Last 12 months
Inside the activity.
2 purchase rows · 0 sale rows
Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.Monthly counts
| Month | Purchases | Sales |
|---|---|---|
| Nov 2025 | 2 | 0 |
| Dec 2025 | 0 | 0 |
| Jan 2026 | 0 | 0 |
| Feb 2026 | 0 | 0 |
| Mar 2026 | 0 | 0 |
| Apr 2026 | 0 | 0 |
| May 2026 | 0 | 0 |
| Jun 2026 | 0 | 0 |
| Jul 2026 | 0 | 0 |
| Aug 2026 | 0 | 0 |
| Sep 2026 | 0 | 0 |
| Oct 2026 | 0 | 0 |
Latest available
Insider transactions
Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Owner / reported role | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| November 10, 2025 Filed Nov 12, 2025 13:26 UTC |
Spahr LatonPresident of the Advisor
|
PurchaseCommon Shares of Beneficial Ownership | 5,488 | $10.34 | $56,745.92 |
DisclosureSEC source: 0001791988-25-000002 · primary_doc.xml · nonDerivative · entry 2 Spahr Laton · CIK 0001791988 · President of the Advisor 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,627 Read SEC document |
| November 10, 2025 Filed Nov 12, 2025 13:26 UTC |
Spahr LatonPresident of the Advisor
|
PurchaseCommon Shares of Beneficial Ownership | 4,512 | $10.36 | $46,744.32 |
DisclosureSEC source: 0001791988-25-000002 · primary_doc.xml · nonDerivative · entry 1 Spahr Laton · CIK 0001791988 · President of the Advisor 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,627 Read SEC document |
| July 18, 2023 Filed Jul 19, 2023 09:03 UTC |
Spahr LatonPresident of the Adviser
|
PurchaseCommon Shares of Beneficial Ownership | 10,000 | $9.71 | $97,072.00 |
DisclosureSEC source: 0001791988-23-000002 · primary_doc.xml · nonDerivative · entry 1 Spahr Laton · CIK 0001791988 · President of the Adviser 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,627 Read SEC document |
| July 06, 2023 Filed Jul 7, 2023 11:34 UTC |
Spahr LatonPresident of the Adviser
|
PurchaseCommon Shares of Beneficial Ownership | 15,627 | $9.50 | $148,456.50 |
DisclosureSEC source: 0001791988-23-000001 · primary_doc.xml · nonDerivative · entry 1 Spahr Laton · CIK 0001791988 · President of the Adviser 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,627 Read SEC document |
| December 27, 2022 Filed Dec 29, 2022 11:52 UTC |
Spahr LatonPresident of the Adviser
|
SaleCommon Shares of Beneficial Interest | 2,000 | $10.31 | $20,620.20 |
DisclosureSEC source: 0001791988-22-000002 · primary_doc.xml · nonDerivative · entry 1 Spahr Laton · CIK 0001791988 · President of the Adviser 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| March 12, 2020 Filed Jul 14, 2020 16:14 UTC |
Spahr LatonPresident of the Adviser
|
PurchaseCommon Shares of Beneficial Interest | 2,000 | $16.23 | $32,452.00 |
DisclosureSEC source: 0001791988-20-000001 · primary_doc.xml · nonDerivative · entry 1 Spahr Laton · CIK 0001791988 · President of the Adviser 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,000 Read SEC document |
| December 27, 2019 Filed Dec 27, 2019 18:59 UTC |
Sutula MatthewFund Chief Compliance Officer
|
PurchaseCommon Shares of Beneficial Interest | 500 | $20.60 | $10,300.00 |
DisclosureSEC source: 0001786716-19-000006 · primary_doc.xml · nonDerivative · entry 1 Sutula Matthew · CIK 0001786716 · Fund Chief Compliance Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 610 Read SEC document |
| March 15, 2019 Filed Mar 18, 2019 14:32 UTC |
Scalberg Ernest JTrustee
|
SaleCommon Shares of Beneficial Interest | 560 | $18.07 | $10,119.87 |
DisclosureSEC source: 0001578104-19-000001 · primary_doc.xml · nonDerivative · entry 1 Scalberg Ernest J · CIK 0001578104 · Trustee 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,263.615 Read SEC document |
| November 22, 2016 Filed Nov 28, 2016 21:33 UTC |
Peterson MarcPortfolio Manager
|
PurchasePrincipal Real Estate Income Fund PGZ | 850 | $15.90 | $13,513.98 |
DisclosureSEC source: 0001579793-16-000007 · primary_doc.xml · nonDerivative · entry 1 Peterson Marc · CIK 0001579793 · Portfolio Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,950 Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.