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| Principal Real Estate Investors LLC
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| CRD # | 109008 |
| SEC # | 801-55618 |
| CIK # | 0001218333 |
| AUM | 105.65 B (2026-05-27) |
| Employees | 477 (65% Investors, 0% Brokers) |
| Phone | 800-787-1621 |
| Address | 801 Grand Ave Des Moines, IA 50392-0001 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 6.9 | ||
| Microsoft Corp | 5.6 | ||
| Apple Inc | 5.4 | ||
| Amazon Com Inc | 4.0 | ||
| Alphabet Inc | 3.2 | ||
| Broadcom Inc | 2.7 | ||
| Brookfield Asset Management Inc | 2.6 | ||
| Facebook Inc | 2.4 | ||
| Transdigm Group Inc | 2.3 | ||
| Alphabet Inc | 2.1 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| HF | Principal Data Center Growth & Income Fund SCSP | 2025-05-20 | 100.7 M | |
| HF | Principal Data Center Growth & Income Fund Cayman Parallel LP | [2024-11-11] | 0.8 M | 302.4 M |
| Filed 2024-10-15 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| HF | Principal Real Estate Open-End Debt Fund LP | [2024-02-22] | 256.0 M | 548.9 M |
| Filed 2025-09-24 (D/A) · Exemption 506(c), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | Principal Data Center Growth & Income Fund LP | [2023-11-21] | 1,649.7 M | 1,836.2 M |
| Filed 2024-07-19 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| HF | Principal Green Property Fund III Cayman Parallel LP | [2023-11-21] | 9.8 M | |
| Filed 2022-12-05 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| HF | Principal Green Property Fund III LP | [2023-11-21] | 53.8 M | |
| Filed 2022-12-05 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| HF | Principal Green Property Fund III US Parallel LP | [2023-11-21] | 35.1 M | |
| Filed 2022-12-05 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| HF | Princal Principal Member Employees LP | [2023-03-30] | 7.7 M | 1.7 M |
| Filed 2022-12-14 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| Other | Principal US Property Fund LP | [2023-03-30] | 125.0 M | 163.7 M |
| Filed 2025-05-28 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | Principal Digital Real Estate Fund A LP | [2021-08-24] | 71.7 M | 55.2 M |
| Filed 2021-05-12 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| View All | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 427 | 0.1 |
| (b) Individuals (high net worth individuals) | 37 | 0.1 |
| (c) Banking or thrift institutions | 39 | 8.0 |
| (d) Investment companies | 16 | 9.7 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 6 | 0.6 |
| (g) Pension and profit sharing plans | 39 | 8.7 |
| (h) Charitable organizations | 6 | 0.5 |
| (i) State or municipal government entities | 52 | 41.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 46 | 29.3 |
| (l) Sovereign wealth funds and foreign official institutions | 5 | 0.4 |
| (m) Corporations or other businesses not listed above | 8 | 7.2 |
| (n) Other | 0 | 0.0 |
| Total | 681 | 105.6 |
| By Discretionary | ||
| Discretionary | 624 | 73.9 |
| Non-Discretionary | 57 | 31.7 |
| Total | 681 | 105.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 16.3 | |
| United States Persons | 89.3 | |
| Total | 681 | 105.6 |
| Limited Partners | 2011 - 2026 |
|---|---|
| Maine Public Employees Retirement System | |
| State Board of Administration of Florida |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Scott Carson | Executive Officer | 16 | 4 | |
| Indraneel Karlekar | Executive Officer | 58 | 3 | |
| Principal Real Estate Investors LLC | Executive Officer, Promoter | 95 | 2 | |
| Todd Everett | Executive Officer | 62 | 2 | |
| Christopher Duey | Executive Officer | 4 | 2 | |
| Principal US Property GP LLC | Promoter | 3 | 2 | |
| Principal Green Property Fund II GP LLC | Executive Officer | 2 | 2 | |
| Jason Haigh | Executive Officer | 2 | 2 | |
| Marc Peterson | Executive Officer | 2 | 2 | |
| Margie Custis | Executive Officer | 2 | 2 | |
| View All | ||||
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-NT | [0001218333] | |
| 3 | [0001218333] | |
| SC 13G | [0001218333] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $2.9B |
| Clients | 20 (25 non-US) |
| Serves | Institutional, Retail |
| Fund Types | Hedge Fund, Private Equity, Real Estate |
| LEI | 549300MQOXJ8V8FMMS34 |
| Form 3/4/5 Subject | 2011 - 2026 |
|---|---|
| Versus Capital Real Estate Fund LLC | |
| Principal Real Estate Investors LLC | |
| Principal Real Asset Fund | |
| Principal Real Estate Income Fund |
| Related Firms | State | AUM |
|---|---|---|
|
Principal Real Estate Investors LLC
✚
|
IA | 105.65 B |
|
Principal Enterprise Capital LLC
✚
|
IA |
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