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⚲
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| Principal Real Estate Investors LLC
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|---|---|
| CRD # | 109008 |
| SEC # | 801-55618 |
| CIK # | 0001218333 |
| AUM | $93.7 BB (2023-03-30) |
| Employees | 484 (67% Investors, 0% Brokers) |
| Phone | 800-533-1390 |
| Address | 801 Grand Ave Des Moines, IA 50392-0001 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| MSFT | 1,918.2 | 4.8 | |
| AAPL | 2,382.8 | 3.6 | |
| AMZN | 1,093.0 | 2.1 | |
| TDG | 29.1 | 2.1 | |
| CPRT | 25.9 | 1.6 | |
| ORLY | 41.4 | 1.6 | |
| AMT | 117.7 | 1.4 | |
| PLD | 88.1 | 1.4 | |
| HLT | 32.1 | 1.4 | |
| CSGP | 23.9 | 1.3 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| HF | Princal Principal Member Employees LP | [2023-03-30] | 7.7 | 0.0 |
| Other | Principal US Property Fund LP | [2023-03-30] | 0.0 | 98.3 |
| HF | Principal Digital Real Estate Fund A LP | [2021-08-24] | 71.7 | 27.7 |
| PE | Principal Digital Real Estate Fund Employees LP | [2021-08-24] | 6.5 | 41.5 |
| HF | Principal Digital Real Estate Fund LP | [2021-03-16] | 457.4 | 167.5 |
| HF | Principal Real Estate Liquid Debt Fund LP | [2021-03-16] | 176.0 | 104.3 |
| Other | Principal Green Property Fund Employees II LLC | [2020-04-28] | 0.0 | 0.0 |
| Other | Principal Green Property Fund Sidecar II LP | [2020-04-28] | 0.0 | 11.2 |
| HF | Principal Real Estate Debt Fund Employees II | [2020-04-28] | 0.0 | 0.2 |
| HF | Principal Real Estate Debt Fund Employees III | [2020-04-28] | 0.9 | 0.8 |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 532 | 0.1 |
| (b) Individuals (high net worth individuals) | 40 | 0.1 |
| (c) Banking or thrift institutions | 26 | 1.8 |
| (d) Investment companies | 52 | 9.6 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 267 | 2.5 |
| (g) Pension and profit sharing plans | 79 | 7.0 |
| (h) Charitable organizations | 56 | 0.3 |
| (i) State or municipal government entities | 83 | 26.6 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 260 | 40.2 |
| (l) Sovereign wealth funds and foreign official institutions | 4 | 1.3 |
| (m) Corporations or other businesses not listed above | 123 | 4.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,522 | 93.7 |
| By Discretionary | ||
| Discretionary | 1,465 | 70.0 |
| Non-Discretionary | 57 | 23.7 |
| Total | 1,522 | 93.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 11.5 | |
| United States Persons | 82.2 | |
| Total | 1,522 | 93.7 |
| Limited Partners | 2011 - 2024 |
|---|---|
| Maine Public Employees Retirement System | |
| State Board of Administration of Florida |
| Form D Directors | # Filings | # Firms | 2011 - 2024 | |
|---|---|---|---|---|
| Scott Carson | 12 | |||
| Principal Real Estate Investors LLC | 70 | |||
| Todd Everett | 53 | |||
| Indraneel Karlekar | 53 | |||
| Margie Custis | 2 | |||
| Principal Green Property Fund II GP LLC | 2 | |||
| Christopher Duey | 2 | |||
| Principal US Property GP LLC | 2 | |||
| Jason Haigh | 2 | |||
| Marc Peterson | 2 | |||
| View All | ||||
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-NT | [0001218333] | |
| 3 | [0001218333] | |
| SC 13G | [0001218333] |
| Related Firms | State | AUM ($BB) |
|---|---|---|
|
Principal Real Estate Investors LLC
✚
|
IA | 93.7 |
|
Principal Enterprise Capital LLC
✚
|
IA | 0.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
FIAM LLC
✚
|
RI | 152.4 |
|
Oaktree Capital Management LP
✚
|
CA | 147.5 |
|
Brown Advisory LLC
✚
|
MD | 98.3 |
|
Iconiq Capital LLC
✚
|
CA | 77.2 |
|
Credit Suisse Asset Management LLC
✚
|
NY | 65.7 |
|
PineBridge Investments LLC
✚
|
NY | 64.6 |
|
Abrdn Inc
✚
|
PA | 52.1 |
|
Hall Capital Partners LLC
✚
|
CA | 46.7 |
|
Hudson Americas LP
✚
|
TX | 43.3 |
|
Morgan Stanley AIP GP LP
✚
|
PA | 30.4 |