Principal Real Estate Income Closed Fund (PGZ) — Long-term Investment Intensity

Latest as of October 2025: 99.3%

Principal Real Estate Income Closed Fund (PGZ) has a Long-term Investment Intensity of 99.3% as of October 2025. Long-term investments of $109.16 Million represent 99.3% of total assets of $109.90 Million. A higher ratio indicates a company with significant capital committed to long-duration strategic positions. See shareholders equity of Principal Real Estate Income Closed Fund for net asset value and shareholders' equity analysis.

LT Investment Intensity

99.3%
LT Investments / Total Assets

Long-term Investments

$109.16 Million
USD

Total Assets

$109.90 Million
USD

Country

USA
NYSE

Principal Real Estate Income Closed Fund Long-term Investment Intensity (2017–2025)

This chart shows how Principal Real Estate Income Closed Fund's Long-term Investment Intensity has evolved across 9 annual periods from 2017 to 2025. As of October 2025, the intensity stands at 99.3%, reflecting long-term investments of $109.16 Million against total assets of $109.90 Million USD. Also explore Principal Real Estate Income Closed Fund (PGZ) total assets for the complete picture of this company's asset base.

Annual Long-term Investment Intensity for Principal Real Estate Income Closed Fund (2017–2025)

The table below presents the year-by-year Long-term Investment Intensity for Principal Real Estate Income Closed Fund from 2017 to 2025, covering 9 annual filings. Each row shows total assets, long-term investments, the intensity percentage, and the change in percentage points compared to the prior year. For market capitalisation and broader financial context, see PGZ stock market capitalisation.

Year LT Investment Intensity LT Investments (USD) Total Assets Change (pp)
2025 99.3% $109.16 Million $109.90 Million ▼ -0.2 pp
2024 99.5% $113.49 Million $114.08 Million ▲ +0.5 pp
2023 99.0% $97.41 Million $98.40 Million ▲ +3.5 pp
2022 95.5% $124.62 Million $130.46 Million ▼ -4.0 pp
2021 99.6% $170.94 Million $171.71 Million ▲ +0.1 pp
2020 99.4% $137.63 Million $138.40 Million ▼ -0.2 pp
2019 99.6% $217.42 Million $218.27 Million ▲ +0.2 pp
2018 99.5% $194.15 Million $195.22 Million ▲ +0.4 pp
2017 99.0% $192.90 Million $194.76 Million
pp = percentage points