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| Happy Holidays!! thanks for using AUM13F!! |
| Principal Real Estate Investors LLC
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| CRD # | 109008 |
| SEC # | 801-55618 |
| CIK # | 0001218333 |
| AUM | $99.4 B (2025-07-03) |
| Employees | 464 (66% Investors, 0% Brokers) |
| Phone | 800-787-1621 |
| Address | 801 Grand Ave Des Moines, IA 50392-0001 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001218333 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Microsoft Corp | 7.6 | ||
| Nvidia Corp | 5.6 | ||
| Amazon Com Inc | 4.4 | ||
| Apple Inc | 4.4 | ||
| Brookfield Asset Management Inc | 3.1 | ||
| Transdigm Group Inc | 3.1 | ||
| Hilton Worldwide Holdings Inc | 2.8 | ||
| Facebook Inc | 2.8 | ||
| KKR & Co LP | 2.6 | ||
| Broadcom Inc | 2.4 | ||
| O Reilly Automotive Inc | 2.2 | ||
| Copart Inc | 1.9 | ||
| Vulcan Materials Co | 1.9 | ||
| Alphabet Inc | 1.9 | ||
| VISA Inc | 1.8 | ||
| Health Care REIT Inc /DE/ | 1.6 | ||
| Netflix Inc | 1.6 | ||
| J P Morgan Chase & Co | 1.5 | ||
| Equinix Inc | 1.5 | ||
| Brown & Brown Inc | 1.5 | ||
| Costar Group Inc | 1.5 | ||
| Roper Industries Inc | 1.4 | ||
| Mastercard Inc | 1.4 | ||
| Liberty Media Corp | 1.4 | ||
| American Tower Corp /MA/ | 1.3 | ||
| CB Richard Ellis Group Inc | 1.2 | ||
| Live Nation Entertainment Inc | 1.2 | ||
| Tesla Motors Inc | 1.2 | ||
| Prev | Page 1 | Next | |||
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Principal Data Center Growth & Income Fund SCSP | 2025-05-20 | 80.6 | |
| HF | Principal Data Center Growth & Income Fund Cayman Parallel LP | [2024-11-11] | 0.8 | 233.8 |
| HF | Principal Real Estate Open-End Debt Fund LP | [2024-02-22] | 226.0 | 318.5 |
| HF | Principal Data Center Growth & Income Fund LP | [2023-11-21] | 1,649.7 | 1,510.5 |
| HF | Principal Green Property Fund III Cayman Parallel LP | [2023-11-21] | 0.0 | 6.5 |
| HF | Principal Green Property Fund III LP | [2023-11-21] | 0.0 | 25.9 |
| HF | Principal Green Property Fund III US Parallel LP | [2023-11-21] | 0.0 | 16.4 |
| HF | Princal Principal Member Employees LP | [2023-03-30] | 7.7 | 0.8 |
| Other | Principal US Property Fund LP | [2023-03-30] | 125.0 | 128.1 |
| HF | Principal Digital Real Estate Fund A LP | [2021-08-24] | 71.7 | 55.4 |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 459 | 0.1 |
| (b) Individuals (high net worth individuals) | 37 | 0.1 |
| (c) Banking or thrift institutions | 43 | 5.6 |
| (d) Investment companies | 14 | 9.8 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 42 | 0.8 |
| (g) Pension and profit sharing plans | 216 | 9.3 |
| (h) Charitable organizations | 54 | 0.4 |
| (i) State or municipal government entities | 85 | 29.5 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 231 | 38.9 |
| (l) Sovereign wealth funds and foreign official institutions | 3 | 1.1 |
| (m) Corporations or other businesses not listed above | 121 | 3.8 |
| (n) Other | 0 | 0.0 |
| Total | 1,644 | 99.4 |
| By Discretionary | ||
| Discretionary | 1,549 | 73.6 |
| Non-Discretionary | 95 | 25.8 |
| Total | 1,644 | 99.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 16.5 | |
| United States Persons | 82.9 | |
| Total | 1,644 | 99.4 |
| Limited Partners | 2011 - 2025 |
|---|---|
| Maine Public Employees Retirement System | |
| State Board of Administration of Florida |
| Form D Directors | # Filings | # Firms | 2011 - 2025 | |
|---|---|---|---|---|
| Scott Carson | 16 | |||
| Indraneel Karlekar | 56 | |||
| Principal Real Estate Investors LLC | 88 | |||
| Todd Everett | 58 | |||
| Christopher Duey | 3 | |||
| Principal US Property GP LLC | 2 | |||
| Principal Green Property Fund II GP LLC | 2 | |||
| Marc Peterson | 2 | |||
| Jason Haigh | 2 | |||
| Margie Custis | 2 | |||
| View All | ||||
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-NT | [0001218333] | |
| 3 | [0001218333] | |
| SC 13G | [0001218333] |
| Form 3/4/5 Subject | 2011 - 2025 |
|---|---|
| Principal Real Estate Investors LLC | |
| Versus Capital Real Estate Fund LLC | |
| Principal Real Asset Fund | |
| Principal Real Estate Income Fund |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Principal Real Estate Investors LLC
✚
|
IA | 99.4 |
|
Principal Enterprise Capital LLC
✚
|
IA | 0.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Brown Advisory LLC
✚
|
MD | 121.9 |
|
General Atlantic Service Company LP
✚
|
NY | 105.7 |
|
Iconiq Capital LLC
✚
|
CA | 95.1 |
|
PineBridge Investments LLC
✚
|
NY | 73.2 |
|
Hall Capital Partners LLC
✚
|
CA | 50.3 |
|
SCS Capital Management LLC
✚
|
MA | 43.1 |
|
Morgan Stanley AIP GP LP
✚
|
PA | 38.7 |
|
Hudson Americas LP
✚
|
TX | 38.1 |
|
Abrdn Inc
✚
|
PA | 37.6 |
|
Kayne Anderson Capital Advisors LP
✚
|
TX | 30.5 |