Principal Real Estate Investors LLC

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Assets, Funds, Holdings

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Principal Real Estate Investors LLC
CRD #109008
SEC #801-55618
CIK #0001218333
AUM $93.7 BB (2023-03-30)
Employees 484 (67% Investors, 0% Brokers)
Phone800-533-1390
Address801 Grand Ave
Des Moines, IA 50392-0001
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($BB)
1108866442201999200720152024
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 ($BB)
170136102683402011201520192024
Type Form D Funds Date Sold ($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 Partners2011 - 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]
Form 13D/13G Filer Form 13D/13G Subject Filed
Principal Real Estate Investors LLC Netstreit Corp [2023-02-15]
Principal Real Estate Investors LLC CubeSmart [2023-02-15]
Principal Real Estate Investors LLC Apartment Income REIT Corp [2023-02-15]
Principal Real Estate Investors LLC Kilroy Realty Corp [2022-02-15]
Principal Real Estate Investors LLC Agree Realty Corp [2022-02-15]
Principal Real Estate Investors LLC Rexford Industrial Realty Inc [2022-02-15]
Principal Real Estate Investors LLC Inventrust Properties Corp [2022-02-15]
Principal Real Estate Investors LLC First Industrial Realty Trust Inc [2022-02-15]
Principal Real Estate Investors LLC Sabra Health Care REIT Inc [2022-02-15]
Principal Real Estate Investors LLC Healthcare Realty Trust Inc [2022-02-15]
View All
Form 3/4/5 Subject 2011 - 2024
Principal Real Estate Investors LLC
Versus Capital Multi-Manager Real Estate Income Fund LLC
Principal Diversified Select Real Asset Fund
Principal Real Estate Income Fund
Related Firms State AUM ($BB)
Principal Real Estate Investors LLC
IA 93.7
Principal Enterprise Capital LLC
IA 0.0
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