List of insiders holdings for Principal Real Estate Income Fund:
- Shares directly owned by the insider.
- Shares indirectly owned by the insider.
- Total shares owned by the insider (sum of shares directly and indirectly owned).
- Total market value if available.
- Shares are not adjusted for stock split.
"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise"
- Peter Lynch
What is insider trading>>
- Peter Lynch
What is insider trading>>
| # | Insider Holder Name | Report Date Time |
Shares Owned Directly Indirectly |
Total Shares Owned |
Filing |
| 1 | Spahr Laton President of the Adviser |
2023-07-19 09:03:29 | 25,627 0 |
25,627 | Form 4 |
| 2 | MCCAUGHAN JAMES P Director of Sub-Advisor |
2013-10-28 12:29:08 | 22,000 0 |
22,000 | Form 4 |
| 3 | Halter Patrick Gregory Director of Sub-Advisor |
2015-12-02 11:46:30 | 5,000 0 |
5,000 | Form 4 |
| 4 | Scalberg Ernest J Trustee |
2023-12-01 09:14:51 | 3,435 0 |
3,435 | Form 5 |
| 5 | Held Jeremy D. Trustee |
2019-12-13 18:28:53 | 2,000 0 |
2,000 | Form 3/A |
| 6 | Peterson Marc Portfolio Manager |
2016-11-28 16:33:44 | 1,950 0 |
1,950 | Form 4 |
| 7 | Sutula Matthew Fund Chief Compliance Officer |
2019-12-27 13:59:08 | 610 0 |
610 | Form 4 |
| 8 | PRINCIPAL REAL ESTATE INVESTORS LLC Investment Sub-Adviser |
2015-08-14 10:10:49 | 0 0 |
0 | Form 3 |
| 9 | DST SYSTEMS INC Affiliate of Inv Adviser |
2016-01-08 16:44:31 | 0 0 |
0 | Form 3 |
| 10 | Duran Troy Anthony Officer of Investment Adviser |
2016-03-30 16:18:44 | 0 0 |
0 | Form 3 |
| 11 | Meloni Andrew P Assistant Treasurer |
2016-09-22 14:33:11 | 0 0 |
0 | Form 3 |
| 12 | ALPS HOLDINGS INC Affiliate of the Advisor |
2015-08-13 15:38:34 | 0 0 |
0 | Form 3 |
| 13 | Murray Abigail J Assistant Secretary |
2016-09-22 14:43:13 | 0 0 |
0 | Form 3 |
| 14 | AKSELROD SHARON R Assistant Secretary |
2017-12-20 10:23:43 | 0 0 |
0 | Form 3 |
| 15 | MAY JEREMY O Principal Financial Officer |
2018-02-06 12:46:43 | 0 0 |
0 | Form 3/A |
| 16 | SS&C Technologies Holdings Inc Affiliate of Inv Adviser |
2018-04-26 13:56:19 | 0 0 |
0 | Form 3 |
| 17 | Kerschen Jill Treasurer |
2019-09-11 16:15:16 | 0 0 |
0 | Form 3 |
| 18 | Noyes Richard Craig Officer of Investment Advisor |
2018-06-11 14:54:21 | 0 0 |
0 | Form 3 |
| 19 | Sleightholme Michael Officer of Investment Advisor |
2019-06-19 13:41:21 | 0 0 |
0 | Form 3 |
| 20 | Kuchli Andrea E Secretary |
2015-08-11 15:28:15 | 0 0 |
0 | Form 3 |
| 21 | Craig Jennifer Assistant Secretary |
2019-09-12 10:08:41 | 0 0 |
0 | Form 3 |
| 22 | MCCLURE ROBERT DOUGLAS Treasurer |
2021-08-24 17:52:16 | 0 0 |
0 | Form 3 |
| 23 | Rettinger Erich Treasurer |
2021-12-14 17:29:09 | 0 0 |
0 | Form 3 |
| 24 | Burns Kathryn President & Interested Trustee |
2023-10-31 12:55:00 | 0 0 |
0 | Form 5 |
| 25 | Legg JoEllen Trustee |
2024-03-15 13:24:47 | 0 0 |
0 | Form 3 |
| 26 | Nicholas Adams Secretary |
2024-06-10 11:34:50 | 0 0 |
0 | Form 5 |
| 27 | HAMILL BRENDAN Secretary |
2024-06-10 11:37:39 | 0 0 |
0 | Form 3 |
| 28 | Herrera Michael Assistant Treasurer |
2024-09-19 15:11:21 | 0 0 |
0 | Form 3 |
| 29 | Bullington Stephanie Trustee |
2025-04-11 12:47:59 | 0 0 |
0 | Form 3 |
| 30 | Szydlowski Robert Joseph Officer of Investment Adviser |
2013-06-20 16:13:54 | 0 0 |
0 | Form 3 |
| 31 | Carter Thomas Anthony Chairman, President |
2013-06-11 16:27:26 | 0 0 |
0 | Form 3 |
| 32 | Pederson Rick A Trustee |
2013-06-11 15:33:49 | 0 0 |
0 | Form 3 |
| 33 | Rutledge Jerry G Trustee |
2013-06-11 15:43:08 | 0 0 |
0 | Form 3 |
| 34 | Haigh Jason Thomas Sub-Advisor PM Team |
2013-06-20 15:42:44 | 0 0 |
0 | Form 3 |
| 35 | Richmond Matt Officer of Sub-Adviser |
2013-06-20 11:48:38 | 0 0 |
0 | Form 3 |
| 36 | Best Rob Officer of Sub-Adviser |
2013-06-20 15:57:04 | 0 0 |
0 | Form 3 |
| 37 | Swenson Bradley J Officer of Investment Adviser |
2013-06-20 16:03:52 | 0 0 |
0 | Form 3 |
| 38 | Dillon Corey L. Officer of Investment Adviser |
2013-06-20 15:51:36 | 0 0 |
0 | Form 3 |
| 39 | Rush Kelly Officer of Sub-Adviser |
2013-06-20 11:19:52 | 0 0 |
0 | Form 3 |
| 40 | Mundt Randy Officer of Sub-Adviser |
2013-06-20 11:31:04 | 0 0 |
0 | Form 3 |
| 41 | Rengarajan Madhan Officer of Sub-Adviser |
2013-06-20 15:42:21 | 0 0 |
0 | Form 3 |
| 42 | Mitchell Tom Sub-Advisor PM team |
2013-06-20 15:40:21 | 0 0 |
0 | Form 3 |
| 43 | Akins Michael T Officer of Investment Adviser |
2013-06-20 15:45:32 | 0 0 |
0 | Form 3 |
| 44 | Buchanan Patrick D Treasurer |
2013-06-11 16:41:24 | 0 0 |
0 | Form 3 |
| 45 | Carson Scott Officer of Sub-Adviser |
2013-06-21 10:07:03 | 0 0 |
0 | Form 3 |
| 46 | Kenkel Tony Officer of Sub-Adviser |
2013-06-21 09:41:30 | 0 0 |
0 | Form 3 |
| 47 | WELSH JENNIFER T Secretary |
2014-03-20 09:41:02 | 0 0 |
0 | Form 5 |
| 48 | Tyler Tane T Officer of Investment Advisor |
2014-07-17 15:54:20 | 0 0 |
0 | Form 5 |
| 49 | Hunt Aisha Officer of Investment Advisor |
2014-07-17 15:29:45 | 0 0 |
0 | Form 3 |
| 50 | Nelson Erin Douglas Chief Compliance Officer |
2015-06-26 12:19:50 | 0 0 |
0 | Form 3/A |
| 51 | Foss Lucas D Chief Compliance Officer |
2015-06-26 12:38:42 | 0 0 |
0 | Form 5 |
| 52 | Buhler David T. Secretary |
2015-06-26 12:07:43 | 0 0 |
0 | Form 3 |
| 53 | LAWLER JULIA M Director of Sub-Adviser |
2015-07-30 15:51:19 | 0 0 |
0 | Form 3 |
| 54 | BURKE EDMUND J Director |
2015-08-07 13:48:46 | 0 0 |
0 | Form 3 |
| 55 | ALPS ADVISORS INC Investment Adviser |
2015-08-07 13:38:52 | 0 0 |
0 | Form 3 |
| 56 | PARMENTIER WILLIAM R JR Senior VP, Chief Inv. Officer |
2015-08-07 14:02:47 | 0 0 |
0 | Form 3 |