Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Principal Real Estate Income Fund | 35,627 | reported | 10 Nov 2025 | tx 6+37,627−2,000 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 10 Nov 2025 | PURCHASE | Principal Real Estate Income Fund | 5,488 | 10.34 USD | |
| 10 Nov 2025 | PURCHASE | Principal Real Estate Income Fund | 4,512 | 10.36 USD | first after silence |
| 18 Jul 2023 | PURCHASE | Principal Real Estate Income Fund | 10,000 | 9.71 USD | |
| 06 Jul 2023 | PURCHASE | Principal Real Estate Income Fund | 15,627 | 9.50 USD | first after silence |
| 27 Dec 2022 | SALE | Principal Real Estate Income Fund | 2,000 | 10.31 USD | |
| 12 Mar 2020 | PURCHASE | Principal Real Estate Income Fund | 2,000 | 16.23 USD |
2 purchases reported after at least 12 months of silence — most recent on 10 Nov 2025.