Principal Real Estate Income Closed Fund Long-term Investment Intensity

Latest as of October 2025: 99.3%

Principal Real Estate Income Closed Fund long-term investment intensity. 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. Read Principal Real Estate Income Closed Fund debt and liabilities for a breakdown of total debt and financial obligations.

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

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

Long-term investment intensity of Principal Real Estate Income Closed Fund from 2017 to 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.

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

Principal Real Estate Income Closed Fund long-term investment intensity by year from 2017 to 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 the complete balance sheet picture, see how large is Principal Real Estate Income Closed Fund's balance sheet.

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