SECURITIES, LLC	0.19%	12.97K	135.7K	370	+2.94%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.21%	14.23K	148.79K	0	0
Sep 30, 2025	NWF ADVISORY SERVICES INC.	0.72%	48K	502.08K	3.5K	+7.87%
Sep 30, 2025	SHAKER FINANCIAL SERVICES, LLC	0.2%	13.63K	142.56K	13.63K	+100.00%
Sep 30, 2025	J.W. COLE ADVISORS, INC.	1.68%	112.13K	1.17M	13.68K	+13.89%
Sep 30, 2025	UBS GROUP AG	0.04%	2.91K	30.39K	-23.16K	-88.86%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.73%	49.06K	513.19K	5.27K	+12.02%
Sep 30, 2025	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	0.09%	5.9K	61.68K	0	0
Sep 30, 2025	RIVERBRIDGE PARTNERS LLC	2.17%	144.97K	1.52M	3.6K	+2.55%
Sep 30, 2025	MORGAN STANLEY	6.24%	417.88K	4.37M	16.7K	+4.16%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.89%	59.82K	628.68K	3.23K	+5.70%
Sep 30, 2025	LPL FINANCIAL LLC	0.21%	13.76K	143.91K	13.76K	+100.00%
Sep 30, 2025	ROBINSON CAPITAL MANAGEMENT, LLC	0.69%	46.09K	482.08K	0	0
Sep 30, 2025	SABA CAPITAL MANAGEMENT, L.P.	1.98%	132.45K	1.39M	-229.25K	-63.38%
Jun 30, 2025	UBS GROUP AG	0.39%	26.07K	274.25K	-2.05K	-7.27%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.65%	43.8K	460.75K	19.1K	+77.30%
Jun 30, 2025	FIRST TRUST ADVISORS LP	0.52%	34.71K	365.15K	-146	-0.42%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.35%	23.16K	243.61K	54	+0.23%
Jun 30, 2025	RFG ADVISORY, LLC	0.27%	18.07K	190.14K	2.6K	+16.80%
Jun 30, 2025	CLEAR CREEK FINANCIAL MANAGEMENT, LLC	0.25%	16.88K	177.53K	0	0
Jun 30, 2025	GREAT VALLEY ADVISOR GROUP, INC.	0.24%	16K	168.32K	0	0
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.21%	14.23K	149.65K	-1.02K	-6.66%
Jun 30, 2025	UHLMANN PRICE SECURITIES, LLC	0.19%	12.6K	132.55K	-1.23K	-8.87%
Jun 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.17%	11.7K	123.07K	11.7K	+100.00%
Jun 30, 2025	WOLVERINE ASSET MANAGEMENT LLC	0%	0	-	-7.65K	-100.00%
Jun 30, 2025	CORECAP ADVISORS, LLC	0%	0	-	-1.2K	-100.00%
Jun 30, 2025	SEACREST WEALTH MANAGEMENT, LLC	0.29%	19.13K	201.26K	-475	-2.42%
Jun 30, 2025	KOZAK & ASSOCIATES, INC.	0.01%	976	10.2K	976	+100.00%
Jun 30, 2025		0%	115	1.2K	4	+3.60%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0%	0	-	-1	-100.00%
Jun 30, 2025	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	0.09%	5.9K	62.04K	-147	-2.43%
Jun 30, 2025	INVESTORS RESEARCH CORP	0.04%	2.5K	26.3K	0	0
Jun 30, 2025	GLASS JACOBSON INVESTMENT ADVISORS LLC	0.02%	1.42K	14.94K	5	+0.35%
Jun 30, 2025	TD WATERHOUSE CANADA INC.	0.01%	1K	10.5K	0	0
Jun 30, 2025	MORGAN STANLEY	5.99%	401.19K	4.22M	-21.7K	-5.13%
Jun 30, 2025	BULLDOG INVESTORS, LLP	5.54%	370.9K	3.9M	1.5K	+0.41%
Jun 30, 2025	SABA CAPITAL MANAGEMENT, L.P.	5.4%	361.7K	3.81M	-62.52K	-14.74%
Jun 30, 2025	RIVERBRIDGE PARTNERS LLC	2.11%	141.37K	1.49M	5.31K	+3.91%
Jun 30, 2025	J.W. COLE ADVISORS, INC.	1.47%	98.45K	1.04M	3.16K	+3.32%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.85%	56.59K	595.36K	-2.3K	-3.91%
Jun 30, 2025	ROBINSON CAPITAL MANAGEMENT, LLC	0.69%	46.09K	484.85K	80	+0.17%
Jun 30, 2025	S.A. MASON LLC	0.02%	1.04K	10.95K	31	+3.07%
Jun 30, 2025	MARSHALL & STERLING WEALTH ADVISORS INC.	0%	115	1.2K	4	+3.60%
Jun 30, 2025	NWF ADVISORY SERVICES INC.	0.66%	44.5K	468.14K	0	0
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.35%	23.1K	243.26K	3.25K	+16.39%
Mar 31, 2025	INTELLECTUS PARTNERS, LLC	0%	0	-	-10.23K	-100.00%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0%	0	-	-12.12K	-100.00%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0%	1	14	-271	-99.63%
Mar 31, 2025	INVESTORS RESEARCH CORP	0.04%	2.5K	26.33K	0	0
Mar 31, 2025	GLASS JACOBSON INVESTMENT ADVISORS LLC	0.02%	1.42K	13.98K	0	0
Mar 31, 2025		0%	111	1.17K	3	+2.78%
Mar 31, 2025	MORGAN STANLEY	6.32%	422.88K	4.45M	-19.88K	-4.49%
Mar 31, 2025	RFG ADVISORY, LLC	0.23%	15.47K	162.94K	15.47K	+100.00%
Mar 31, 2025	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	0.09%	6.04K	63.64K	-100	-1.63%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.88%	58.9K	620.16K	-2.05K	-3.36%
Mar 31, 2025	UHLMANN PRICE SECURITIES, LLC	0.21%	13.83K	145.59K	407	+3.03%
Mar 31, 2025	SABA CAPITAL MANAGEMENT, L.P.	6.34%	424.22K	4.47M	22.46K	+5.59%
Mar 31, 2025	RIVERBRIDGE PARTNERS LLC	2.03%	136.06K	1.43M	12.48K	+10.10%
Mar 31, 2025	SEACREST WEALTH MANAGEMENT, LLC	0.29%	19.61K	206.45K	-4.34K	-18.12%
Mar 31, 2025	CLEAR CREEK FINANCIAL MANAGEMENT, LLC	0.25%	16.88K	177.69K	16.88K	+100.00%
Mar 31, 2025	GREAT VALLEY ADVISOR GROUP, INC.	0.24%	16K	168.48K	0	0
Mar 31, 2025	BANK OF MONTREAL /CAN/	0%	0	-	-15K	-100.00%
Mar 31, 2025	BULLDOG INVESTORS, LLP	5.52%	369.4K	3.89M	0	0
Mar 31, 2025	J.W. COLE ADVISORS, INC.	1.42%	95.29K	1M	20.34K	+27.13%
Mar 31, 2025	ROBINSON CAPITAL MANAGEMENT, LLC	0.69%	46.01K	484.46K	0	0
Mar 31, 2025	FIRST TRUST ADVISORS LP	0.52%	34.86K	367.03K	-3.47K	-9.04%
Mar 31, 2025	UBS GROUP AG	0.42%	28.11K	296.04K	13.48K	+92.17%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.37%	24.7K	260.11K	-9.35K	-27.46%
Mar 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.23%	15.24K	160.48K	-1.7K	-10.04%
Mar 31, 2025	WOLVERINE ASSET MANAGEMENT LLC	0.11%	7.65K	80.54K	-48.69K	-86.42%
Mar 31, 2025	S.A. MASON LLC	0.02%	1.01K	10.64K	1.01K	+100.00%
Mar 31, 2025	SHAKER FINANCIAL SERVICES, LLC	0%	0	-	-52.04K	-100.00%
Mar 31, 2025	TD WATERHOUSE CANADA INC.	0.01%	1K	10.54K	0	0
Mar 31, 2025	CORECAP ADVISORS, LLC	0.02%	1.2K	12.64K	1.2K	+100.00%
Mar 31, 2024	SEACREST WEALTH MANAGEMENT, LLC	0.31%	21.07K	217.64K	3.65K	+20.98%
Mar 31, 2024	RELATIVE VALUE PARTNERS GROUP, LLC	2.09%	140.86K	1.39M	4	0.00%
Mar 31, 2024	RIVERBRIDGE PARTNERS LLC	2.33%	157.23K	1.62M	3.8K	+2.48%
Mar 31, 2024	BULLDOG INVESTORS, LLP	4.43%	298.44K	3.08M	-2.69K	-0.89%
Mar 31, 2024	FIRST TRUST ADVISORS LP	1.23%	83.11K	858.57K	7.81K	+10.37%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	1.06%	71.41K	737.64K	-26.43K	-27.02%
Mar 31, 2024	SIT INVESTMENT ASSOCIATES INC	0.86%	57.92K	598K	-6.88K	-10.61%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.38%	25.77K	266.25K	-1.9K	-6.87%
Mar 31, 2024	PRIVATE ADVISOR GROUP, LLC	0.35%	23.89K	246.79K	0	0
Mar 31, 2024	GLASS JACOBSON INVESTMENT ADVISORS LLC	0.02%	1.41K	14.51K	0	0
Mar 31, 2024	BLACKSTON FINANCIAL ADVISORY GROUP, LLC	0.01%	967	9.99K	967	+100.00%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0%	80	826	0	0
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0%	0	-	-10.74K	-100.00%
Mar 31, 2024	CAPTRUST FINANCIAL ADVISORS	0%	0	-	-32.71K	-100.00%
Mar 31, 2024	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0%	0	-	-10.13K	-100.00%
Mar 31, 2024	ADVISORY SERVICES NETWORK, LLC	0%	0	-	-7.42K	-100.00%
Mar 31, 2024	SABA CAPITAL MANAGEMENT, L.P.	8.42%	568.01K	5.87M	0	0
Mar 31, 2024	MORGAN STANLEY	6.76%	455.67K	4.71M	24.7K	+5.73%
Mar 31, 2024	INTELLECTUS PARTNERS, LLC	0.25%	16.69K	172.38K	-732	-4.20%
Mar 31, 2024	GREAT VALLEY ADVISOR GROUP, INC.	0.24%	16K	165.28K	0	0
Mar 31, 2024	BANK OF MONTREAL /CAN/	0.22%	15K	172.35K	-5K	-25.00%
Mar 31, 2024	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	0.2%	13.27K	137.09K	7.47K	+128.81%
Mar 31, 2024	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.2%	13.16K	135.38K	1.1K	+9.12%
Mar 31, 2024	NEWEDGE ADVISORS, LLC	0.18%	11.9K	122.93K	11.9K	+100.00%
Mar 31, 2024	INVESTORS RESEARCH CORP	0.04%	2.5K	25.83K	0	0
Mar 31, 2024	UBS GROUP AG	0.03%	2.33K	24.11K	0	0
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.03%	2.2K	22.74K	-1.4K	-38.88%
Mar 31, 2024	FMR LLC	0%	0	-	-1	-100.00%
Dec 31, 2023	RELATIVE VALUE PARTNERS GROUP, LLC	2.07%	140.86K	1.33M	-2.02K	-1.41%
Dec 31, 2023	GLASS JACOBSON INVESTMENT ADVISORS LLC	0.02%	1.41K	13.28K	25	+1.81%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0%	80	756	-470	-85.45%
Dec 31, 2023	FMR LLC	0%	1	9	1	+100.00%
Dec 31, 2023	BULLDOG INVESTORS, LLP	4.41%	301.13K	2.85M	111.94K	+59.17%
Dec 31, 2023	RIVERBRIDGE PARTNERS LLC	2.25%	153.43K	1.45M	1.53K	+1.01%
Dec 31, 2023	CLOUGH CAPITAL PARTNERS L P	0%	0	-	-52.03K	-100.00%
Dec 31, 2023	HOLLENCREST CAPITAL MANAGEMENT	0%	0	-	-6.14K	-100.00%
Dec 31, 2023	ROYAL BANK OF CANADA	0%	0	-	-177	-100.00%
Dec 31, 2023	JPMORGAN CHASE & CO	0%	0	-	-1.09K	-100.00%
Dec 31, 2023	QUARRY LP	0%	0	-	-19.5K	-100.00%
Dec 31, 2023	SABA CAPITAL MANAGEMENT, L.P.	8.33%	568.01K	5.37M	0	0
Dec 31, 2023	MORGAN STANLEY	6.32%	430.98K	4.07M	-29.03K	-6.31%
Dec 31, 2023	GREAT VALLEY ADVISOR GROUP, INC.	0.23%	16K	151.2K	0	0
Dec 31, 2023	SEACREST WEALTH MANAGEMENT, LLC	0.26%	17.42K	164.41K	3.34K	+23.73%
Dec 31, 2023	INTELLECTUS PARTNERS, LLC	0.26%	17.42K	164.62K	285	+1.66%
Dec 31, 2023	BANK OF MONTREAL /CAN/	0.29%	20K	218K	-2K	-9.09%
Dec 31, 2023	PRIVATE ADVISOR GROUP, LLC	0.35%	23.89K	225.76K	0	0
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.41%	27.67K	261.52K	-802	-2.82%
Dec 31, 2023	CAPTRUST FINANCIAL ADVISORS	0.48%	32.71K	309.14K	11.44K	+53.79%
Dec 31, 2023	SIT INVESTMENT ASSOCIATES INC	0.95%	64.8K	612K	64.8K	+100.00%
Dec 31, 2023	FIRST TRUST ADVISORS LP	1.1%	75.3K	711.61K	-4.9K	-6.10%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	1.43%	97.84K	924.56K	-104.36K	-51.61%
Dec 31, 2023	UBS GROUP AG	0.03%	2.33K	22.06K	-4.19K	-64.21%
Dec 31, 2023	INVESTORS RESEARCH CORP	0.04%	2.5K	23.63K	0	0
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.05%	3.6K	34.03K	-48.16K	-93.04%
Dec 31, 2023	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	0.09%	5.8K	54.81K	5.8K	+100.00%
Dec 31, 2023	ADVISORY SERVICES NETWORK, LLC	0.11%	7.42K	70.07K	7.42K	+100.00%
Dec 31, 2023	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.15%	10.13K	95.68K	10.13K	+100.00%
Dec 31, 2023	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.18%	12.06K	113.93K	-3.04K	-20.16%

Insiders

Among the PGZ insiders holding of 0.03% of the stake in company, SPAHR LATON, President of the Advisor, holds the largest shares of 35.63K. MCCAUGHAN JAMES P, , is the second largest PGZ insider with ownership of 22K shares. HALTER PATRICK GREGORY, , stands third with possession of 5K shares of that stake.

Insiders	Designation	Shares Held
SPAHR LATON	President of the Advisor	35.63K
MCCAUGHAN JAMES P		22K
HALTER PATRICK GREGORY		5K
SCALBERG ERNEST J		2.26K
PETERSON MARC		1.95K
SUTULA MATTHEW		610

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Nov 10, 2025	SPAHR LATON	PURCHASE	10.34	5.49K	56.75K	35.63K
Jul 18, 2023	SPAHR LATON	PURCHASE	9.71	10K	97.07K	25.63K
Jul 06, 2023	SPAHR LATON	PURCHASE	9.50	15.63K	148.46K	15.63K
Dec 27, 2022	SPAHR LATON	SALE	10.31	2K	20.62K	0
Mar 12, 2020	SPAHR LATON	PURCHASE	16.23	2K	32.45K	2K
Dec 27, 2019	SUTULA MATTHEW	PURCHASE	20.60	500	10.3K	610
Mar 15, 2019	SCALBERG ERNEST J	SALE	18.07	560	10.12K	2.26K
Nov 22, 2016	PETERSON MARC	PURCHASE	15.90	850	13.51K	1.95K
Nov 30, 2015	HALTER PATRICK GREGORY	PURCHASE	16.70	5K	83.5K	5K
Jul 22, 2015	PETERSON MARC	PURCHASE	18.70	800	14.96K	1.1K
Sep 02, 2014	SCALBERG ERNEST J	PURCHASE	19.66	1.28K	25.07K	2.04K
Dec 27, 2013	SCALBERG ERNEST J	PURCHASE	17.18	760	13.06K	760
Oct 24, 2013	MCCAUGHAN JAMES P	PURCHASE	17.95	22K	394.9K	22K
Oct 11, 2013	PETERSON MARC	PURCHASE	17.20	300	5.16K	0

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE5.49K1

SALES00

NET SHARES5.49K1

SHARES HELD35.63K1

% NET SHARES-84.6%0%

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